Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138E370S&P 500 HB ETFSPHBQ1 2026
Institutional Holders
134
13F filers
Shares Held
3.29M
Aggregate institutional
Institutional Value
$356.36M
Q1 2026
Net New Holders
+10
30 new · 20 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions30
Increased46
Decreased31
Sold out20
Institutional Holders
134 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Goldman Sachs Group Inc | 725.5K | $84.12M | +15.5K | Added |
| 2 | Lpl Financial LLC | 238.6K | $27.67M | +16.8K | Added |
| 3 | Morgan Stanley | 223.6K | $25.92M | +17.7K | Added |
| 4 | Axiom Financial Strategies, LLC | 212.5K | $24.63M | +82.4K | Added |
| 5 | Wells Fargo & Company/Mn | 118.2K | $13.70M | −263.5K | Reduced |
| 6 | Citadel Advisors LLC | 110.1K | $12.76M | +27.2K | Added |
| 7 | Ubs Group AG | 92.8K | $10.76M | +21.3K | Added |
| 8 | Bank Of America Corp /De/ | 77.6K | $9.00M | −26.3K | Reduced |
| 9 | Proficio Capital Partners LLC | 73.7K | $8.55M | +73.7K | New |
| 10 | Royal Bank Of Canada | 73.2K | $8.49M | −10.0K | Reduced |
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