Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138G615INVESCO PHLX SMSOXQQ1 2026
Institutional Holders
115
13F filers
Shares Held
3.58M
Aggregate institutional
Institutional Value
$206.79M
Q1 2026
Net New Holders
+8
19 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions19
Increased39
Decreased33
Sold out11
Institutional Holders
115 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 530.6K | $31.68M | +86.2K | Added |
| 2 | Eagle Global Advisors LLC | 332.5K | $19.85M | +734 | Added |
| 3 | Lpl Financial LLC | 314.7K | $18.79M | +9.5K | Added |
| 4 | Citigroup Inc | 248.9K | $14.86M | +185.1K | Added |
| 5 | Condor Capital Management | 190.5K | $11.37M | −2.3K | Reduced |
| 6 | Northrock Partners, LLC | 159.0K | $9.50M | −2.8K | Reduced |
| 7 | National Bank Of Canada /Fi/ | 150.0K | $8.96M | +150.0K | Added |
| 8 | Bank Of America Corp /De/ | 143.0K | $8.54M | −21.9K | Reduced |
| 9 | Vestgen Advisors, LLC | 80.4K | $7.42M | +4.2K | Added |
| 10 | Meitav Investment House Ltd | 95.4K | $5.69M | +2.3K | Added |
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