Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J494BULSHS 2027 MUNIBSMRQ1 2026
Institutional Holders
139
13F filers
Shares Held
9.39M
Aggregate institutional
Institutional Value
$217.31M
Q1 2026
Net New Holders
+4
17 new · 13 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions17
Increased69
Decreased27
Sold out13
Institutional Holders
139 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 563.8K | $13.34M | +13.6K | Added |
| 2 | Lpl Financial LLC | 500.1K | $11.83M | +54.3K | Added |
| 3 | Bank Of America Corp /De/ | 466.7K | $11.04M | +182.0K | Added |
| 4 | Wells Fargo & Company/Mn | 462.6K | $10.94M | +13.3K | Added |
| 5 | Invesco Ltd. | 394.9K | $9.34M | +25.1K | Added |
| 6 | Key Financial Inc | 342.1K | $8.09M | +33.3K | Added |
| 7 | Raymond James Financial Inc | 332.7K | $7.87M | +131.8K | Added |
| 8 | Ubs Group AG | 254.2K | $6.01M | +57.8K | Added |
| 9 | Hightower Advisors, LLC | 230.7K | $5.46M | +71.2K | Added |
| 10 | Hills Bank & Trust Co | 230.4K | $5.45M | +23.8K | Added |
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