Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J783BULSHS 2027 CBBSCRQ1 2026
Institutional Holders
397
13F filers
Shares Held
196.96M
Aggregate institutional
Institutional Value
$3.80B
Q1 2026
Net New Holders
+18
37 new · 19 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions37
Increased203
Decreased95
Sold out19
Institutional Holders
397 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 70.69M | $1.40B | +3.85M | Added |
| 2 | Morgan Stanley | 10.31M | $202.35M | −71.3K | Reduced |
| 3 | Ubs Group AG | 8.23M | $161.53M | +4.01M | Added |
| 4 | Wells Fargo & Company/Mn | 7.28M | $142.95M | +120.0K | Added |
| 5 | Lpl Financial LLC | 7.17M | $140.73M | +432.1K | Added |
| 6 | Raymond James Financial Inc | 6.04M | $118.46M | +1.78M | Added |
| 7 | Bank Of America Corp /De/ | 5.59M | $109.67M | +572.0K | Added |
| 8 | Invesco Ltd. | 3.69M | $72.49M | +243.0K | Added |
| 9 | Mai Capital Management | 3.06M | $59.97M | +147.6K | Added |
| 10 | Hills Bank & Trust Co | 2.65M | $51.99M | +122.1K | Added |
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