Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138G664S&P SMALLCAP 600RWJQ1 2026
Institutional Holders
190
13F filers
Shares Held
18.42M
Aggregate institutional
Institutional Value
$917.93M
Q1 2026
Net New Holders
+7
23 new · 16 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions23
Increased80
Decreased49
Sold out16
Institutional Holders
190 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 2.99M | $150.80M | +146.7K | Added |
| 2 | Morgan Stanley | 2.30M | $115.86M | +81.0K | Added |
| 3 | Fusion Family Wealth, LLC | 1.50M | $75.67M | +21.0K | Added |
| 4 | Bank Of America Corp /De/ | 1.34M | $67.62M | +104.3K | Added |
| 5 | Ameriprise Financial Inc | 806.0K | $40.69M | +14.2K | Added |
| 6 | Ubs Group AG | 784.8K | $39.62M | +8.7K | Added |
| 7 | Raymond James Financial Inc | 761.6K | $38.45M | −41.5K | Reduced |
| 8 | Osaic Holdings, Inc. | 557.2K | $28.13M | −2.0K | Reduced |
| 9 | Focus Partners Wealth | 556.0K | $28.07M | +30.6K | Added |
| 10 | Wellington Grp LLC | 485.4K | $24.51M | +35.8K | Added |
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