ETF Holders

Who owns IIGD?

Bond

Invesco Investment Grade Defensive ETF · Invesco

20 institutions reported holding IIGD, worth $15.8M, in Form 13F filings for June 30, 2026.

13F holders
20
Institutional value
$15.8M
Change from prior quarter
-17.1%
−$3.3M, with price moves
New and sold-out firms
3 / 1
7 added, 5 trimmed

Top 10 institutional holders of IIGD

FirmLocationValueSharesChange
LPL Financial LLCFort Mill, SC$4.6M189,612−63,570 shares
Scotia Capital Inc.Toronto, Ontario, Canada$2.3M92,105−1,116 shares
Core Wealth Advisors, Inc.Lakeland, FL$1.9M79,270+17,015 shares
Citadel Advisors LLCMiami, FL$1.4M57,170+33,057 shares
Osaic Holdings, Inc.Scottsdale, AZ$917K37,491+32,283 shares
Jane Street Group, LLCNew York, NY$825K33,747+22,694 shares
Trilogy Capital Inc.Irvine, CA$810K33,124No change
LM Advisors LLCSan Diego, CA$754K30,814+30,093 shares
Prime Capital Investment Advisors, LLCOverland Park, KS$627K25,648+267 shares
Susquehanna International Group, LLPBala Cynwyd, PA$509K20,816New position
10 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns IIGD?

20 institutional managers reported holding IIGD in Form 13F filings for June 30, 2026, worth $15.8M in total. The largest reported position was held by LPL Financial LLC, at $4.6M.

Did institutions buy or sell IIGD last quarter?

Reported 13F value fell 17.1% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 1 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is IIGD ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.