Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J429BULETSHS 2031 CPBSCVQ1 2026
Institutional Holders
212
13F filers
Shares Held
78.87M
Aggregate institutional
Institutional Value
$1.27B
Q1 2026
Net New Holders
+19
31 new · 12 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions31
Increased120
Decreased31
Sold out12
Institutional Holders
212 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 10.64M | $175.21M | +190.9K | Added |
| 2 | Morgan Stanley | 7.05M | $116.10M | +924.3K | Added |
| 3 | Raymond James Financial Inc | 3.95M | $65.03M | −60.9K | Reduced |
| 4 | Avior Wealth Management, LLC | 2.69M | $44.26M | −25.8K | Reduced |
| 5 | Hills Bank & Trust Co | 2.62M | $43.20M | +234.9K | Added |
| 6 | Lpl Financial LLC | 2.61M | $42.93M | −1.08M | Reduced |
| 7 | Atlantic Union Bankshares Corp | 2.44M | $40.21M | +240.0K | Added |
| 8 | Hengehold Capital Management LLC | 2.25M | $37.00M | +51.2K | Added |
| 9 | Invesco Ltd. | 2.12M | $34.87M | +113.6K | Added |
| 10 | Bank Of America Corp /De/ | 2.05M | $33.72M | +307.9K | Added |
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