Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46139W833BULLETSHS 32 MUNBSMWQ1 2026
Institutional Holders
64
13F filers
Shares Held
4.45M
Aggregate institutional
Institutional Value
$109.68M
Q1 2026
Net New Holders
+0
7 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased34
Decreased12
Sold out7
Institutional Holders
64 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 464.3K | $11.54M | +26.0K | Added |
| 2 | Lpl Financial LLC | 421.9K | $10.49M | −15.1K | Reduced |
| 3 | Stratos Wealth Advisors, LLC | 238.7K | $5.93M | +74.3K | Added |
| 4 | Wells Fargo & Company/Mn | 237.1K | $5.89M | −3.9K | Reduced |
| 5 | Atlantic Union Bankshares Corp | 226.1K | $5.62M | +21.8K | Added |
| 6 | Confluence Investment Management LLC | 212.7K | $5.29M | +103.7K | Added |
| 7 | Bank Of America Corp /De/ | 198.7K | $4.94M | +62.7K | Added |
| 8 | Invesco Ltd. | 169.4K | $4.21M | −2.6K | Reduced |
| 9 | Precedent Wealth Partners, LLC | 161.4K | $4.01M | +11.6K | Added |
| 10 | Raymond James Financial Inc | 145.9K | $3.63M | +7.7K | Added |
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