Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138E594KBW PREM YIELDKBWYQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
5.1%
Max % of class reported
Institutional Holders
56
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Feb 14, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 14, 2024 | Bessemer Group Inc | 13G | 5.1% | 600.4K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 719.5K | $10.99M |
| 2 | Lpl Financial LLC | 668.8K | $10.22M |
| 3 | Fifth Third Securities, Inc. | 235.1K | $3.59M |
| 4 | Two Sigma Investments, LP | 168.1K | $2.57M |
| 5 | Heartwood Wealth Advisors LLC | 147.0K | $2.25M |
| 6 | Summit Financial, LLC | 144.6K | $2.21M |
| 7 | Lmcg Investments, LLC | 120.5K | $1.84M |
| 8 | Envestnet Asset Management Inc | 83.1K | $1.27M |
| 9 | Wells Fargo & Company/Mn | 82.2K | $1.26M |
| 10 | Tower Research Capital LLC (Trc) | 78.0K | $1.19M |