13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
PDP

INVESCO EXCHANGE TRADED FD T

216 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V837·Exchange Traded Fund·216 13F holders·last filed Mar 31, 2026
Market cap
—
— 0.0%
vs prior quarter
13F value held
$559M
75.0% inst. owned
of float
Holders
216
-95 QoQ
filers reporting
Activity
+70 / −46
+797 added · −682 reduced
this quarter
Concentration
14.82%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

216 institutions reported PDP in Q1 2026. MORGAN STANLEY leads at 14.8% of the visible book. -95 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$83M686K0.01%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$65M537K0.02%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$50M411K0.01%Q1 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$47M386K0.07%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$39M325K0.00%Q1 202606
ROYAL BANK OF CANADA
CIK 0001000275
$37M306K0.01%Q1 202607
LPL Financial LLC
CIK 0001403438
$34M284K0.01%Q1 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$30M245K0.03%Q1 202609
UBS Group AG
CIK 0001610520
$26M214K0.00%Q1 202610
Summit Financial, LLC
CIK 0001765536
$25M211K0.32%Q1 202611
Rockefeller Capital Management L.P.
CIK 0001739439
$19M156K0.03%Q1 202612
Prospera Financial Services Inc
CIK 0001541625
$17M140K0.27%Q1 202613
Savant Capital, LLC
CIK 0001482880
$16M133K0.08%Q1 202614
NewSquare Capital LLC
CIK 0001546989
$13M108K1.13%Q1 202615
Strid Group, LLC
CIK 0001625800
$13M107K1.60%Q1 202616
AMERIPRISE FINANCIAL INC
CIK 0000820027
$13M106K0.00%Q1 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$9M76K0.02%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M68K0.00%Q1 202619
NewEdge Advisors, LLC
CIK 0001633516
$8M65K0.03%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M62K0.01%Q1 2026
Page 1 of 11
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