Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138E206CALIF AMT MUNPWZQ1 2026
Institutional Holders
127
13F filers
Shares Held
33.62M
Aggregate institutional
Institutional Value
$800.31M
Q1 2026
Net New Holders
-2
14 new · 16 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions14
Increased47
Decreased40
Sold out16
Institutional Holders
127 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 17.41M | $415.59M | −1.02M | Reduced |
| 2 | Mercer Global Advisors Inc /Adv | 2.94M | $70.16M | +144.2K | Added |
| 3 | Gerber Kawasaki Wealth & Investment Management | 1.91M | $45.68M | +163.1K | Added |
| 4 | Composition Wealth, LLC | 1.24M | $29.56M | +43.3K | Added |
| 5 | Syon Capital LLC | 1.21M | $28.76M | −83.7K | Reduced |
| 6 | Bank Of America Corp /De/ | 1.05M | $25.14M | +96.8K | Added |
| 7 | Guggenheim Capital LLC | 857.0K | $20.46M | +202.6K | Added |
| 8 | Ep Wealth Advisors, LLC | 751.6K | $17.94M | +14.0K | Added |
| 9 | Lpl Financial LLC | 633.9K | $15.13M | +36.9K | Added |
| 10 | Morgan Stanley | 588.3K | $14.04M | +39.5K | Added |
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