BSCR: 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)
407 institutions reported holding $3.56B of Invesco Exch Trd Slf Idx Fd on Form 13F (402 the quarter before). 33 opened a new position and 24 sold out. Shares held by institutions: -6%.
| Largest holders | Shares | Value |
|---|---|---|
| Lido Advisors, LLC | 54,893,698 | $1.08B |
| MORGAN STANLEY | 10,263,779 | $201.32M |
| UBS Group AG | 7,688,698 | $150.81M |
| LPL Financial LLC | 7,504,308 | $147.20M |
| WELLS FARGO & COMPANY/MN | 7,083,981 | $138.95M |
| RAYMOND JAMES FINANCIAL INC | 6,235,176 | $122.30M |
| BANK OF AMERICA CORP /DE/ | 5,750,292 | $112.79M |
| Invesco Ltd. | 4,001,961 | $78.50M |
| MAI Capital Management | 3,152,593 | $61.84M |
| Bluespring Wealth Management, LLC | 2,704,348 | $53.05M |
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