IPKW — INVESCO EXCH TRADED FD TR II
As of Q2 2026, 5 SEC-registered investment managers reported holding IPKW (INVESCO EXCH TRADED FD TR II) in their latest 13F filings, with a combined reported value of $94.95M across 1.69M shares. That is +8.8% by share count (+136.99K shares) versus the previous quarter, while reported value moved +9.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 4 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 722.60K | $40.70M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 702.54K | $39.57M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 207.12K | $11.67M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 53.16K | $2.99M | 0.00% | Add |
| Invesco Ltd history | Q1 2023 | 10.04K | $342.13K | 0.00% | Reduce |
| Wells Fargo & Co history | Q1 2026 | 1.45K | $81.36K | 0.00% | Hold |
| Citigroup Inc history | Q2 2022 | 1.45K | $47.00K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 236 | $13.29K | 0.00% | New |
New Positions (Q2 2026)
- Fidelity Management & Research (FMR) 236 sh · $13.29K
Fully Exited (vs previous quarter)
- Wells Fargo & Co sold 1.45K sh · $81.36K
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 41.22K | 52.21K | 57.22K | 52.47K | 40.52K | 39.02K | 38.37K | 35.97K | 35.08K | 32.48K | 29.42K | 33.93K | 54.90K | 91.33K | 171.99K | 366.37K | 459.84K | 587.64K | 695.78K | 722.60K |
| Morgan Stanley | 377.91K | 305.92K | 262.62K | 221.77K | 104.65K | 101.28K | 112.41K | 64.92K | 61.46K | 55.37K | 52.37K | 49.97K | 57.16K | 99.62K | 189.69K | 238.90K | 459.04K | 569.48K | 662.04K | 702.54K |
| UBS Group AG | 12.53K | 12.77K | 12.64K | 11.22K | 11.69K | 8.36K | 6.36K | 3.03K | 2.58K | 2.98K | 2.51K | 3.51K | 2.64K | 17.63K | 41.48K | 75.01K | 96.72K | 131.75K | 152.11K | 207.12K |
| Citadel Advisors | 5.56K | 28.32K | 8.51K | — | 8.11K | 11.21K | 13.19K | 13.48K | — | 44.57K | 12.81K | 21.25K | — | 22.71K | — | — | — | — | 37.28K | 53.16K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | 124 | — | 200 | 3 | — | 1 | 406 | — | — | — | 236 |
| Wells Fargo & Co | 10.87K | 10.88K | 10.87K | 11.62K | 11.10K | 11.10K | 11.10K | 10.87K | 10.87K | 1 | — | 1 | 1 | 1 | 1 | — | — | 1.45K | 1.45K | — |
| Citigroup Inc | — | — | — | 1.45K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 16.71K | 18.65K | 22.90K | 21.61K | 22.45K | 10.14K | 10.04K | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details