Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J486BULSHS 2028 MUNIBSMSQ1 2026
Institutional Holders
127
13F filers
Shares Held
8.02M
Aggregate institutional
Institutional Value
$184.56M
Q1 2026
Net New Holders
+9
18 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions18
Increased61
Decreased22
Sold out9
Institutional Holders
127 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 511.1K | $11.96M | +32.6K | Added |
| 2 | Morgan Stanley | 401.5K | $9.39M | +32.8K | Added |
| 3 | Invesco Ltd. | 397.9K | $9.31M | +18.9K | Added |
| 4 | Raymond James Financial Inc | 348.4K | $8.15M | +134.6K | Added |
| 5 | Truist Financial Corp | 301.2K | $7.05M | +2.4K | Added |
| 6 | Bank Of America Corp /De/ | 292.7K | $6.85M | +35.5K | Added |
| 7 | Ubs Group AG | 264.4K | $6.19M | +37.6K | Added |
| 8 | Hills Bank & Trust Co | 246.9K | $5.78M | +28.8K | Added |
| 9 | Summit Financial, LLC | 217.8K | $5.10M | +1.4K | Added |
| 10 | Kathmere Capital Management, LLC | 210.9K | $4.93M | −20.3K | Reduced |
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