Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138G672S&P MDCP 400 REVRWKQ1 2026
Institutional Holders
138
13F filers
Shares Held
6.01M
Aggregate institutional
Institutional Value
$762.69M
Q1 2026
Net New Holders
+16
22 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions22
Increased56
Decreased35
Sold out6
Institutional Holders
138 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 961.4K | $123.31M | +23.4K | Added |
| 2 | Lpl Financial LLC | 625.5K | $80.23M | +21.9K | Added |
| 3 | Ameriprise Financial Inc | 589.8K | $75.62M | −59.6K | Reduced |
| 4 | Fusion Family Wealth, LLC | 551.5K | $70.73M | +14.0K | Added |
| 5 | Vantagepoint Investment Advisers LLC | 535.4K | $68.68M | −5.1K | Reduced |
| 6 | Bank Of America Corp /De/ | 326.1K | $41.83M | +47.3K | Added |
| 7 | Wells Fargo & Company/Mn | 264.5K | $33.93M | −23.2K | Reduced |
| 8 | Bleakley Financial Group, LLC | 205.4K | $26.35M | +185.2K | Added |
| 9 | Resonant Capital Advisors, LLC | 170.9K | $21.92M | +6.6K | Added |
| 10 | Raymond James Financial Inc | 141.4K | $18.14M | +8.8K | Added |
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