Stock ownership · SEC 13F · Q4 2025

INVESCO S&P 500 HIGH

Who owns INVESCO S&P 500 HIGH (CUSIP 46138E362)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$23K
Reported value
3
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 3 institutions report $23K in INVESCO S&P 500 HIGH positions, ownership that is dominated by its top few institutional owners.

3
institutions hold it
$23K
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 46138E362 · Q4 2025 $0M reported

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

  • VALUE-TRACE $0.0M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - INVESCO S&P 500 HIGH's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of INVESCO S&P 500 HIGH
  1. 1
    Strategic Investment Solutions, Inc. /IL $14K
  2. 2
    Anchor Investment Management, LLC $7K
  3. 3
    Bell Investment Advisors, Inc $1K

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a INVESCO S&P 500 HIGH position has risen from 2 to 3 over the last 8 quarters of 13F filings.

0123456 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 3
Distinct 13F filers holding INVESCO S&P 500 HIGH, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Strategic Investment Solutions, Inc. /IL 300 $14K 62.9%
2 Anchor Investment Management, LLC 149 $7K 31.2%
3 Bell Investment Advisors, Inc 28 $1K 5.9%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among INVESCO S&P 500 HIGH's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

Strategic Investment Solutions, Inc. /IL $14K
Anchor Investment Management, LLC $7K

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
KERR FINANCIAL PLANNING Corp exited
Strategic Advocates LLC exited

Frequently Asked Questions

How many institutions hold INVESCO S&P 500 HIGH?▼
INVESCO S&P 500 HIGH is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of INVESCO S&P 500 HIGH?▼
Institutions report $23K of INVESCO S&P 500 HIGH as of Q4 2025.
How concentrated is ownership of INVESCO S&P 500 HIGH?▼
The top five institutional holders account for 100% of the reported institutional value in INVESCO S&P 500 HIGH, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of INVESCO S&P 500 HIGH?▼
Strategic Investment Solutions, Inc. /IL is the largest reported holder of INVESCO S&P 500 HIGH with $14K across 300 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.