Vault-13

INVESCO EXCH TRD SLF IDX FD

BULSHS 2025 MUNI · CUSIP 46138J528

1 institutional holders -119 vs Q3 2025
$1principal reported held*
$24reported value*
0 new 0 added 1 reduced 117 sold out net sold ≈ $154.6m (-6.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 54Q4 22: 68Q1 23: 75Q2 23: 78Q3 23: 81Q4 23: 101Q1 24: 103Q2 24: 115Q3 24: 115Q4 24: 127Q1 25: 132Q2 25: 127Q3 25: 120Q4 25: 11Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202254
Q4 202268
Q1 202375
Q2 202378
Q3 202381
Q4 2023101
Q1 2024103
Q2 2024115
Q3 2024115
Q4 2024127
Q1 2025132
Q2 2025127
Q3 2025120
Q4 20251

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q1 24: 57 bought or addedQ1 24: 31 cut or sold outQ2 24: 58 bought or addedQ2 24: 36 cut or sold outQ2 24Q3 24: 68 bought or addedQ3 24: 32 cut or sold outQ4 24: 66 bought or addedQ4 24: 30 cut or sold outQ4 24Q1 25: 59 bought or addedQ1 25: 54 cut or sold outQ2 25: 48 bought or addedQ2 25: 62 cut or sold outQ2 25Q3 25: 32 bought or addedQ3 25: 60 cut or sold outQ4 25: 0 bought or addedQ4 25: 118 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20245731
Q2 20245836
Q3 20246832
Q4 20246630
Q1 20255954
Q2 20254862
Q3 20253260
Q4 20250118

Biggest buyers

None

Biggest sellers

WELLS FARGO & COMPANY/MN Sold out -635,509-635.5k
LPL Financial LLC Sold out -405,428-405.4k
Invesco Ltd. Sold out -321,254-321.3k
BANK OF AMERICA CORP /DE/ Sold out -301,420-301.4k
CWM, LLC Sold out -246,018-246.0k
MORGAN STANLEY Sold out -198,764-198.8k
Atlantic Union Bankshares Corp Sold out -191,229-191.2k
OSAIC HOLDINGS, INC. Sold out -188,054-188.1k
ENVESTNET ASSET MANAGEMENT INC Sold out -187,101-187.1k
Integrated Wealth Concepts LLC Sold out -185,867-185.9k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $24 $24 0.00% Reduced -9.7k -9,721