Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46139W817INVESCO BULLETSHBSJVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
49
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Leo Wealth, LLC | 282.5K | $7.34M |
| 2 | Equitable Holdings, Inc. | 266.9K | $7.13M |
| 3 | Lpl Financial LLC | 249.2K | $6.48M |
| 4 | Concurrent Investment Advisors, LLC | 107.1K | $2.78M |
| 5 | Sfe Investment Counsel | 91.8K | $2.39M |
| 6 | Morgan Stanley | 91.6K | $2.38M |
| 7 | Raymond James Financial Inc | 76.4K | $1.99M |
| 8 | Lbmc Investment Advisors, LLC | 49.7K | $1.29M |
| 9 | Royal Bank Of Canada | 47.9K | $1.25M |
| 10 | Moneco Advisors, LLC | 47.5K | $1.23M |