Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J791BULSHS 2026 CBBSCQQ1 2026
Institutional Holders
401
13F filers
Shares Held
165.30M
Aggregate institutional
Institutional Value
$3.19B
Q1 2026
Net New Holders
-10
30 new · 40 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions30
Increased156
Decreased153
Sold out40
Institutional Holders
401 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 53.57M | $1.05B | −4.01M | Reduced |
| 2 | Lpl Financial LLC | 7.85M | $153.32M | +209.1K | Added |
| 3 | Wells Fargo & Company/Mn | 6.91M | $135.03M | −159.4K | Reduced |
| 4 | Morgan Stanley | 5.96M | $116.36M | −1.41M | Reduced |
| 5 | Bank Of America Corp /De/ | 4.12M | $80.39M | −1.23M | Reduced |
| 6 | Invesco Ltd. | 3.69M | $72.15M | +218.1K | Added |
| 7 | Raymond James Financial Inc | 3.55M | $69.28M | −1.09M | Reduced |
| 8 | Hills Bank & Trust Co | 2.92M | $57.08M | +99.0K | Added |
| 9 | Ubs Group AG | 2.66M | $51.87M | −4.47M | Reduced |
| 10 | Mai Capital Management | 2.61M | $51.05M | −136.3K | Reduced |
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