Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138E263S&P GBL WATERCGWQ1 2026
Institutional Holders
201
13F filers
Shares Held
6.43M
Aggregate institutional
Institutional Value
$399.46M
Q1 2026
Net New Holders
+4
23 new · 19 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions23
Increased61
Decreased43
Sold out19
Institutional Holders
201 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 951.1K | $60.82M | +41.6K | Added |
| 2 | Conservest Capital Advisors, Inc. | 498.2K | $31.85M | −9.0K | Reduced |
| 3 | Ubs Group AG | 488.1K | $31.21M | +43.9K | Added |
| 4 | Bank Of America Corp /De/ | 480.8K | $30.74M | +36.1K | Added |
| 5 | Weatherly Asset Management L. P. | 402.9K | $25.76M | −85 | Reduced |
| 6 | 1832 Asset Management L.P. | 343.5K | $21.96M | +6.0K | Added |
| 7 | Cetera Investment Advisers | 174.6K | $11.16M | +5.4K | Added |
| 8 | Ameriprise Financial Inc | 162.6K | $10.40M | +8.3K | Added |
| 9 | Wells Fargo & Company/Mn | 157.9K | $10.10M | −1.1K | Reduced |
| 10 | Lpl Financial LLC | 137.8K | $8.81M | +871 | Added |
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