Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J510BULSHS 2026 MUNIBSMQQ1 2026
Institutional Holders
142
13F filers
Shares Held
8.90M
Aggregate institutional
Institutional Value
$206.38M
Q1 2026
Net New Holders
-3
15 new · 18 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions15
Increased58
Decreased39
Sold out18
Institutional Holders
142 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 610.8K | $14.43M | +5.1K | Added |
| 2 | Bank Of America Corp /De/ | 554.8K | $13.11M | +116.5K | Added |
| 3 | Lpl Financial LLC | 506.5K | $11.97M | −24.7K | Reduced |
| 4 | Ubs Group AG | 395.3K | $9.34M | +173.8K | Added |
| 5 | Invesco Ltd. | 388.1K | $9.17M | +10.3K | Added |
| 6 | Truist Financial Corp | 334.4K | $7.90M | +25.0K | Added |
| 7 | Raymond James Financial Inc | 285.0K | $6.73M | +126.3K | Added |
| 8 | Morgan Stanley | 234.1K | $5.53M | −71.6K | Reduced |
| 9 | Summit Financial, LLC | 213.7K | $5.05M | +1.7K | Added |
| 10 | Osaic Holdings, Inc. | 212.9K | $5.03M | −4.9K | Reduced |
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