# INVESCO S&P S&P SMLCP HELT

INVESCO S&P S&P SMLCP HELT is a security (CUSIP 46138E149) tracked across SEC portfolio filings. 83 institutional managers reported $29.8M on Form 13F as of 2026-06-30.

## Summary

- Issuer: INVESCO S&P
- Class: S&P SMLCP HELT
- CUSIP: 46138E149
- 13F holders: 83
- 13F value: $29.8M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 83 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| IHT Wealth Management, LLC | Chicago, IL | $2.7M | 64,442 |
| MORGAN STANLEY | NEW YORK, NY | $1.9M | 44,989 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $1.8M | 44,610 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $1.7M | 41,329 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $1.7M | 40,644 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $1.6M | 38,796 |
| [PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC](https://search.stillhousedata.com/firm/330050) | MINNEAPOLIS, MN | $1.4M | 27,403 |
| Tower Research Capital LLC (TRC) | NEW YORK, NY | $1.2M | 29,960 |
| Royal Bank of Canada | TORONTO, A6 | $1.2M | 28,130 |
| Montecito Bank & Trust | SANTA BARBARA, CA | $1.1M | 21,207 |
| [MGB Wealth Management, LLC](https://search.stillhousedata.com/firm/307995) | ADDISON, TX | $1.1M | 24,774 |
| PACIFIC SUN FINANCIAL CORP | ALISO VIEJO, CA | $958K | 23,293 |
| UBS Group AG | Zurich, V8 | $917K | 22,277 |
| McGuire Investment Group, LLC | WAKEFIELD, RI | $800K | 15,281 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $651K | 12,440 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46138E149.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.