INVESCO INV GRADE DEFENSIVE (IIGD) Institutional Ownership Changes & 13F Activity
INVESCO INV GRADE DEFENSIVE (IIGD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Newedge Advisors, Llc, Scotia Capital Inc., Core Wealth Advisors, Inc., Jane Street Group, Llc, and Lpl Financial Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Core Wealth Advisors, Inc. | Buy | +24,494 | +64.9% | 62,255 | $1.53M | Q1 2026 | May 18, 2026 |
| Citadel Advisors Llc | Buy | +13,666 | +130.8% | 24,113 | $593.18K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -6,477 | -55.4% | 5,208 | $128.04K | Q1 2026 | May 15, 2026 |
| Kintra Wealth, Llc | Sell | -2,666 | -1.1% | 230,255 | $5.66M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +605 | +22.7% | 3,270 | $80.44K | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | Buy | +267 | — | 267 | $6.58K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +6 | +0.9% | 679 | $16.70K | Q1 2026 | May 15, 2026 |
| Lm Advisors Llc | Buy | +33 | +4.8% | 721 | $29.31K | Q1 2026 | May 14, 2026 |
| Scotia Capital Inc. | Buy | +28,530 | +44.1% | 93,221 | $2.29M | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Sell | -20,657 | -65.1% | 11,053 | $271.90K | Q1 2026 | May 12, 2026 |
| Collier Financial | Sell | -594 | -11.4% | 4,615 | $113.53K | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, Llc | Sell | -2,442 | -8.8% | 25,381 | $624.38K | Q1 2026 | May 08, 2026 |
| Lpl Financial Llc | Buy | +19,754 | +8.5% | 253,182 | $6.23M | Q1 2026 | May 06, 2026 |
| Hightower Advisors, Llc | Buy | +5,000 | +45.4% | 16,002 | $393.65K | Q1 2026 | May 05, 2026 |
| Copia Wealth Management | Sell | -1,215 | -38.1% | 1,974 | $48.55K | Q1 2026 | May 04, 2026 |
| Trilogy Capital Inc. | Buy | +4,200 | +14.5% | 33,124 | $814.85K | Q1 2026 | Apr 22, 2026 |
| Newedge Advisors, Llc | Sell | -49,463 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 18, 2026 |
| Bank Of America Corp | Sell | -1,058 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 17, 2026 |
| Ubs Group Ag | Sell | -72 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 29, 2026 |
Frequently asked questions about IIGD activity
Which institutional owners are buying IIGD?
Institutional owners buying IIGD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IIGD activity?
"Buy" means an investor increased their reported position in IIGD compared to the prior reporting period. This reflects growing exposure to INVESCO INV GRADE DEFENSIVE (IIGD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IIGD increasing?
Institutional interest in IIGD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.