Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138E149S&P SMLCP HELTPSCHQ1 2026
Institutional Holders
70
13F filers
Shares Held
710.7K
Aggregate institutional
Institutional Value
$25.97M
Q1 2026
Net New Holders
+2
10 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased10
Decreased21
Sold out8
Institutional Holders
70 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Iht Wealth Management, LLC | 64.4K | $2.65M | +42.8K | Added |
| 2 | Morgan Stanley | 45.0K | $1.85M | −31.4K | Reduced |
| 3 | Bank Of America Corp /De/ | 44.6K | $1.84M | −24.4K | Reduced |
| 4 | Wells Fargo & Company/Mn | 41.3K | $1.70M | −1.9K | Reduced |
| 5 | Lpl Financial LLC | 40.6K | $1.67M | −13.0K | Reduced |
| 6 | Susquehanna International Group, LLP | 38.8K | $1.60M | +32.4K | Added |
| 7 | Tower Research Capital LLC (Trc) | 30.0K | $1.23M | +15.5K | Added |
| 8 | Royal Bank Of Canada | 28.1K | $1.16M | −1.3K | Reduced |
| 9 | Parr Mcknight Wealth Management Group, LLC | 27.2K | $1.12M | +27.2K | New |
| 10 | Pacific Sun Financial Corp | 23.3K | $958.4K | −5.4K | Reduced |
60 more institutional holders on Premium
See every fund holding Invesco Exch Traded Fd Tr II, with full quarter-over-quarter share changes.
Unlock all holders