Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J643INVSCO BLSH 28BSCSQ1 2026
Institutional Holders
385
13F filers
Shares Held
128.64M
Aggregate institutional
Institutional Value
$2.58B
Q1 2026
Net New Holders
+8
37 new · 29 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions37
Increased218
Decreased80
Sold out29
Institutional Holders
385 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 9.09M | $185.68M | +461.7K | Added |
| 2 | Wells Fargo & Company/Mn | 7.88M | $160.87M | +48.7K | Added |
| 3 | Lpl Financial LLC | 7.65M | $156.29M | +368.9K | Added |
| 4 | Raymond James Financial Inc | 6.21M | $126.80M | −55.0K | Reduced |
| 5 | Lido Advisors, LLC | 4.92M | $100.52M | −420.4K | Reduced |
| 6 | Ubs Group AG | 4.81M | $98.26M | +1.12M | Added |
| 7 | Truwealth Advisors, LLC | 4.54M | $92.78M | +66.7K | Added |
| 8 | Bank Of America Corp /De/ | 4.47M | $91.22M | +752.0K | Added |
| 9 | Invesco Ltd. | 3.53M | $72.13M | +240.7K | Added |
| 10 | Clearstead Advisors, LLC | 3.26M | $66.48M | +192.9K | Added |
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