Invesco Inv Grade DefensiveIIGDETF
13F holders, Q2 2025 (June 30)22holders +3
4new positions
0sold out
1famous investor
$24.69avg. 13F price*
At the end of Q2 2025, 22 institutions reported holding Invesco Inv Grade Defensive (IIGD) in their 13F filings, up 3 from Q1 2025. 4 opened new positions and 0 sold out. The largest holders were LPL Financial LLC ($3.9M), Integrity Alliance, Llc. ($2.1M) and Atria Wealth Solutions, Inc. ($1.9M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $476K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 116,702 shares bought and 4,558 shares sold, net +112,144 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| LPL Financial LLC | 0.00% | Add +40.6% | 158,663 | $3.9M |
| Integrity Alliance, Llc. | 0.11% | Add +33.6% | 84,982 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.04% | No change | 75,000 | $1.9M |
| Scotia Capital Inc. | 0.01% | Add +58.1% | 60,672 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +0.6% | 50,927 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -7.5% | 48,725 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.3% | 28,908 | $714K |
| LM Advisors LLC | 0.09% | No change | 28,494 | $704K |
| HighTower Advisors, LLC | 0.00% | No change | 21,002 | $519K |
| Trilogy Capital Inc. | 0.02% | No change | 16,625 | $410K |
| Jane Street Group, LLC | 0.00% | Add +9.4% | 15,579 | $385K |
| Core Wealth Advisors, Inc. | 0.10% | New | 14,195 | $350K |
| Osaic Holdings, Inc. | 0.00% | Add +96.3% | 12,764 | $315K |
| Ancora Advisors LLC | 0.01% | No change | 10,000 | $247K |
| Copia Wealth Management | 0.07% | No change | 3,189 | $79K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.6% | 2,665 | $66K |
| Raymond James Financial Inc. | 0.00% | New | 2,621 | $65K |
| JPMorgan Chase & Co. | 0.00% | New | 2,480 | $61K |
| Morgan Stanley | 0.00% | Add +0.9% | 661 | $16K |
| Bank of America Corp. | 0.00% | Reduce -40.5% | 641 | $16K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $123 |
| FMR LLC | 0.00% | New | 1 | $25 |
"% of holder's portfolio" is IIGD's weight in each manager's 13F, not the share of Invesco Inv Grade Defensive the manager owns.