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 14 institutions that hold shares in the stock, with a total of 2.27 Million shares, which have been reported (via 13F filing form) to have a value of $50.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,438,734
shares
|
$31.8 Million
0.01% of portfolio
|
Q1 2025
Added 22.47%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
562,381
shares
|
$12.4 Million
6.77% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
90,920
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Added 18.12%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
49,941
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
45,400
shares
|
$1 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
19,700
shares
|
$435,764
0.09% 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
|
May 14, 2025 Q1 2025 |
17,423
shares
|
$385,396
0.0% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
13,506
shares
|
$298,752
0.0% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
13,266
shares
|
$293,443
0.0% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
861
shares
|
$19,045
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
341
shares
|
$7,542
0.0% of portfolio
|
Q4 2024
Reduced 68.54%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
151
shares
|
$3,340
0.0% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|