13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger
RWL

INVESCO EXCH TRADED FD TR II

334 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 46138G698·Exchange Traded Fund·334 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.7%
vs prior quarter
13F value held
$4.8B
60.0% inst. owned
of float
Holders
334
+90 QoQ
filers reporting
Activity
+83 / −35
+935 added · −913 reduced
this quarter
Concentration
25.15%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q1 2026

334 institutions reported RWL in Q1 2026. Invesco Ltd. leads at 25.2% of the visible book. +90 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$1.2B10.5M0.18%Q1 202602
LPL Financial LLC
CIK 0001403438
$758M6.6M0.20%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$454M4.0M0.11%Q1 202604
MORGAN STANLEY
CIK 0000895421
$378M3.3M0.02%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$252M2.2M0.02%Q1 202606
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$248M2.2M2.10%Q1 202607
Bank of New York Mellon Corp
CIK 0001390777
$194M1.7M0.04%Q1 202608
Fusion Family Wealth LLC
CIK 0001696209
$193M1.7M14.39%Q1 202609
Allworth Financial LP
CIK 0001555170
$144M1.2M0.58%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$138M1.2M0.20%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$125M1.1M0.13%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$116M1.0M0.04%Q1 202613
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$112M989K0.05%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$93M806K0.13%Q1 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$90M786K0.02%Q1 202616
Kozak & Associates, Inc.
CIK 0001764970
$70M587K13.64%Q1 202617
Equitable Holdings, Inc.
CIK 0001333986
$61M532K0.39%Q1 202618
UBS Group AG
CIK 0001610520
$61M527K0.01%Q1 202619
Kestra Advisory Services, LLC
CIK 0001830819
$54M468K0.20%Q1 202620
Cerity Partners LLC
CIK 0001566475
$44M386K0.06%Q1 2026
Page 1 of 17
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