13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMega-capCrowded
SPGP

INVESCO EXCHANGE TRADED FD T

322 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 46137V431·Exchange Traded Fund·322 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.5%
vs prior quarter
13F value held
$819M
61.0% inst. owned
of float
Holders
322
-89 QoQ
filers reporting
Activity
+60 / −35
+917 added · −729 reduced
this quarter
Concentration
24.29%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

322 institutions reported SPGP in Q1 2026. MORGAN STANLEY leads at 24.3% of the visible book. -89 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
$199M1.8M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$129M1.2M0.03%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$78M729K0.02%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$76M706K0.01%Q1 202605
FIFTH THIRD BANCORP
CIK 0000035527
$44M412K0.08%Q1 202606
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$40M369K0.02%Q1 202607
HOWARD FINANCIAL SERVICES, LTD.
CIK 0001768130
$37M341K4.13%Q1 202608
Campbell Deegan Wealth Management, LLC
CIK 0002059743
$21M194K16.67%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$20M190K0.03%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$19M180K0.00%Q1 202611
Coastal Bridge Advisors, LLC
CIK 0001665976
$18M168K1.28%Q1 202612
UBS Group AG
CIK 0001610520
$18M165K0.00%Q1 202613
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$17M160K0.01%Q1 202614
TrinityPoint Wealth, LLC
CIK 0001766510
$17M163K2.40%Q4 202415
Creative Planning
CIK 0001540235
$16M152K0.01%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$15M141K0.02%Q1 202617
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$14M134K0.01%Q1 202618
Cedar Wealth Management, LLC
CIK 0001665642
$13M123K3.85%Q1 202619
WESCAP Management Group, Inc.
CIK 0001667140
$13M120K2.55%Q1 202620
Cetera Investment Advisers
CIK 0001666741
$13M119K0.01%Q1 2026
Page 1 of 17
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