Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J486BULSHS 2028 MUNIBSMSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
127
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 | Lpl Financial LLC | 511.1K | $11.96M |
| 2 | Morgan Stanley | 401.5K | $9.39M |
| 3 | Invesco Ltd. | 397.9K | $9.31M |
| 4 | Raymond James Financial Inc | 348.4K | $8.15M |
| 5 | Truist Financial Corp | 301.2K | $7.05M |
| 6 | Bank Of America Corp /De/ | 292.7K | $6.85M |
| 7 | Ubs Group AG | 264.4K | $6.19M |
| 8 | Hills Bank & Trust Co | 246.9K | $5.78M |
| 9 | Summit Financial, LLC | 217.8K | $5.10M |
| 10 | Kathmere Capital Management, LLC | 210.9K | $4.93M |