— Know what they know.
Not Investment Advice

IIGD Institutional Ownership

Invesco Investment Grade Defensive ETF
1W: -0.2% 1M: -1.8% 3M: -2.5% YTD: -3.5% 1Y: -3.6% 3Y: +11.7% 5Y: +3.3%
$23.80
-0.04 (-0.15%)
 
Weekly Expected Move ±0.5%
$24 $24 $24 $24 $24
ETF AMEX · AUM $26.4M

Institutional Ownership — IIGD

20
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
16M
Total Invested
3
New Positions
7
Increased
6
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (23 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 189,612 5M -63,570 -25.1% 25Q SEC ↗
2 SCOTIA CAPITAL INC. 92,105 2M -1,116 -1.2% 13Q SEC ↗
3 Core Wealth Advisors, Inc. 79,270 2M +17,015 +27.3% 5Q SEC ↗
4 CITADEL ADVISORS LLC 57,170 1M +33,057 +137.1% 3Q SEC ↗
5 OSAIC HOLDINGS, INC. 37,491 892K +32,283 +619.9% 25Q SEC ↗
6 JANE STREET GROUP, LLC 33,747 803K +22,694 +205.3% 13Q SEC ↗
7 Trilogy Capital Inc. 33,124 788K — +0.0% 21Q SEC ↗
8 LM Advisors LLC 30,814 733K +30,093 +4173.8% 11Q SEC ↗
9 Prime Capital Investment Advisors, LLC 25,648 610K +267 +1.1% 13Q SEC ↗
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 20,816 495K — +0.0% 1Q SEC ↗
11 HighTower Advisors, LLC 16,002 381K — +0.0% 14Q SEC ↗
12 GOLDMAN SACHS GROUP INC NEW 11,075 264K — +0.0% 1Q SEC ↗
13 Collier Financial 4,530 108K -85 -1.8% 4Q SEC ↗
14 HARBOUR INVESTMENTS, INC. 3,030 72K -240 -7.3% 17Q SEC ↗
15 Copia Wealth Management 1,974 47K — +0.0% 7Q SEC ↗
16 Glen Eagle Advisors, LLC NEW 536 13K — +0.0% 1Q SEC ↗
17 Silver Grove Financial Group, Inc. 270 6K +3 +1.1% 2Q SEC ↗
18 Quest 10 Wealth Builders, Inc. 5 0K — +0.0% 7Q SEC ↗
19 MORGAN STANLEY 3 0K -676 -99.6% 9Q SEC ↗
20 KINTRA WEALTH, LLC 0 0K -230,255 -100.0% 2Q SEC ↗
21 BANK OF AMERICA CORP /DE 0 0K -1,058 -100.0% 13Q SEC ↗
22 UBS Group AG 0 0K -72 -100.0% 1Q SEC ↗
23 NewEdge Advisors, LLC 0 0K -49,463 -100.0% 12Q SEC ↗

Recent Activity

New Positions (3)
Sold Out (4)
HolderPrev SharesPrev Value
KINTRA WEALTH, LLC 230,255 5M
NewEdge Advisors, LLC 49,463 1M
BANK OF AMERICA CORP /DE 1,058 25K
UBS Group AG 72 2K
Biggest Increases (7)
HolderAddedChange %Total Shares
CITADEL ADVISORS LLC +33,057 +137.1% 57,170
OSAIC HOLDINGS, INC. +32,283 +619.9% 37,491
LM Advisors LLC +30,093 +4173.8% 30,814
JANE STREET GROUP, LLC +22,694 +205.3% 33,747
Core Wealth Advisors, Inc. +17,015 +27.3% 79,270
Prime Capital Investment Advisors, +267 +1.1% 25,648
Silver Grove Financial Group, Inc. +3 +1.1% 270
Biggest Decreases (5)
HolderReducedChange %Total Shares
LPL Financial LLC -63,570 -25.1% 189,612
SCOTIA CAPITAL INC. -1,116 -1.2% 92,105
MORGAN STANLEY -676 -99.6% 3
HARBOUR INVESTMENTS, INC. -240 -7.3% 3,030
Collier Financial -85 -1.8% 4,530

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms