Invesco Inv Grade DefensiveIIGDETF
13F holders, Q4 2025 (December 31)20holders
3new positions
3sold out
1famous investor
$24.86avg. 13F price*
At the end of Q4 2025, 20 institutions reported holding Invesco Inv Grade Defensive (IIGD) in their 13F filings, unchanged from Q3 2025. 3 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($5.8M), Kintra Wealth, LLC ($5.8M) and Scotia Capital Inc. ($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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $6.0M |
| Exits | 3 | $5.9M |
All 13F filers, Q3 2025 → Q4 2025: 269,834 shares bought and 293,815 shares sold, net −23,981 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| LPL Financial LLC | 0.00% | Add +3.4% | 233,428 | $5.8M |
| Kintra Wealth, LLC | 0.81% | New | 232,921 | $5.8M |
| Scotia Capital Inc. | 0.01% | Add +6.7% | 64,691 | $1.6M |
| NewEdge Advisors, LLC | 0.00% | Add +1.1% | 49,463 | $1.2M |
| Core Wealth Advisors, Inc. | 0.24% | Add +57.9% | 37,761 | $938K |
| Jane Street Group, LLC | 0.00% | Reduce -30.8% | 31,710 | $788K |
| Trilogy Capital Inc. | 0.03% | No change | 28,924 | $719K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -4.7% | 27,823 | $691K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.3% | 11,685 | $290K |
| HighTower Advisors, LLC | 0.00% | Reduce -47.6% | 11,002 | $273K |
| Citadel Advisors | 0.00% | New | 10,447 | $260K |
| Ancora Advisors LLC | 0.01% | No change | 10,000 | $248K |
| Collier Financial | 0.10% | Reduce -19.4% | 5,209 | $129K |
| Copia Wealth Management | 0.06% | No change | 3,189 | $79K |
| Harbour Investments, Inc. | 0.00% | No change | 2,665 | $66K |
| LM Advisors LLC | 0.11% | Reduce -97.6% | 688 | $28K |
| Bank of America Corp. | 0.00% | Add +34.6% | 1,058 | $26K |
| Morgan Stanley | 0.00% | Add +0.9% | 673 | $17K |
| UBS Group AG | 0.00% | New | 72 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $124 |
"% of holder's portfolio" is IIGD's weight in each manager's 13F, not the share of Invesco Inv Grade Defensive the manager owns.