BSCT: 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)
353 institutions reported holding $2.16B of Invesco Exch Trd Slf Idx Fd on Form 13F (342 the quarter before). 35 opened a new position and 19 sold out. Shares held by institutions: +2%.
| Largest holders | Shares | Value |
|---|---|---|
| MORGAN STANLEY | 9,596,451 | $178.25M |
| WELLS FARGO & COMPANY/MN | 6,867,873 | $127.57M |
| Lido Advisors, LLC | 5,824,764 | $108.20M |
| RAYMOND JAMES FINANCIAL INC | 5,450,614 | $101.25M |
| LPL Financial LLC | 5,418,387 | $100.65M |
| Clearstead Advisors, LLC | 3,664,565 | $68.07M |
| BANK OF AMERICA CORP /DE/ | 3,658,064 | $67.95M |
| Invesco Ltd. | 3,599,890 | $66.87M |
| UBS Group AG | 2,790,031 | $51.82M |
| ROYAL BANK OF CANADA | 2,749,889 | $51.08M |
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