Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138E743RAFI DVLPD MRKTSPXFQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
14.3%
Max % of class reported
Institutional Holders
238
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Feb 12, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 12, 2024 | Invesco Ltd. | 13G/A | 12.3% | 4.35M | SEC |
| 2 | Apr 10, 2023 | Invesco Ltd. | 13G | 14.3% | 5.09M | SEC |
| 3 | Feb 8, 2023 | Invesco Ltd. | 13G/A | 4.3% | 1.30M | SEC |
| 4 | Feb 10, 2022 | Invesco Ltd. | 13G/A | 6.2% | 1.50M | SEC |
| 5 | Feb 9, 2021 | Invesco Ltd. | 13G/A | 10.3% | 2.56M | SEC |
| 6 | Feb 11, 2020 | Invesco Ltd. | 13G/A | 10.2% | 3.04M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 10.24M | $715.94M |
| 2 | Invesco Ltd. | 6.13M | $428.70M |
| 3 | Morgan Stanley | 1.36M | $95.08M |
| 4 | Bank Of America Corp /De/ | 963.9K | $67.38M |
| 5 | Bank Of New York Mellon Corp | 954.2K | $66.70M |
| 6 | Lpl Financial LLC | 883.3K | $61.74M |
| 7 | Ubs Group AG | 678.0K | $47.39M |
| 8 | Wells Fargo & Company/Mn | 649.5K | $45.40M |
| 9 | Sanctuary Advisors, LLC | 579.4K | $40.50M |
| 10 | Corient Private Wealth LLC | 439.2K | $30.70M |