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Institutional Ownership

Invesco Exch Trd Slf Idx Fd

CUSIP 46138J478BULSHS 2029 MUNIBSMTQ1 2026

13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
Max % of class reported
Institutional Holders
113
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

Schedule 13D (activist) & 13G (passive) 5%+ ownership filings

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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

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#FundSharesValue
1Elequin Capital, LP943.4K$22.14M
2Hills Bank & Trust Co659.3K$15.18M
3Wells Fargo & Company/Mn586.7K$13.51M
4Lpl Financial LLC299.6K$6.90M
5Invesco Ltd.296.1K$6.82M
6Bank Of America Corp /De/291.8K$6.72M
7Kathmere Capital Management, LLC251.8K$5.80M
8Morgan Stanley245.1K$5.64M
9Ubs Group AG233.9K$5.39M
10Avior Wealth Management, LLC229.7K$5.29M