Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138E495PURBTA 0 5 YRPBTPQ1 2026
Institutional Holders
24
13F filers
Shares Held
1.68M
Aggregate institutional
Institutional Value
$43.81M
Q1 2026
Net New Holders
-5
1 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased11
Decreased8
Sold out6
Institutional Holders
24 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 778.8K | $20.36M | −13.4K | Reduced |
| 2 | Commonwealth Equity Services, LLC | 182.0K | $4.76M | +6.2K | Added |
| 3 | Tidemark, LLC | 158.3K | $4.14M | −51.9K | Reduced |
| 4 | Sowell Financial Services LLC | 91.3K | $2.39M | +11.6K | Added |
| 5 | Goldman Sachs Group Inc | 60.9K | $1.59M | −34 | Reduced |
| 6 | Bank Of America Corp /De/ | 50.7K | $1.33M | −42.5K | Reduced |
| 7 | Creative Financial Designs Inc /Adv | 47.2K | $1.23M | +1.7K | Added |
| 8 | Envestnet Asset Management Inc | 46.0K | $1.20M | −1.9K | Reduced |
| 9 | Raymond James Financial Inc | 44.7K | $1.17M | +1.0K | Added |
| 10 | Kelly Financial Services LLC | 38.5K | $1.01M | +3.0K | Added |
14 more institutional holders on Premium
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