Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J577BULETSHS 2029BSCTQ1 2026
Institutional Holders
339
13F filers
Shares Held
116.69M
Aggregate institutional
Institutional Value
$2.13B
Q1 2026
Net New Holders
+19
29 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions29
Increased205
Decreased53
Sold out10
Institutional Holders
339 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 8.94M | $166.76M | +648.0K | Added |
| 2 | Wells Fargo & Company/Mn | 6.85M | $127.81M | +695.1K | Added |
| 3 | Lido Advisors, LLC | 6.35M | $118.43M | −39.7K | Reduced |
| 4 | Lpl Financial LLC | 4.75M | $88.66M | +402.4K | Added |
| 5 | Raymond James Financial Inc | 4.72M | $88.03M | −284.3K | Reduced |
| 6 | Clearstead Advisors, LLC | 3.61M | $67.38M | +210.4K | Added |
| 7 | Bank Of America Corp /De/ | 3.49M | $65.07M | +845.1K | Added |
| 8 | Invesco Ltd. | 3.18M | $59.29M | +271.6K | Added |
| 9 | Avior Wealth Management, LLC | 2.60M | $48.51M | −15.5K | Reduced |
| 10 | Ubs Group AG | 2.57M | $48.00M | −65.9K | Reduced |
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