IROC Institutional Ownership
Invesco Rochester High Yield Municipal ETF
1W: -0.7%
1M: -4.1%
3M: -6.5%
YTD: -5.0%
1Y: -4.8%
3Y: +2.8%
$47.81
-0.26 (-0.54%)
Weekly Expected Move ±1.0%
$47
$47
$48
$48
$49
Overview
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Holdings
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Institutional Ownership — IROC
29
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
116M
Total Invested
12
New Positions
10
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (30 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 1,830,745 | $88M | — | +0.0% | 14Q | SEC ↗ |
| 2 | ASHTON THOMAS SECURITIES, LLC NEW | 72,126 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 3 | ABLE Financial Group, LLC | 67,582 | $3M | +13,949 | +26.0% | 7Q | SEC ↗ |
| 4 | Arax Advisory Partners | 43,968 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 5 | Gladstone Institutional Advisory LLC | 39,615 | $2M | +1,030 | +2.7% | 2Q | SEC ↗ |
| 6 | Capital Analysts, LLC | 31,100 | $1M | +1,035 | +3.4% | 4Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 24,640 | $1M | +5,862 | +31.2% | 4Q | SEC ↗ |
| 8 | LPL Financial LLC | 22,308 | $1M | +7,543 | +51.1% | 3Q | SEC ↗ |
| 9 | JANE STREET GROUP, LLC | 20,430 | $977K | -5,646 | -21.7% | 3Q | SEC ↗ |
| 10 | MGO ONE SEVEN LLC NEW | 18,000 | $861K | — | +0.0% | 1Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 17,846 | $853K | +2,914 | +19.5% | 5Q | SEC ↗ |
| 12 | Sanctuary Advisors, LLC | 17,468 | $835K | +7,320 | +72.1% | 3Q | SEC ↗ |
| 13 | OneDigital Investment Advisors LLC NEW | 12,675 | $606K | — | +0.0% | 1Q | SEC ↗ |
| 14 | NAPLES GLOBAL ADVISORS, LLC | 9,569 | $457K | +3,400 | +55.1% | 2Q | SEC ↗ |
| 15 | CoreCap Advisors, LLC | 5,746 | $275K | +397 | +7.4% | 5Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 5,315 | $254K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Modern Wealth Management, LLC NEW | 4,866 | $233K | — | +0.0% | 1Q | SEC ↗ |
| 18 | World Investment Advisors | 4,743 | $227K | — | +0.0% | 7Q | SEC ↗ |
| 19 | Turner Financial Group, Inc. NEW | 4,495 | $215K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Envestnet Portfolio Solutions, Inc. NEW | 4,317 | $206K | — | +0.0% | 1Q | SEC ↗ |
| 21 | CITADEL ADVISORS LLC NEW | 4,164 | $199K | — | +0.0% | 1Q | SEC ↗ |
| 22 | PNC Financial Services Group, Inc. NEW | 3,001 | $143K | — | +0.0% | 1Q | SEC ↗ |
| 23 | PRIVATE TRUST CO NA NEW | 1,083 | $52K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Farther Finance Advisors, LLC NEW | 990 | $47K | — | +0.0% | 1Q | SEC ↗ |
| 25 | FIFTH THIRD BANCORP | 170 | $8K | +10 | +6.2% | 2Q | SEC ↗ |
| 26 | Sunrise Financial Services, LLC | 100 | $5K | — | +0.0% | 2Q | SEC ↗ |
| 27 | UBS Group AG NEW | 90 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 28 | AE Wealth Management LLC | 30 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 29 | Private Advisor Group, LLC | 0 | $0K | -5,160 | -100.0% | 1Q | SEC ↗ |
| 30 | U.S. Capital Wealth Advisors, LLC | 0 | $0K | -6,400 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| ASHTON THOMAS SECURITIES, LLC | 72,126 | $3M |
| MGO ONE SEVEN LLC | 18,000 | $861K |
| OneDigital Investment Advisors LLC | 12,675 | $606K |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,315 | $254K |
| Modern Wealth Management, LLC | 4,866 | $233K |
| Turner Financial Group, Inc. | 4,495 | $215K |
| Envestnet Portfolio Solutions, Inc. | 4,317 | $206K |
| CITADEL ADVISORS LLC | 4,164 | $199K |
| PNC Financial Services Group, Inc. | 3,001 | $143K |
| PRIVATE TRUST CO NA | 1,083 | $52K |
| Farther Finance Advisors, LLC | 990 | $47K |
| UBS Group AG | 90 | $4K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 6,400 | $306K |
| Private Advisor Group, LLC | 5,160 | $247K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ABLE Financial Group, LLC | +13,949 | +26.0% | 67,582 |
| LPL Financial LLC | +7,543 | +51.1% | 22,308 |
| Sanctuary Advisors, LLC | +7,320 | +72.1% | 17,468 |
| Cetera Investment Advisers | +5,862 | +31.2% | 24,640 |
| NAPLES GLOBAL ADVISORS, LLC | +3,400 | +55.1% | 9,569 |
| OSAIC HOLDINGS, INC. | +2,914 | +19.5% | 17,846 |
| Capital Analysts, LLC | +1,035 | +3.4% | 31,100 |
| Gladstone Institutional Advisory LL | +1,030 | +2.7% | 39,615 |
| CoreCap Advisors, LLC | +397 | +7.4% | 5,746 |
| FIFTH THIRD BANCORP | +10 | +6.2% | 170 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -5,646 | -21.7% | 20,430 |