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 18 institutions that hold shares in the stock, with a total of 2.11 Million shares, which have been reported (via 13F filing form) to have a value of $46.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,182,779
shares
|
$26.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
531,435
shares
|
$11.8 Million
6.38% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
142,513
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2024
Added 27.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
61,505
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
47,093
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
45,445
shares
|
$1.01 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
19,700
shares
|
$435,764
0.09% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,984
shares
|
$419,926
0.0% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
18,973
shares
|
$419,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
13,506
shares
|
$298,752
0.0% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
12,270
shares
|
$271,412
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
11,689
shares
|
$258,560
0.09% of portfolio
|
Q3 2024
Reduced 79.3%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,084
shares
|
$23,978
0.0% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
378
shares
|
$8,361
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
149
shares
|
$3,295
0.0% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
97
shares
|
$2,145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
59
shares
|
$1,305
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|