Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J429BULETSHS 2031 CPBSCVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
212
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 10.64M | $175.21M |
| 2 | Morgan Stanley | 7.05M | $116.10M |
| 3 | Raymond James Financial Inc | 3.95M | $65.03M |
| 4 | Avior Wealth Management, LLC | 2.69M | $44.26M |
| 5 | Hills Bank & Trust Co | 2.62M | $43.20M |
| 6 | Lpl Financial LLC | 2.61M | $42.93M |
| 7 | Atlantic Union Bankshares Corp | 2.44M | $40.21M |
| 8 | Hengehold Capital Management LLC | 2.25M | $37.00M |
| 9 | Invesco Ltd. | 2.12M | $34.87M |
| 10 | Bank Of America Corp /De/ | 2.05M | $33.72M |