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

INVESCO EXCH TRADED FD TR II

GOVI
Institutions
88
Combined AUM (Q2 2026)
$884.4M
Combined Shares (Q2 2026)
32.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+8.2M
58 · 20 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.6M
26 · 9 Exit · ≈
⚖️ Net
+6.7M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$884.4M
Institutions
88
New Buys
20
Adds
38
Reduces
17
Exits
9
Unchanged
13
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Invesco Ltd.
0.03%0.05%#31$384.9M14.2M$354.9M13.0M+1.2M+8.97%Add
LPL Financial LLC
0.03%0.02%#34$119.6M4.4M$76.2M2.8M+1.6M+57.81%Add
Bank of New York Mellon Corp
0.01%0.01%#41$65.9M2.4M$65.9M2.4M+10,001+0.41%Add
Cetera Investment Advisers
0.03%0.02%#33$30.0M1.1M$17.7M647,324+457,786+70.72%Add
Commonwealth Financial Services, LLC
3.87%#2$28.8M1.1M$00+1.1MNew Buy
Private Advisor Group, LLC
0.1%0.04%#21$22.4M824,401$7.7M283,811+540,590+190.48%Add
Petix & Botte Co
3.6%3.93%#3$17.9M657,924$17.6M646,593+11,331+1.75%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#62$16.7M615,776$18.5M679,428-63,652-9.37%Reduce
Stewardship Advisors, LLC
3.35%0.65%#4$16.1M593,954$2.8M103,156+490,798+475.78%Add
Integrated Wealth Concepts LLC
0.08%0.01%#24$15.4M567,119$1.8M67,499+499,620+740.19%Add
Spectrum Investment Advisors, Inc.
6.18%6.54%#1$15.1M556,899$13.2M482,813+74,086+15.34%Add
Scarborough Advisors, LLC
1.71%1.54%#5$14.9M549,243$14.1M516,440+32,803+6.35%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#36$14.0M514,768$13.7M500,435+14,333+2.86%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#54$13.5M498,844$4.3M156,340+342,504+219.08%Add
Concurrent Investment Advisors, LLC
0.1%0.05%#22$11.5M422,281$4.6M168,010+254,271+151.34%Add
ASHTON THOMAS SECURITIES, LLC
1.31%0.18%#7$8.8M325,976$1.5M53,237+272,739+512.31%Add
Garden State Investment Advisory Services LLC
1.38%0.17%#6$7.6M281,199$752,56527,587+253,612+919.32%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#61$7.6M279,259$7.7M281,793-2,534-0.90%Reduce
MORGAN STANLEY
<0.01%<0.01%#71$6.9M255,748$6.1M219,386+36,362+16.57%Add
Kestra Advisory Services, LLC
0.02%0.02%#35$6.1M224,900$5.6M203,495+21,405+10.52%Add
Total Clarity Wealth Management, Inc.
0.99%0.27%#9$5.1M187,444$1.2M42,380+145,064+342.29%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#68$4.9M180,745$17.3M634,893-454,148-71.53%Reduce
Gladstone Institutional Advisory LLC
0.13%0.03%#20$4.2M153,921$905,43533,190+120,731+363.76%Add
Simplicity Wealth,LLC
0.14%0.01%#18$4.1M151,671$243,7968,937+142,734+1,597.11%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#74$3.6M132,591$00+132,591New Buy
Curry Webb Wealth Management LLC
1.18%0.55%#8$2.8M104,509$1.2M42,958+61,551+143.28%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#55$2.6M96,051$3.4M123,143-27,092-22.00%Reduce
VestGen Advisors, LLC
0.06%0.06%#26$2.1M77,683$2.2M81,772-4,089-5.00%Reduce
&PARTNERS
0.01%#45$2.1M76,969$00+76,969New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#78$2.0M75,217$497,41818,234+56,983+312.51%Add
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#65$1.8M64,772$1.6M59,639+5,133+8.61%Add
PAX Financial Group, LLC
0.25%#14$1.7M61,869$00+61,869New Buy
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#69$1.6M57,539$1.2M43,496+14,043+32.29%Add
Tower Research Capital LLC (TRC)
0.04%0.06%#29$1.5M55,437$2.3M85,182-29,745-34.92%Reduce
WealthBridge Capital Management, LLC
0.28%0.25%#11$1.4M52,381$1.1M39,173+13,208+33.72%Add
Janney Montgomery Scott LLC
<0.01%#57$1.3M46,400$00+46,400New Buy
Sequent Planning LLC
0.26%0.3%#13$1.2M44,910$1.2M45,410-500-1.10%Reduce
Dynamic Advisor Solutions LLC
0.03%0.05%#30$1.2M44,713$1.5M56,129-11,416-20.34%Reduce
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#40$1.2M43,016$1.1M39,876+3,140+7.87%Add
Prospera Financial Services Inc
0.02%0.02%#37$1.1M38,898$995,03336,477+2,421+6.64%Add
Steward Partners Investment Advisory, LLC
0.01%0.01%#51$995,34636,661$1.3M48,765-12,104-24.82%Reduce
Schwallier Wealth Management LLC
0.57%0.88%#10$899,14333,118$1.2M44,161-11,043-25.01%Reduce
Signal Advisors Wealth, LLC
0.04%0.04%#28$779,33228,705$566,95220,783+7,922+38.12%Add
MML INVESTORS SERVICES, LLC
<0.01%#58$710,61426,174$00+26,174New Buy
PFG Investments, LLC
0.03%0.03%#32$709,35826,127$713,56026,157-30-0.11%Reduce
PRINCIPAL SECURITIES, INC.
0.01%#46$642,20623,654$00+23,654New Buy
FINANCIAL MANAGEMENT NETWORK INC
0.09%#23$599,09022,300$00+22,300New Buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#63$573,01721,349$581,13121,267+82+0.39%Add
World Investment Advisors
0.01%0.01%#44$572,82020,998$572,82020,99800.00%Unchanged
UBS Group AG
<0.01%<0.01%#82$488,51017,993$533,07919,541-1,548-7.92%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow