Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J411BULLETSHS 31 MUNBSMVQ1 2026
Institutional Holders
77
13F filers
Shares Held
5.76M
Aggregate institutional
Institutional Value
$118.44M
Q1 2026
Net New Holders
+3
10 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased41
Decreased14
Sold out7
Institutional Holders
77 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hills Bank & Trust Co | 479.6K | $10.02M | +38.1K | Added |
| 2 | Confluence Investment Management LLC | 311.4K | $6.50M | +156.9K | Added |
| 3 | Hightower Advisors, LLC | 302.7K | $6.32M | +82.2K | Added |
| 4 | Morgan Stanley | 257.1K | $5.37M | +10.4K | Added |
| 5 | Lpl Financial LLC | 255.4K | $5.33M | −135.1K | Reduced |
| 6 | Ubs Group AG | 234.1K | $4.89M | +49.7K | Added |
| 7 | Bank Of America Corp /De/ | 233.4K | $4.87M | +50.8K | Added |
| 8 | Avior Wealth Management, LLC | 223.1K | $4.66M | +48.9K | Added |
| 9 | Invesco Ltd. | 204.8K | $4.28M | −6.0K | Reduced |
| 10 | Precedent Wealth Partners, LLC | 202.0K | $4.22M | +12.1K | Added |
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