Who owns IROC?
Invesco Rochester High Yield Municipal ETF · Invesco
28 institutions reported holding IROC, worth $116.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IROC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Invesco Ltd. | Atlanta, GA | $93.9M | 1,830,745 | No change |
| Ashton Thomas Securities, LLC | Rochester, NY | $3.7M | 72,126 | New position |
| ABLE Financial Group, LLC | Scottsdale, AZ | $3.5M | 67,582 | +13,949 shares |
| Arax Advisory Partners | New York, NY | $2.3M | 43,968 | No change |
| Gladstone Institutional Advisory LLC | Bedminster, NJ | $2.0M | 39,615 | +1,030 shares |
| Capital Analysts, LLC | Fort Washington, PA | $1.6M | 31,100 | +1,035 shares |
| Cetera Investment Advisers | Schaumburg, IL | $1.3M | 24,640 | +5,862 shares |
| LPL Financial LLC | Fort Mill, SC | $1.1M | 22,308 | +7,543 shares |
| Jane Street Group, LLC | New York, NY | $1.0M | 20,430 | −5,646 shares |
| MGO One Seven LLC | Beachwood, OH | $923K | 18,000 | New position |
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.
Similar ETFs
Compare what they hold: IROC vs LEND, IROC vs MUNY, IROC vs OPER, IROC vs SEIX.
Frequently asked questions
Who owns IROC?
28 institutional managers reported holding IROC in Form 13F filings for June 30, 2026, worth $116.2M in total. The largest reported position was held by Invesco Ltd., at $93.9M.
Did institutions buy or sell IROC last quarter?
Reported 13F value rose 9.7% from March 31, 2026, which includes price moves as well as buying and selling. 12 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 IROC 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.