Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138G409S&P SMLCP UTILPSCUQ1 2026
Institutional Holders
20
13F filers
Shares Held
111.9K
Aggregate institutional
Institutional Value
$6.26M
Q1 2026
Net New Holders
+5
7 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased3
Decreased6
Sold out2
Institutional Holders
20 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Iht Wealth Management, LLC | 39.3K | $2.37M | +17.1K | Added |
| 2 | Bard Associates Inc | 23.6K | $1.42M | −48 | Reduced |
| 3 | Susquehanna International Group, LLP | 10.0K | $604.2K | +464 | Added |
| 4 | Parr Mcknight Wealth Management Group, LLC | 8.3K | $501.1K | +8.3K | New |
| 5 | Highpoint Advisor Group LLC | 7.0K | $422.2K | −325 | Reduced |
| 6 | Gladstone Institutional Advisory LLC | 4.7K | $280.1K | +4.7K | New |
| 7 | Tower Research Capital LLC (Trc) | 3.9K | $236.3K | −3.7K | Reduced |
| 8 | Lpl Financial LLC | 3.6K | $214.0K | −1.8K | Reduced |
| 9 | Morgan Stanley | 1.7K | $104.4K | −83 | Reduced |
| 10 | Advisory Services Network, LLC | 1.0K | $60.2K | +1.0K | New |
10 more institutional holders on Premium
See every fund holding Invesco Exch Traded Fd Tr II, with full quarter-over-quarter share changes.
Unlock all holders