Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF include Betterment LLC, Global Retirement Partners, LLC, and Exchange Traded Concepts, Llc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 8,197 | 812.81 | 273 | 777.42 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,881 | 63 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 376 | 1.08 | 13 | -14.29 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 674 | 22 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 8,149 | 30.34 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9,570 | 4.54 | 0 | |||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 8,394 | 14.03 | 279 | 8.14 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 19,027 | 33.43 | 633 | 26.65 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7,173 | 19.01 | 239 | 12.80 | ||||
| 2025-08-14 | 13F | Betterment LLC | 9,576 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,884 | 66.15 | 329 | 57.69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11,073 | 77.54 | 368 | 68.81 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 15,015 | 5.46 | 499 | 0.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,323 | 0.30 | 44 | -6.52 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8,809 | 0.61 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13,474 | 10.80 | 448 | 5.16 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 60 | 1.69 | 2 | -50.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 14,081 | 13.67 | 468 | 7.83 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 22,152 | 4.61 | 737 | -0.81 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 11,994 | 179.91 | 417 | -10.73 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 11,096 | 2.69 | 369 | -2.65 |
