Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF include Itau Unibanco Holding S.A., Virtus Family Office LLC, VestGen Advisors, LLC, American Trust, RMG Wealth Management LLC, Financial Connections Group, Inc., Toth Financial Advisory Corp, Paladin Advisory Group, LLC, Atlantic Union Bankshares Corp, Pin Oak Investment Advisors Inc, Navigoe, LLC, Quaker Wealth Management, LLC, Brown Brothers Harriman & Co, and Hoey Investments, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Blair William & Co/il | 681 | 0.59 | 16 | 7.14 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 87,212 | 0.01 | 2,040 | 7.60 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 53,229 | 0.38 | 1,245 | 8.07 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 26,771 | 626 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 28,963 | 0.29 | 677 | 7.97 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 6 | 100.00 | 0 | |||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 8,643 | 202 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 262 | 0.38 | 6 | 20.00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,096 | 0.43 | 49 | 8.89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 257,387 | 6.76 | 6,020 | 14.86 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 541 | 13 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 14,226 | 0.10 | 333 | 7.79 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1,705 | 41 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 548 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16,373 | 25.41 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 175,159 | 1.02 | 4,097 | 8.68 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,104 | 26 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7,913 | 0.27 | 185 | 8.19 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 103,445 | 32.13 | 2,420 | 42.13 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 750 | 117.39 | 18 | 142.86 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 2 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,015 | 47 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 | 0 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 40 | 1 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6,427 | 3.23 | 150 | 11.11 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9 | 125.00 | 0 | |||||
| 2025-07-22 | 13F | Red Tortoise LLC | 28,093 | 0.63 | 657 | 8.42 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 540 | 13 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 154 | 4 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 57,960 | 191.21 | 1,356 | 213.66 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 11,492 | 0.67 | 269 | 8.06 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10,171 | 0.01 | 238 | 7.24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,044,058 | 2.29 | 24,421 | 10.06 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 507,868 | 733.28 | 11,879 | 796.53 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 12,930 | 1,244.07 | 302 | 1,410.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,840 | 61.01 | 90 | 74.51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 743,516 | 1.72 | 17,390 | 9.44 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 504 | 25,100.00 | 12 | |||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 37,307 | 7.43 | 873 | 15.65 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 433 | 10 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 660 | 8.91 | 15 | 25.00 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 10,763 | 4.02 | 252 | 12.05 | ||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 2,925,998 | 68,439 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 38,515 | 2.48 | 901 | 10.16 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 78,742 | 6.01 | 1,842 | 14.06 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6,372 | 0.19 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 330 | 8 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 16,746 | 17.80 | 392 | 26.54 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 1,719 | 37 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 40,516 | 6.99 | 948 | 15.07 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 41,063 | 0.12 | 960 | 7.74 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 212,495 | 49.42 | 4,969 | 58.50 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17,598 | 806.18 | 412 | 878.57 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 91,016 | 130.12 | 2,129 | 147.73 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 12,020 | 281 | ||||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 465 | 11 | ||||||
| 2025-08-14 | 13F | Navigoe, LLC | 80 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8,524 | 28.57 | 199 | 39.16 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 585 | 0.34 | 14 | 8.33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,025,147 | 1.73 | 23,978 | 9.45 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 40,861 | 12.75 | 956 | 21.35 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8,167 | 2,526.05 | 191 | 3,083.33 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,350,046 | 8.13 | 54,974 | 16.35 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 | 0 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 35,082 | 2.17 | 821 | 9.92 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 144 | 0 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 457,575 | 15.04 | 10,703 | 23.77 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 15,248 | 0.37 | 357 | 7.88 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 935,500 | 22.21 | 22 | 31.25 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 140,030 | 3,275 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 9,586 | 0.02 | 224 | 7.69 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 2,077 | 144.64 | 49 | 166.67 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,682 | 49.92 | 133 | 60.98 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 22,121 | 35.81 | 1 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 125,441 | 260.12 | 2,934 | 287.58 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 15,779 | 1.35 | 369 | 9.17 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 176,174 | 80.74 | 4,121 | 94.43 | ||||
| 2025-08-14 | 13F | UBS Group AG | 522,188 | 39.77 | 12,214 | 50.37 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4,101 | 18.42 | 96 | 26.67 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 12,385 | 20.61 | 293 | 33.94 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1,358,402 | 11.17 | 31,773 | 19.60 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 15,580 | 19.54 | 364 | 28.62 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 29,460 | 8.63 | 689 | 16.98 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 66,036 | 0.31 | 1,545 | 7.90 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 25,095,530 | 9.68 | 586,984 | 18.01 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 199,913 | 2.41 | 4,676 | 10.18 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 225,495 | 1,107.79 | 5,274 | 1,202.22 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 10,643 | 9.55 | 249 | 17.54 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 47,306 | 22.42 | 1,106 | 31.67 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8,535 | 67.09 | 200 | 79.28 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 54,017 | 1,267 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 60,540 | 8.00 | 1,416 | 16.26 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,281 | 26.96 | 30 | 38.10 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 312 | 7 | ||||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 | 0 | ||||||
| 2025-09-03 | 13F | American Trust | 12,925 | 302 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 117,452 | 18.58 | 2,748 | 27.87 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 550,560 | 6.18 | 12,878 | 14.24 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 2,256 | 71.43 | 53 | 85.71 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 709,567 | 29.96 | 16,597 | 39.81 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 9,074 | 212 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 201 | 5 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,119 | 1.66 | 73 | 16.13 |
