Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138E594KBW PREM YIELDKBWYQ1 2026
Institutional Holders
56
13F filers
Shares Held
2.98M
Aggregate institutional
Institutional Value
$45.41M
Q1 2026
Net New Holders
+2
8 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased16
Decreased12
Sold out6
Institutional Holders
56 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 719.5K | $10.99M | −3.6K | Reduced |
| 2 | Lpl Financial LLC | 668.8K | $10.22M | −1.9K | Reduced |
| 3 | Fifth Third Securities, Inc. | 235.1K | $3.59M | +22.8K | Added |
| 4 | Two Sigma Investments, LP | 168.1K | $2.57M | 0 | Held |
| 5 | Heartwood Wealth Advisors LLC | 147.0K | $2.25M | +19.3K | Added |
| 6 | Summit Financial, LLC | 144.6K | $2.21M | −186.6K | Reduced |
| 7 | Lmcg Investments, LLC | 120.5K | $1.84M | +45.8K | Added |
| 8 | Envestnet Asset Management Inc | 83.1K | $1.27M | +3.8K | Added |
| 9 | Wells Fargo & Company/Mn | 82.2K | $1.26M | +13.1K | Added |
| 10 | Tower Research Capital LLC (Trc) | 78.0K | $1.19M | +51.4K | Added |
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