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Institutional Ownership

Invesco Exch Trd Slf Idx Fd

CUSIP 46138J619RUSL 1000 DYNMOMFLQ1 2026

13D / 13G Filings
16
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
73.1%
Max % of class reported
Institutional Holders
259
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

16 filings · latest Feb 12, 2026

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#FiledReporting PersonForm% of ClassSharesFiling
1Feb 12, 2026Invesco Ltd.13G/A25.9%19.62MSEC
2Aug 7, 2025Invesco Ltd.13G/A24.1%20.65MSEC
3May 9, 2025Invesco Ltd.13G/A22.0%18.97MSEC
4Nov 6, 2024Invesco Ltd.13G/A23.1%22.46MSEC
5Feb 12, 2024Invesco Ltd.13G/A18.3%19.89MSEC
6Jun 12, 2023Invesco Ltd.13G/A22.7%18.44MSEC
7Apr 10, 2023Invesco Ltd.13G/A31.2%18.74MSEC
8Feb 3, 2023Invesco Ltd.13G/A37.4%19.12MSEC
9Dec 12, 2022Invesco Ltd.13G/A37.9%19.39MSEC
10Feb 11, 2022Invesco Ltd.13G/A43.6%17.77MSEC

6 more beneficial-ownership filings on Premium

See the full Schedule 13D/13G history for Invesco Exch Trd Slf Idx Fd.

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Top Institutional Holders (13F)

Largest reported positions · latest quarter

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#FundSharesValue
1Invesco Ltd.16.77M$1.01B
2Balentine LLC5.18M$311.46M
3Morgan Stanley4.40M$264.46M
4Bank Of New York Mellon Corp3.71M$223.14M
5Lpl Financial LLC2.70M$162.43M
6Bank Of America Corp /De/1.93M$116.22M
7Ubs Group AG1.15M$69.12M
8Independent Advisor Alliance893.6K$53.72M
9Mariner, LLC843.4K$50.71M
10Hbk Sorce Advisory LLC744.7K$50.11M