Who Owns Invesco Rochester High Yield Municipal ETF (IROC)?Hedge Fund & Institutional Holders
Institutional Holders
14
as of Q4 2025
Total Institutional Value
$9.280000024830003e+38T
% of Float Held
—
QoQ Change in Holders
+5 / -1
Price History
IROC — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Invesco Ltd. | Increased | +1.2M | +$61.4B |
| ABLE Financial Group, LLC | Increased | +7K | +$332.2M |
| CoreCap Advisors, LLC | New Position | +5K | +$271.0M |
| JANE STREET GROUP, LLC | New Position | +46K | +$2.0M |
| U.S. Capital Wealth Advisors, LLC | New Position | +6K | +$324K |
| Sanctuary Advisors, LLC | New Position | +6K | +$299K |
| Capital Analysts, LLC | Increased | +2K | +$80K |
| LPL Financial LLC | New Position | +7K | +$0 |
| OSAIC HOLDINGS, INC. | Increased | +5K | +$-184.1M |
| Cetera Investment Advisers | Increased | +4K | +$-563.8M |
IROC — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| UBS Group AG | Closed Position | -336 | -$17.0M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 1,830,745 | $92.8B | 0.01% | Share |
| 2 | ABLE Financial Group, LLC | 49,003 | $2.5B | 0.50% | Share |
| 3 | CoreCap Advisors, LLC | 5,349 | $271.0M | 0.01% | Share |
| 4 | COMERICA BANK | 140 | $7.0M | 0.00% | Share |
| 5 | JANE STREET GROUP, LLC | 46,107 | $2.0M | 0.00% | Share |
| 6 | Capital Analysts, LLC | 25,287 | $1.3M | 0.04% | Share |
| 7 | U.S. Capital Wealth Advisors, LLC | 6,400 | $324K | 0.01% | Share |
| 8 | Sanctuary Advisors, LLC | 5,900 | $299K | 0.00% | Share |
| 9 | World Investment Advisors | 4,743 | $240K | 0.00% | Share |
| 10 | Capital Analysts, LLC | 1,489 | $75K | 0.00% | Share |
| 11 | Cetera Investment Advisers | 15,608 | $0 | 0.00% | Share |
| 12 | OSAIC HOLDINGS, INC. | 7,992 | $0 | 0.00% | Share |
| 13 | LPL Financial LLC | 7,450 | $0 | 0.00% | Share |
| 14 | OSAIC HOLDINGS, INC. | 211 | $0 | 0.00% | Share |
IROC Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 12 | $95.6B | +4 |
| Q3 2025 | 8 | $34.5B | +2 |
| Q2 2025 | 6 | $11.8B | +2 |
| Q1 2025 | 4 | $10.8B | -1 |
| Q4 2024 | 5 | $10.9B | +2 |
| Q3 2024 | 3 | $10.1B | +1 |
| Q2 2024 | 2 | $4.7B | -1 |
| Q1 2024 | 3 | $409.0B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 14 institutional investors hold IROC (Invesco Rochester High Yield Municipal ETF). The largest holder is Invesco Ltd. with $92.8B in shares. This quarter, 5 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own IROC?
As of Q4 2025, 14 institutional investors report holding IROC (Invesco Rochester High Yield Municipal ETF) in their 13F filings.
Who is the largest institutional holder of IROC?
The largest institutional holder of IROC is Invesco Ltd. with $92.8B in shares.
Is institutional ownership of IROC increasing or decreasing?
This quarter, 5 institutions opened new positions in IROC and 1 closed their positions.