BSCS: 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)

402 institutions reported holding $2.67B of Invesco Exch Trd Slf Idx Fd on Form 13F (391 the quarter before). 37 opened a new position and 18 sold out. Shares held by institutions: +4%.

Largest holdersSharesValue
MORGAN STANLEY9,460,935$192.67M
LPL Financial LLC8,069,411$164.33M
WELLS FARGO & COMPANY/MN7,710,697$157.03M
RAYMOND JAMES FINANCIAL INC6,639,357$135.21M
UBS Group AG4,710,692$95.93M
BANK OF AMERICA CORP /DE/4,671,665$95.14M
Waverly Advisors, LLC4,637,273$94.44M
Lido Advisors, LLC4,562,494$92.92M
Invesco Ltd.3,829,782$77.99M
Clearstead Advisors, LLC3,274,980$66.69M

Get new insider and activist filings the morning after: daily alerts. Not investment advice.