Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J460INVSCO 30 CORPBSCUQ1 2026
Institutional Holders
297
13F filers
Shares Held
121.14M
Aggregate institutional
Institutional Value
$1.99B
Q1 2026
Net New Holders
+26
39 new · 13 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions39
Increased181
Decreased37
Sold out13
Institutional Holders
297 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 10.69M | $178.70M | +1.09M | Added |
| 2 | Aptus Capital Advisors, LLC | 9.23M | $154.24M | +165.3K | Added |
| 3 | Lido Advisors, LLC | 8.44M | $141.08M | +587.9K | Added |
| 4 | Raymond James Financial Inc | 5.15M | $86.07M | +100.6K | Added |
| 5 | Lpl Financial LLC | 5.12M | $85.68M | +56.8K | Added |
| 6 | Truwealth Advisors, LLC | 4.68M | $78.25M | +131.6K | Added |
| 7 | Invesco Ltd. | 4.41M | $73.65M | +171.2K | Added |
| 8 | Clearstead Advisors, LLC | 3.82M | $63.88M | +240.0K | Added |
| 9 | Wells Fargo & Company/Mn | 3.25M | $54.41M | +470.3K | Added |
| 10 | Bank Of America Corp /De/ | 2.78M | $46.49M | +286.6K | Added |
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