BSCQ: Invesco Exch Trd Slf Idx Fd insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
399 institutions reported holding $2.94B of Invesco Exch Trd Slf Idx Fd on Form 13F (409 the quarter before). 21 opened a new position and 27 sold out. Shares held by institutions: -9%.
| Largest holders | Shares | Value |
|---|---|---|
| Lido Advisors, LLC | 48,086,592 | $938.89M |
| LPL Financial LLC | 7,448,624 | $145.43M |
| WELLS FARGO & COMPANY/MN | 5,931,128 | $115.81M |
| MORGAN STANLEY | 5,778,792 | $112.83M |
| Invesco Ltd. | 4,023,401 | $78.56M |
| BANK OF AMERICA CORP /DE/ | 3,816,240 | $74.51M |
| RAYMOND JAMES FINANCIAL INC | 3,059,524 | $59.74M |
| MML INVESTORS SERVICES, LLC | 2,884,828 | $56.33M |
| St. Louis Financial Planners Asset Management, LLC | 2,683,625 | $52.42M |
| MAI Capital Management | 2,383,193 | $46.53M |
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