13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
TAN

INVESCO EXCH TRADED FD TR II

261 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 46138g706·261 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.7%
vs prior quarter
13F value held
$576M
62.0% inst. owned
of float
Holders
261
+61 QoQ
filers reporting
Activity
+8 / −28
+842 added · −848 reduced
this quarter
Concentration
36.31%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

261 institutions reported TAN in Q1 2026. JPMORGAN CHASE & CO leads at 36.3% of the visible book. +61 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$209M4.0M0.01%Q1 202602
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$51M922K0.01%Q1 202603
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$35M628K0.00%Q1 202604
CITADEL ADVISORS LLC
CIK 0001423053
$31M630K0.00%Q4 202505
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$28M110K0.01%Q1 202606
MORGAN STANLEY
CIK 0000895421
$25M442K0.00%Q1 202607
UBS Group AG
CIK 0001610520
$19M338K0.00%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$18M325K0.00%Q1 202609
Wealth High Governance Capital Ltda
CIK 0002028828
$18M366K3.37%Q4 202510
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
CIK 0001599719
$18M317K2.24%Q1 202611
PEAK6 LLC
CIK 0001389958
$18M315K0.04%Q1 202612
LPL Financial LLC
CIK 0001403438
$17M308K0.00%Q1 202613
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$13M239K0.01%Q1 202614
LMR Partners LLP
CIK 0001578621
$13M233K0.03%Q1 202615
AE Wealth Management LLC
CIK 0001697723
$12M209K0.06%Q1 202616
Humankind Investments LLC
CIK 0001845373
$12M209K6.65%Q1 202617
Arosa Capital Management LP
CIK 0001596053
$11M200K1.69%Q1 202618
ARP Global Capital Ltd
CIK 0002074760
$10M178K5.82%Q1 202619
Decker Retirement Planning Inc.
CIK 0001975700
$10M175K4.42%Q1 202620
BANK OF MONTREAL /CAN/
CIK 0000927971
$9M164K0.00%Q1 2026
Page 1 of 14
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