Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46139W858BULLETSHS 2032BSCWQ1 2026
Institutional Holders
165
13F filers
Shares Held
54.80M
Aggregate institutional
Institutional Value
$1.11B
Q1 2026
Net New Holders
+8
19 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions19
Increased98
Decreased26
Sold out11
Institutional Holders
165 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 8.75M | $180.07M | +156.9K | Added |
| 2 | Morgan Stanley | 4.85M | $99.78M | +420.5K | Added |
| 3 | Raymond James Financial Inc | 4.44M | $91.44M | +762.5K | Added |
| 4 | Wells Fargo & Company/Mn | 3.25M | $66.95M | +248.6K | Added |
| 5 | Lpl Financial LLC | 2.30M | $47.35M | −33.0K | Reduced |
| 6 | Atlantic Union Bankshares Corp | 2.07M | $42.68M | +157.4K | Added |
| 7 | Ubs Group AG | 2.03M | $41.87M | +1.28M | Added |
| 8 | Hengehold Capital Management LLC | 1.90M | $39.09M | +39.3K | Added |
| 9 | Invesco Ltd. | 1.67M | $34.44M | +88.1K | Added |
| 10 | Moneco Advisors, LLC | 1.06M | $21.76M | +138.6K | Added |
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