Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46139W502INVT GRD DEFSVIIGDQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
43.0%
Max % of class reported
Institutional Holders
18
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest Mar 7, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 7, 2025 | Bank Of New York Mellon Corp | 13G/A | — | 1 | SEC |
| 2 | Oct 7, 2024 | Bank Of New York Mellon Corp | 13G/A | 39.1% | 704.3K | SEC |
| 3 | Mar 11, 2024 | Bank Of New York Mellon Corp | 13G/A | 33.8% | 675.6K | SEC |
| 4 | Feb 9, 2024 | Bank Of New York Mellon Corp | 13G/A | 43.0% | 1.10M | SEC |
| 5 | Jan 24, 2024 | Bank Of New York Mellon Corp | 13G/A | 42.0% | 1.09M | SEC |
| 6 | Dec 11, 2023 | Bank Of New York Mellon Corp | 13G/A | 41.3% | 1.10M | SEC |
| 7 | Sep 11, 2023 | Bank Of New York Mellon Corp | 13G | 34.9% | 1.08M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 253.2K | $6.23M |
| 2 | Kintra Wealth, LLC | 230.3K | $5.66M |
| 3 | Scotia Capital Inc. | 93.2K | $2.29M |
| 4 | Core Wealth Advisors, Inc. | 62.3K | $1.53M |
| 5 | Trilogy Capital Inc. | 33.1K | $814.9K |
| 6 | Prime Capital Investment Advisors, LLC | 25.4K | $624.4K |
| 7 | Citadel Advisors LLC | 24.1K | $593.2K |
| 8 | Hightower Advisors, LLC | 16.0K | $393.6K |
| 9 | Jane Street Group, LLC | 11.1K | $271.9K |
| 10 | Ancora Advisors LLC | 10.0K | $246.0K |