Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138G102S&P SMLCP LOWXSLVQ1 2026
Institutional Holders
98
13F filers
Shares Held
2.20M
Aggregate institutional
Institutional Value
$102.15M
Q1 2026
Net New Holders
-7
8 new · 15 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased20
Decreased38
Sold out15
Institutional Holders
98 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Armbruster Capital Management, Inc. | 260.0K | $12.27M | +11.5K | Added |
| 2 | Bank Of America Corp /De/ | 205.2K | $9.69M | −5.9K | Reduced |
| 3 | Brookstone Capital Management | 201.8K | $9.52M | +10.1K | Added |
| 4 | Lpl Financial LLC | 174.0K | $8.21M | −13.2K | Reduced |
| 5 | Ubs Group AG | 171.5K | $8.09M | −30.4K | Reduced |
| 6 | Morgan Stanley | 126.5K | $5.97M | −1.5K | Reduced |
| 7 | Eagle Bluffs Wealth Management LLC | 97.9K | $4.62M | +4.7K | Added |
| 8 | Wells Fargo & Company/Mn | 97.5K | $4.60M | −1.8K | Reduced |
| 9 | Rwa Wealth Partners, LLC | 93.7K | $4.42M | +93.7K | New |
| 10 | Cetera Investment Advisers | 59.2K | $2.79M | +2.0K | Added |
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