Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138G664S&P SMALLCAP 600RWJQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
10.2%
Max % of class reported
Institutional Holders
190
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Jan 30, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 30, 2024 | Fusion Family Wealth LLC | 13G | 3.4% | 1.21M | SEC |
| 2 | Feb 13, 2023 | Fusion Family Wealth LLC | 13G | 4.3% | 387.7K | SEC |
| 3 | Feb 8, 2022 | Fusion Family Wealth LLC | 13G | 5.6% | 341.5K | SEC |
| 4 | Feb 8, 2021 | Fusion Family Wealth LLC | 13G | 10.2% | 375.4K | SEC |
| 5 | Jan 27, 2020 | Fusion Family Wealth LLC | 13G | 5.1% | 263.6K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 2.99M | $150.80M |
| 2 | Morgan Stanley | 2.30M | $115.86M |
| 3 | Fusion Family Wealth, LLC | 1.50M | $75.67M |
| 4 | Bank Of America Corp /De/ | 1.34M | $67.62M |
| 5 | Ameriprise Financial Inc | 806.0K | $40.69M |
| 6 | Ubs Group AG | 784.8K | $39.62M |
| 7 | Raymond James Financial Inc | 761.6K | $38.45M |
| 8 | Osaic Holdings, Inc. | 557.2K | $28.13M |
| 9 | Focus Partners Wealth | 556.0K | $28.07M |
| 10 | Wellington Grp LLC | 485.4K | $24.51M |