Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138G102S&P SMLCP LOWXSLVQ1 2026
13D / 13G Filings
9
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
42.1%
Max % of class reported
Institutional Holders
98
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
9 filings · latest Apr 10, 2023
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Apr 10, 2023 | Invesco Ltd. | 13G/A | 0.4% | 46.2K | SEC |
| 2 | Feb 2, 2023 | Invesco Ltd. | 13G/A | 20.8% | 3.28M | SEC |
| 3 | May 10, 2022 | Invesco Ltd. | 13G/A | 22.4% | 3.62M | SEC |
| 4 | Feb 11, 2022 | Invesco Ltd. | 13G/A | 36.8% | 8.67M | SEC |
| 5 | May 10, 2021 | Invesco Ltd. | 13G/A | 36.9% | 9.60M | SEC |
| 6 | Feb 9, 2021 | Invesco Ltd. | 13G/A | 42.1% | 15.53M | SEC |
| 7 | Dec 10, 2020 | Invesco Ltd. | 13G/A | 40.4% | 15.66M | SEC |
| 8 | Sep 10, 2020 | Invesco Ltd. | 13G/A | 35.2% | 16.11M | SEC |
| 9 | Aug 10, 2020 | Invesco Ltd. | 13G | 21.7% | 9.00M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Armbruster Capital Management, Inc. | 260.0K | $12.27M |
| 2 | Bank Of America Corp /De/ | 205.2K | $9.69M |
| 3 | Brookstone Capital Management | 201.8K | $9.52M |
| 4 | Lpl Financial LLC | 174.0K | $8.21M |
| 5 | Ubs Group AG | 171.5K | $8.09M |
| 6 | Morgan Stanley | 126.5K | $5.97M |
| 7 | Eagle Bluffs Wealth Management LLC | 97.9K | $4.62M |
| 8 | Wells Fargo & Company/Mn | 97.5K | $4.60M |
| 9 | Rwa Wealth Partners, LLC | 93.7K | $4.42M |
| 10 | Cetera Investment Advisers | 59.2K | $2.79M |