Stock ownership · SEC 13F · Q4 2025

INVESCO EXCHANGE TRADED FD T

Who owns INVESCO EXCHANGE TRADED FD T (CUSIP 46137V613)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$2.3M
Reported value
1
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 1 institutions report $2.3M in INVESCO EXCHANGE TRADED FD T positions, ownership that is dominated by its top few institutional owners.

1
institutions hold it
$2.3M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46137V613 · Q4 2025 $2M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-QUIET · BOOK-MID

  • VALUE-TRACE $2.3M
  • HOLDERS-FOCUS 1 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-QUIET 0 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - INVESCO EXCHANGE TRADED FD T's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a INVESCO EXCHANGE TRADED FD T position has fallen from 4 to 1 over the last 7 quarters of 13F filings.

0123456 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 1
Distinct 13F filers holding INVESCO EXCHANGE TRADED FD T, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Bell Investment Advisors, Inc 48,247 $2.3M 100.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among INVESCO EXCHANGE TRADED FD T's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

Complete exits (4)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
CIBC Private Wealth Group LLC exited
Blue Fin Capital, Inc. exited
Cherry Tree Wealth Management, LLC exited

Frequently Asked Questions

How many institutions hold INVESCO EXCHANGE TRADED FD T?▼
INVESCO EXCHANGE TRADED FD T is held by 1 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of INVESCO EXCHANGE TRADED FD T?▼
Institutions report $2.3M of INVESCO EXCHANGE TRADED FD T as of Q4 2025.
How concentrated is ownership of INVESCO EXCHANGE TRADED FD T?▼
The top five institutional holders account for 100% of the reported institutional value in INVESCO EXCHANGE TRADED FD T, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of INVESCO EXCHANGE TRADED FD T?▼
Bell Investment Advisors, Inc is the largest reported holder of INVESCO EXCHANGE TRADED FD T with $2.3M across 48,247 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.