Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138G698S&P 500 REVENUERWLQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
14.8%
Max % of class reported
Institutional Holders
322
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest May 9, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | May 9, 2025 | Invesco Ltd. | 13G/A | 14.8% | 7.85M | SEC |
| 2 | Feb 7, 2025 | Invesco Ltd. | 13G | 12.7% | 6.15M | SEC |
| 3 | Jan 30, 2024 | Fusion Family Wealth LLC | 13G | 4.6% | 1.33M | SEC |
| 4 | Feb 13, 2023 | Fusion Family Wealth LLC | 13G | 6.0% | 1.29M | SEC |
| 5 | Feb 8, 2022 | Fusion Family Wealth LLC | 13G | 7.5% | 1.08M | SEC |
| 6 | Feb 9, 2021 | Fusion Family Wealth LLC | 13G | 7.5% | 1.01M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Invesco Ltd. | 10.48M | $1.20B |
| 2 | Lpl Financial LLC | 6.60M | $758.19M |
| 3 | Ameriprise Financial Inc | 3.95M | $454.31M |
| 4 | Morgan Stanley | 3.29M | $377.94M |
| 5 | Bank Of America Corp /De/ | 2.19M | $252.22M |
| 6 | Vantagepoint Investment Advisers LLC | 2.16M | $248.28M |
| 7 | Bank Of New York Mellon Corp | 1.69M | $194.28M |
| 8 | Fusion Family Wealth, LLC | 1.68M | $192.71M |
| 9 | Allworth Financial LP | 1.25M | $143.55M |
| 10 | Osaic Holdings, Inc. | 1.20M | $138.20M |