Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138E743RAFI DVLPD MRKTSPXFQ1 2026
Institutional Holders
238
13F filers
Shares Held
30.17M
Aggregate institutional
Institutional Value
$2.09B
Q1 2026
Net New Holders
+10
25 new · 15 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions25
Increased84
Decreased57
Sold out15
Institutional Holders
238 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 10.24M | $715.94M | −614.9K | Reduced |
| 2 | Invesco Ltd. | 6.13M | $428.70M | +1.80M | Added |
| 3 | Morgan Stanley | 1.36M | $95.08M | +27.5K | Added |
| 4 | Bank Of America Corp /De/ | 963.9K | $67.38M | +67.1K | Added |
| 5 | Bank Of New York Mellon Corp | 954.2K | $66.70M | −250.3K | Reduced |
| 6 | Lpl Financial LLC | 883.3K | $61.74M | +269.6K | Added |
| 7 | Ubs Group AG | 678.0K | $47.39M | +478.7K | Added |
| 8 | Wells Fargo & Company/Mn | 649.5K | $45.40M | +91.0K | Added |
| 9 | Sanctuary Advisors, LLC | 579.4K | $40.50M | +26.2K | Added |
| 10 | Corient Private Wealth LLC | 439.2K | $30.70M | +381.5K | Added |
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