Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46139W825INVESCO BULLETSHBSCXQ1 2026
Institutional Holders
118
13F filers
Shares Held
32.87M
Aggregate institutional
Institutional Value
$673.98M
Q1 2026
Net New Holders
+12
18 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions18
Increased63
Decreased21
Sold out6
Institutional Holders
118 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 7.00M | $148.14M | +125.7K | Added |
| 2 | Raymond James Financial Inc | 3.23M | $68.30M | +199.1K | Added |
| 3 | Clearstead Advisors, LLC | 2.66M | $56.30M | +212.9K | Added |
| 4 | Ameriprise Financial Inc | 2.50M | $52.84M | +91.4K | Added |
| 5 | Lpl Financial LLC | 2.00M | $42.38M | +170.7K | Added |
| 6 | Morgan Stanley | 1.90M | $40.28M | +207.8K | Added |
| 7 | Invesco Ltd. | 861.6K | $18.22M | +45.4K | Added |
| 8 | Wells Fargo & Company/Mn | 829.3K | $17.54M | +130.1K | Added |
| 9 | Motley Fool Wealth Management, LLC | 543.5K | $11.49M | −121.8K | Reduced |
| 10 | Baird Financial Group, Inc. | 530.7K | $11.22M | +64.5K | Added |
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