13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
GOVI

INVESCO EXCH TRADED FD TR II

76 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 46138E107·76 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.5%
vs prior quarter
13F value held
$672M
73.0% inst. owned
of float
Holders
76
-107 QoQ
filers reporting
Activity
+8 / −68
+937 added · −883 reduced
this quarter
Concentration
52.83%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q1 2026

76 institutions reported GOVI in Q1 2026. Invesco Ltd. leads at 52.8% of the visible book. -107 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$355M13.0M0.05%Q1 202602
LPL Financial LLC
CIK 0001403438
$76M2.8M0.02%Q1 202603
Bank of New York Mellon Corp
CIK 0001390777
$66M2.4M0.01%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M679K0.00%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$18M647K0.02%Q1 202606
Petix & Botte Co
CIK 0001803255
$18M647K3.93%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M635K0.00%Q1 202608
Scarborough Advisors, LLC
CIK 0001815355
$14M516K1.54%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$14M500K0.02%Q1 202610
Spectrum Investment Advisors, Inc.
CIK 0001856042
$13M483K6.54%Q1 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$12M451K0.00%Q1 202612
Private Advisor Group, LLC
CIK 0001567755
$8M284K0.04%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$8M282K0.00%Q1 202614
MORGAN STANLEY
CIK 0000895421
$7M253K0.00%Q1 202615
Econ Financial Services Corp
CIK 0001659718
$6M226K2.86%Q1 202616
Kestra Advisory Services, LLC
CIK 0001830819
$6M203K0.02%Q1 202617
Concurrent Investment Advisors, LLC
CIK 0002001015
$5M168K0.05%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M156K0.00%Q1 202619
Independent Advisor Alliance
CIK 0001696899
$4M149K0.04%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M123K0.00%Q1 2026
Page 1 of 4
56 more holders available. Log in →