13FBOX
INVESCO EXCH TRADED FD TR II · 13F Institutional Holdings
Options Calculator Rankings
I

INVESCO EXCH TRADED FD TR II

XSHD
Institutions
36
Combined AUM (Q2 2026)
$17.5M
Combined Shares (Q2 2026)
1.2M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+173,498
14 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-428,046
14 · 6 Exit · ≈
⚖️ Net
-254,548
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$17.5M
Institutions
36
New Buys
8
Adds
6
Reduces
8
Exits
6
Unchanged
14
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Heartwood Wealth Advisors LLC
0.2%0.2%#4$2.6M185,226$2.3M176,273+8,953+5.08%Add
Concord Wealth Partners
0.28%0.3%#2$2.5M174,640$2.3M178,681-4,041-2.26%Reduce
Concord Asset Management, LLC/VA
0.38%0.39%#1$2.5M173,987$2.3M177,636-3,649-2.05%Reduce
IHT Wealth Management, LLC
0.05%0.05%#7$2.2M155,940$2.0M151,132+4,808+3.18%Add
LPL Financial LLC
<0.01%<0.01%#21$1.9M131,279$5.8M445,673-314,394-70.54%Reduce
COWA, LLC
0.24%0.26%#3$972,13468,848$966,43873,648-4,800-6.52%Reduce
Tower Research Capital LLC (TRC)
0.02%#11$800,49156,692$00+56,692New Buy
Cetera Investment Advisers
<0.01%<0.01%#20$557,35739,473$555,74942,351-2,878-6.80%Reduce
Capital Investment Advisory Services, LLC
0.03%0.03%#10$446,54531,625$414,99631,62500.00%Unchanged
Global Retirement Partners, LLC
0.01%#14$402,59828,513$00+28,513New Buy
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#23$378,55726,810$639,19248,710-21,900-44.96%Reduce
Financial Solutions Advisory Group, Inc.
0.05%0.03%#8$367,57226,199$194,55314,826+11,373+76.71%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#30$274,54919,444$246,66218,797+647+3.44%Add
Ashton Thomas Private Wealth, LLC
0.01%0.01%#15$266,84018,898$247,98718,89800.00%Unchanged
CITADEL ADVISORS LLC
<0.01%#28$265,38518,795$00+18,795New Buy
ROYAL BANK OF CANADA
<0.01%#27$245,00017,343$00+17,343New Buy
Wealthcare Advisory Partners LLC
<0.01%#16$172,77212,236$00+12,236New Buy
Rossby Financial, LCC
0.03%#9$171,85512,171$00+12,171New Buy
Indivisible Partners
0.01%0.01%#13$158,68111,238$147,47011,23800.00%Unchanged
Eagle Bluffs Wealth Management LLC
0.05%0.05%#5$148,95210,549$138,42810,54900.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#25$72,0975,106$59,4994,535+571+12.59%Add
Graney & King, LLC
0.02%0.03%#12$52,8503,743$52,5284,003-260-6.50%Reduce
Farther Finance Advisors, LLC
<0.01%<0.01%#22$41,9282,969$39,0472,96900.00%Unchanged
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#18$26,5971,873$24,6301,87300.00%Unchanged
SIMPLEX TRADING, LLC
<0.01%<0.01%#31$22,5211,595$11,849903+692+76.63%Add
CONSULTIVA WEALTH MANAGEMENT, CORP.
0.05%0.06%#6$21,8151,545$20,2741,54500.00%Unchanged
IFP Advisors, Inc
<0.01%<0.01%#24$14,1201,000$13,1221,00000.00%Unchanged
MOTCO
<0.01%<0.01%#19$9,178650$8,53065000.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#26$8,472600$00+600New Buy
Triumph Capital Management
<0.01%<0.01%#17$5,549393$5,15739300.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#34$5,168366$4,934367-1-0.27%Reduce
US BANCORP \DE\
<0.01%<0.01%#32$2,895205$2,69020500.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#29$2,118150$1,96815000.00%Unchanged
FMR LLC
<0.01%#36$1,463104$00+104New Buy
VANGUARD ADVISERS INC
<0.01%<0.01%#33$20414$1901400.00%Unchanged
TD PRIVATE CLIENT WEALTH LLC
<0.01%<0.01%#35$71$7100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow