Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J577BULETSHS 2029BSCTQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
339
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 | 8.94M | $166.76M |
| 2 | Wells Fargo & Company/Mn | 6.85M | $127.81M |
| 3 | Lido Advisors, LLC | 6.35M | $118.43M |
| 4 | Lpl Financial LLC | 4.75M | $88.66M |
| 5 | Raymond James Financial Inc | 4.72M | $88.03M |
| 6 | Clearstead Advisors, LLC | 3.61M | $67.38M |
| 7 | Bank Of America Corp /De/ | 3.49M | $65.07M |
| 8 | Invesco Ltd. | 3.18M | $59.29M |
| 9 | Avior Wealth Management, LLC | 2.60M | $48.51M |
| 10 | Ubs Group AG | 2.57M | $48.00M |