Stock ownership · SEC 13F · Q4 2025

INVESCO SHORT TERM

Who owns INVESCO SHORT TERM (CUSIP 46138G888)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$11.8M
Reported value
2
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 2 institutions report $11.8M in INVESCO SHORT TERM positions, ownership that is dominated by its top few institutional owners.

2
institutions hold it
$11.8M
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 46138G888 · Q4 2025 $12M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-TRACE $11.8M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - INVESCO SHORT TERM'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 SHORT TERM position has held steady from 2 to 2 over the last 8 quarters of 13F filings.

0.511.522.5 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 2
Distinct 13F filers holding INVESCO SHORT TERM, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Clear Retirement Advice LLC 111,906 $11.8M 100.0%
2 Strategic Investment Solutions, Inc. /IL 15 $2K 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among INVESCO SHORT TERM's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

Clear Retirement Advice LLC $11.8M
Strategic Investment Solutions, Inc. /IL $2K

Complete exits (2)

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

Frequently Asked Questions

How many institutions hold INVESCO SHORT TERM?▼
INVESCO SHORT TERM is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of INVESCO SHORT TERM?▼
Institutions report $11.8M of INVESCO SHORT TERM as of Q4 2025.
How concentrated is ownership of INVESCO SHORT TERM?▼
The top five institutional holders account for 100% of the reported institutional value in INVESCO SHORT TERM, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of INVESCO SHORT TERM?▼
Clear Retirement Advice LLC is the largest reported holder of INVESCO SHORT TERM with $11.8M across 111,906 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.