Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J494BULSHS 2027 MUNIBSMRQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
139
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 | Morgan Stanley | 563.8K | $13.34M |
| 2 | Lpl Financial LLC | 500.1K | $11.83M |
| 3 | Bank Of America Corp /De/ | 466.7K | $11.04M |
| 4 | Wells Fargo & Company/Mn | 462.6K | $10.94M |
| 5 | Invesco Ltd. | 394.9K | $9.34M |
| 6 | Key Financial Inc | 342.1K | $8.09M |
| 7 | Raymond James Financial Inc | 332.7K | $7.87M |
| 8 | Ubs Group AG | 254.2K | $6.01M |
| 9 | Hightower Advisors, LLC | 230.7K | $5.46M |
| 10 | Hills Bank & Trust Co | 230.4K | $5.45M |