Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138E198S&P MIDCP LOWXMLVQ1 2026
Institutional Holders
186
13F filers
Shares Held
6.00M
Aggregate institutional
Institutional Value
$346.17M
Q1 2026
Net New Holders
-2
12 new · 14 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased65
Decreased62
Sold out14
Institutional Holders
186 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 632.6K | $39.83M | +13.3K | Added |
| 2 | Lpl Financial LLC | 459.7K | $28.95M | −215.6K | Reduced |
| 3 | Brookstone Capital Management | 306.4K | $19.30M | +10.0K | Added |
| 4 | Ubs Group AG | 290.1K | $18.27M | −6.1K | Reduced |
| 5 | Dorval Corp | 261.7K | $16.48M | +7.7K | Added |
| 6 | Envestnet Asset Management Inc | 253.9K | $15.99M | +21.4K | Added |
| 7 | Pnc Financial Services Group, Inc. | 204.4K | $12.87M | −9.6K | Reduced |
| 8 | Ameriprise Financial Inc | 183.8K | $11.56M | +335 | Added |
| 9 | Raymond James Financial Inc | 182.0K | $11.46M | +2.4K | Added |
| 10 | Commonwealth Equity Services, LLC | 172.0K | $10.83M | −2.2K | Reduced |
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