Institutional Ownership Inv Act Mgd Ex Trd Fd Tr (IHYF)
This table provides information about the institutional ownership of Inv Act Mgd Ex Trd Fd Tr (IHYF). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 2.3 Million shares, which have been reported (via 13F filing form) to have a value of $50.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,901,083
shares
|
$42.1 Million
0.01% of portfolio
|
Q2 2025
Added 32.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
114,457
shares
|
$2.53 Million
0.0% of portfolio
|
Q2 2025
Added 762.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
101,218
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
51,938
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
42,041
shares
|
$929,946
0.07% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
19,700
shares
|
$435,764
0.08% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
19,222
shares
|
$425,190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
17,539
shares
|
$387,962
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
17,017
shares
|
$376,416
0.18% of portfolio
|
Q2 2025
Reduced 96.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
14,536
shares
|
$321,536
0.0% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
861
shares
|
$19,045
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
341
shares
|
$7,542
0.0% of portfolio
|
Q4 2024
Reduced 68.54%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
154
shares
|
$3,406
0.0% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$22
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|