Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46139W833BULLETSHS 32 MUNBSMWQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
64
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 | Morgan Stanley | 464.3K | $11.54M |
| 2 | Lpl Financial LLC | 421.9K | $10.49M |
| 3 | Stratos Wealth Advisors, LLC | 238.7K | $5.93M |
| 4 | Wells Fargo & Company/Mn | 237.1K | $5.89M |
| 5 | Atlantic Union Bankshares Corp | 226.1K | $5.62M |
| 6 | Confluence Investment Management LLC | 212.7K | $5.29M |
| 7 | Bank Of America Corp /De/ | 198.7K | $4.94M |
| 8 | Invesco Ltd. | 169.4K | $4.21M |
| 9 | Precedent Wealth Partners, LLC | 161.4K | $4.01M |
| 10 | Raymond James Financial Inc | 145.9K | $3.63M |