Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138G656S&P ULTRA DIVIDERDIVQ1 2026
Institutional Holders
126
13F filers
Shares Held
7.27M
Aggregate institutional
Institutional Value
$399.47M
Q1 2026
Net New Holders
+6
18 new · 12 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions18
Increased44
Decreased32
Sold out12
Institutional Holders
126 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.05M | $58.33M | −3.0K | Reduced |
| 2 | Allworth Financial LP | 752.8K | $41.90M | +702.6K | Added |
| 3 | Lpl Financial LLC | 750.1K | $41.75M | +66.3K | Added |
| 4 | Heartwood Wealth Advisors LLC | 739.8K | $41.18M | +2.7K | Added |
| 5 | Bank Of America Corp /De/ | 512.7K | $28.54M | −17.2K | Reduced |
| 6 | Wells Fargo & Company/Mn | 399.4K | $22.23M | −8.4K | Reduced |
| 7 | Raymond James Financial Inc | 343.9K | $19.14M | +120.9K | Added |
| 8 | Ameriprise Financial Inc | 215.8K | $12.01M | −4.7K | Reduced |
| 9 | Osaic Holdings, Inc. | 162.5K | $9.05M | −3.5K | Reduced |
| 10 | Rockefeller Capital Management L.P. | 135.5K | $7.54M | +1.7K | Added |
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