Invesco Inv Grade DefensiveIIGDETF
13F holders, Q1 2025 (March 31)19holders −5
1new positions
6sold out
1famous investor
$24.50avg. 13F price*
At the end of Q1 2025, 19 institutions reported holding Invesco Inv Grade Defensive (IIGD) in their 13F filings, down 5 from Q4 2024. 1 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($2.8M), Atria Wealth Solutions, Inc. ($1.8M) and Integrity Alliance, Llc. ($1.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Inv Grade Defensive
- CUSIP
- 46139W502
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.6M |
| Exits | 6 | $18.2M |
All 13F filers, Q4 2024 → Q1 2025: 78,139 shares bought and 867,962 shares sold, net −789,823 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| LPL Financial LLC | 0.00% | Add +7.0% | 112,876 | $2.8M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -21.1% | 75,000 | $1.8M |
| Integrity Alliance, Llc. | 0.06% | New | 63,592 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -10.5% | 52,646 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.7% | 50,604 | $1.2M |
| Scotia Capital Inc. | 0.01% | Reduce -14.7% | 38,368 | $940K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +1.0% | 29,009 | $711K |
| LM Advisors LLC | 0.13% | Reduce -15.3% | 28,494 | $698K |
| HighTower Advisors, LLC | 0.00% | No change | 21,002 | $515K |
| Trilogy Capital Inc. | 0.02% | Add +1.5% | 16,625 | $407K |
| Jane Street Group, LLC | 0.00% | Reduce -84.0% | 14,246 | $349K |
| Ancora Advisors LLC | 0.01% | No change | 10,000 | $245K |
| Collier Financial | 0.18% | Reduce -20.6% | 8,581 | $210K |
| Osaic Holdings, Inc. | 0.00% | Add +1721.3% | 6,502 | $159K |
| Copia Wealth Management | 0.07% | No change | 3,189 | $78K |
| Harbour Investments, Inc. | 0.00% | No change | 2,765 | $68K |
| Bank of America Corp. | 0.00% | Add +93.0% | 1,077 | $26K |
| Morgan Stanley | 0.00% | Add +0.9% | 655 | $16K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $123 |
"% of holder's portfolio" is IIGD's weight in each manager's 13F, not the share of Invesco Inv Grade Defensive the manager owns.