Invesco Inv Grade DefensiveIIGDETF
13F holders, Q1 2026 (March 31)18holders −2
1new positions
3sold out
1famous investor
$24.61avg. 13F price*
At the end of Q1 2026, 18 institutions reported holding Invesco Inv Grade Defensive (IIGD) in their 13F filings, down 2 from Q4 2025. 1 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($6.2M), Kintra Wealth, LLC ($5.7M) and Scotia Capital Inc. ($2.3M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $7K |
| Exits | 3 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 96,555 shares bought and 84,644 shares sold, net +11,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| LPL Financial LLC | 0.00% | Add +8.5% | 253,182 | $6.2M |
| Kintra Wealth, LLC | 0.40% | Reduce -1.1% | 230,255 | $5.7M |
| Scotia Capital Inc. | 0.01% | Add +44.1% | 93,221 | $2.3M |
| Core Wealth Advisors, Inc. | 0.37% | Add +64.9% | 62,255 | $1.5M |
| Trilogy Capital Inc. | 0.04% | Add +14.5% | 33,124 | $815K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -8.8% | 25,381 | $624K |
| Citadel Advisors | 0.00% | Add +130.8% | 24,113 | $593K |
| HighTower Advisors, LLC | 0.00% | Add +45.5% | 16,002 | $394K |
| Jane Street Group, LLC | 0.00% | Reduce -65.1% | 11,053 | $272K |
| Ancora Advisors LLC | 0.01% | No change | 10,000 | $246K |
| Osaic Holdings, Inc. | 0.00% | Reduce -55.4% | 5,208 | $128K |
| Collier Financial | 0.09% | Reduce -11.4% | 4,615 | $114K |
| Harbour Investments, Inc. | 0.00% | Add +22.7% | 3,270 | $80K |
| Copia Wealth Management | 0.03% | Reduce -38.1% | 1,974 | $49K |
| LM Advisors LLC | 0.16% | Add +4.8% | 721 | $29K |
| Morgan Stanley | 0.00% | Add +0.9% | 679 | $17K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 267 | $7K |
| 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.