Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J478BULSHS 2029 MUNIBSMTQ1 2026
Institutional Holders
113
13F filers
Shares Held
8.36M
Aggregate institutional
Institutional Value
$192.71M
Q1 2026
Net New Holders
+9
16 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions16
Increased55
Decreased22
Sold out7
Institutional Holders
113 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Elequin Capital, LP | 943.4K | $22.14M | +865.4K | Added |
| 2 | Hills Bank & Trust Co | 659.3K | $15.18M | +26.2K | Added |
| 3 | Wells Fargo & Company/Mn | 586.7K | $13.51M | +7.4K | Added |
| 4 | Lpl Financial LLC | 299.6K | $6.90M | +27.7K | Added |
| 5 | Invesco Ltd. | 296.1K | $6.82M | +15.8K | Added |
| 6 | Bank Of America Corp /De/ | 291.8K | $6.72M | +27.1K | Added |
| 7 | Kathmere Capital Management, LLC | 251.8K | $5.80M | −20.9K | Reduced |
| 8 | Morgan Stanley | 245.1K | $5.64M | −4.3K | Reduced |
| 9 | Ubs Group AG | 233.9K | $5.39M | +53.3K | Added |
| 10 | Avior Wealth Management, LLC | 229.7K | $5.29M | +27.8K | Added |
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