Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138E610KBW HIG DV YLDKBWDQ1 2026
Institutional Holders
65
13F filers
Shares Held
7.05M
Aggregate institutional
Institutional Value
$86.79M
Q1 2026
Net New Holders
+2
10 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased25
Decreased17
Sold out8
Institutional Holders
65 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.35M | $16.89M | +884.7K | Added |
| 2 | Morgan Stanley | 962.2K | $12.07M | +105.4K | Added |
| 3 | Mission Hills Financial Advisory, LLC | 854.9K | $10.72M | +46.2K | Added |
| 4 | Lpl Financial LLC | 798.4K | $10.01M | +1.7K | Added |
| 5 | Bank Of America Corp /De/ | 726.4K | $9.11M | +18.5K | Added |
| 6 | Gradient Investments LLC | 624.6K | $7.83M | +75.4K | Added |
| 7 | Raymond James Financial Inc | 187.5K | $2.35M | −20.6K | Reduced |
| 8 | Thrive Capital Management, LLC | 121.8K | $1.53M | −21.8K | Reduced |
| 9 | Envestnet Asset Management Inc | 112.8K | $1.41M | +39.0K | Added |
| 10 | Kingswood Wealth Advisors, LLC | 105.8K | $1.33M | +51.0K | Added |
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