13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
CQQQ

INVESCO EXCH TRADED FD TR II

116 institutions still hold INVESCO EXCH TRADED FD TR II as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E800·116 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.8%
vs prior quarter
13F value held
$397M
66.0% inst. owned
of float
Holders
116
-36 QoQ
filers reporting
Activity
+42 / −96
+969 added · −909 reduced
this quarter
Concentration
29.45%
Migdal Insurance & Financial Holdings Ltd. #1
top holder share
AI Holders Summary · Q1 2026

116 institutions reported CQQQ in Q1 2026. Migdal Insurance & Financial Holdings Ltd. leads at 29.4% of the visible book. -36 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Migdal Insurance & Financial Holdings Ltd.
CIK 0001415912
$117M2.5M1.01%Q1 202602
MEITAV INVESTMENT HOUSE LTD
CIK 0001398346
$49M1.1M0.54%Q1 202603
UBS Group AG
CIK 0001610520
$34M740K0.01%Q1 202604
SCHRODER INVESTMENT MANAGEMENT GROUP
CIK 0001086619
$27M600K0.02%Q1 202605
D. E. Shaw & Co., Inc.
CIK 0001009207
$27M515K0.01%Q4 202506
GOLDMAN SACHS GROUP INC
CIK 0000886982
$26M567K0.00%Q1 202607
BANK OF MONTREAL /CAN/
CIK 0000927971
$18M383K0.01%Q1 202608
BANQUE PICTET & CIE SA
CIK 0001535602
$14M307K0.10%Q1 202609
Quadrature Capital Ltd
CIK 0001651424
$13M253K0.13%Q4 202510
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 0001260824
$11M240K0.24%Q1 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M208K0.00%Q1 202612
GFG Capital, LLC
CIK 0001638520
$9M196K2.88%Q1 202613
MORGAN STANLEY
CIK 0000895421
$7M160K0.00%Q1 202614
Jessup Wealth Management, Inc
CIK 0001963536
$6M135K2.27%Q1 202615
OLD MISSION CAPITAL LLC
CIK 0001455915
$6M129K0.09%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M112K0.00%Q1 202617
Evelyn Partners Asset Management Ltd
CIK 0002065207
$5M106K1.20%Q1 202618
Trek Financial, LLC
CIK 0001768195
$5M104K0.26%Q1 202619
Rockefeller Capital Management L.P.
CIK 0001739439
$5M100K0.01%Q1 202620
BANK OF NOVA SCOTIA
CIK 0000009631
$4M77K0.01%Q1 2026
Page 1 of 6
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