BSCU: 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)
312 institutions reported holding $2.09B of Invesco Exch Trd Slf Idx Fd on Form 13F (299 the quarter before). 33 opened a new position and 15 sold out. Shares held by institutions: +6%.
| Largest holders | Shares | Value |
|---|---|---|
| MORGAN STANLEY | 10,913,052 | $181.65M |
| Aptus Capital Advisors, LLC | 9,388,158 | $156.27M |
| Lido Advisors, LLC | 8,359,538 | $139.14M |
| Waverly Advisors, LLC | 5,572,712 | $92.76M |
| LPL Financial LLC | 5,547,683 | $92.34M |
| RAYMOND JAMES FINANCIAL INC | 5,531,701 | $92.08M |
| Invesco Ltd. | 4,705,304 | $78.32M |
| Clearstead Advisors, LLC | 3,910,447 | $65.09M |
| WELLS FARGO & COMPANY/MN | 3,541,844 | $58.95M |
| Atlantic Union Bankshares Corp | 3,202,800 | $53.31M |
Get new insider and activist filings the morning after: daily alerts. Not investment advice.