Vault-13

INVESCO EXCH TRADED FD TR II IPKW

INTL BUYBACK · ETP · CUSIP 46138E644

96 institutional holders +14 vs Q3 2025
5,616,3365.6m shares reported held*
$312.5mreported value*
17 new 50 added 15 reduced 5 sold out net bought ≈ $47.4m (+853.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $55.64.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 40Q4 22: 39Q1 23: 39Q2 23: 37Q3 23: 43Q4 23: 44Q1 24: 40Q2 24: 53Q3 24: 53Q4 24: 51Q1 25: 65Q2 25: 74Q3 25: 82Q4 25: 9696Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202240
Q4 202239
Q1 202339
Q2 202337
Q3 202343
Q4 202344
Q1 202440
Q2 202453
Q3 202453
Q4 202451
Q1 202565
Q2 202574
Q3 202582
Q4 202596

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 24: 13 bought or addedQ1 24: 23 cut or sold outQ2 24: 31 bought or addedQ2 24: 13 cut or sold outQ2 24Q3 24: 25 bought or addedQ3 24: 22 cut or sold outQ4 24: 22 bought or addedQ4 24: 26 cut or sold outQ4 24Q1 25: 51 bought or addedQ1 25: 13 cut or sold outQ2 25: 51 bought or addedQ2 25: 26 cut or sold outQ2 25Q3 25: 56 bought or addedQ3 25: 22 cut or sold outQ4 25: 67 bought or addedQ4 25: 20 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20241323
Q2 20243113
Q3 20242522
Q4 20242226
Q1 20255113
Q2 20255126
Q3 20255622
Q4 20256720

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +159,114+159.1k
BANK OF AMERICA CORP /DE/ Added +127,799+127.8k
LPL Financial LLC Added +118,436+118.4k
MORGAN STANLEY Added +110,441+110.4k
Horizon Wealth Management, LLC New +83,577+83.6k
Nikulski Financial, Inc. Added +62,383+62.4k
JANE STREET GROUP, LLC Added +45,941+45.9k
Principle Wealth Partners LLC Added +37,330+37.3k
UBS Group AG Added +35,027+35.0k
Cambridge Investment Research Advisors, Inc. Added +34,695+34.7k

Biggest sellers

GPS Wealth Strategies Group, LLC Reduced -106,553-106.6k
Synergy Asset Management, LLC Sold out -99,588-99.6k
GTS SECURITIES LLC Sold out -23,779-23.8k
Park Edge Advisors, LLC Reduced -9,943-9.9k
FLOW TRADERS U.S. LLC Sold out -7,582-7.6k
Farther Finance Advisors, LLC Reduced -6,558-6.6k
Aspire Capital Advisors LLC Reduced -6,260-6.3k
Norris Financial Group, LLC Reduced -6,194-6.2k
OSAIC HOLDINGS, INC. Reduced -2,465-2.5k
Atria Investments, Inc Reduced -1,982-2.0k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 650,553650.6k $36.2m $36.2m 0.01% Added +159.1k +159,114
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 587,637587.6k $32.7m $32.7m 0.00% Added +127.8k +127,799
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 569,476569.5k $31.6m $31.6m 0.00% Added +110.4k +110,441
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 551,633551.6k $30.7m $30.7m 0.01% Added +118.4k +118,436
5 Kellett Wealth Advisors, LLC 7.81% of their portfolio CINCINNATI, OH 246,102246.1k $13.7m $13.7m 7.81% Added +8.7k +8,666
6 Park Edge Advisors, LLC 2.61% of their portfolio Cleveland, OH 207,652207.7k $11.5m $11.5m 2.61% Reduced -9.9k -9,943
7 Arkadios Wealth Advisors 0.18% of their portfolio ATLANTA, GA 159,033159.0k $8.8m $8.8m 0.18% Added +9.7k +9,745
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 147,635147.6k $8.3m $8.3m 0.01% Added +355 +355
9 Brookstone Capital Management 0.09% of their portfolio WHEATON, IL 142,454142.5k $7.9m $7.9m 0.09% Added +9.8k +9,783
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 131,752131.8k $7.3m $7.3m 0.00% Added +35.0k +35,027
11 Breakwater Capital Group 1.00% of their portfolio PARAMUS, NJ 129,163129.2k $7.2m $7.2m 1.00% Added +16.5k +16,526
12 Nikulski Financial, Inc. 1.56% of their portfolio BETTENDORF, IA 117,436117.4k $6.5m $6.5m 1.56% Added +62.4k +62,383
13 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 98,64198.6k $5.5m $5.5m 0.03% Added +3.6k +3,572
14 Norris Financial Group, LLC 1.81% of their portfolio GREENVILLE, SC 95,80295.8k $5.3m $5.3m 1.81% Reduced -6.2k -6,194
15 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 95,03695.0k $5.3m $5.3m 0.00% Added +23.3k +23,294
16 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 89,12089.1k $5.0m $5.0m 0.01% Added +32.7k +32,748
17 Horizon Wealth Management, LLC 0.72% of their portfolio LA GRANGE, IL 83,57783.6k $4.6m $4.6m 0.72% New
18 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 83,31583.3k $4.6m $4.6m 0.00% Added +27.5k +27,466
19 Atria Investments, Inc 0.05% of their portfolio Charlotte, NC 82,65382.7k $4.6m $4.6m 0.05% Reduced -2.0k -1,982
20 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 76,95077.0k $4.3m $4.3m 0.01% Reduced -412 -412
21 Financial Enhancement Group LLC 0.54% of their portfolio ANDERSON, IN 72,65772.7k $4.1m $4.1m 0.54% Reduced -271 -271
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 69,66769.7k $3.9m $3.9m 0.00% Added +8.2k +8,170
23 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 65,67865.7k $3.6m $3.6m 0.02% Added +9.1k +9,093
24 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 65,63765.6k $3.6m $3.6m 0.01% Added +34.7k +34,695
25 VISTA INVESTMENT MANAGEMENT 1.11% of their portfolio PITTSBURGH, PA 60,62760.6k $3.4m $3.4m 1.11% Added +6.7k +6,685
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 59,11259.1k $3.3m $3.3m 0.00% Added +19.7k +19,681
27 Principle Wealth Partners LLC 0.18% of their portfolio MADISON, CT 56,13756.1k $3.1m $3.1m 0.18% Added +37.3k +37,330
28 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio AUSTIN, TX 53,99454.0k $3.0m $3.0m 0.04% Added +2.5k +2,522
29 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 50,00050.0k $2.8m $2.8m 0.00% Added +45.9k +45,941
30 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 42,67642.7k $2.4m $2.4m 0.01% Added +2.1k +2,143
31 GPS Wealth Strategies Group, LLC 1.87% of their portfolio CENTENNIAL, CO 39,44739.4k $2.2m $2.2m 1.87% Reduced -106.6k -106,553
32 VISTA INVESTMENT PARTNERS II, LLC 0.91% of their portfolio RICHMOND, IN 37,99638.0k $2.1m $2.1m 0.91% Added +2.1k +2,068
33 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 37,78837.8k $2.1m $2.1m 0.02% Reduced -6.6k -6,558
34 WESPAC Advisors, LLC 1.13% of their portfolio ORINDA, CA 37,57437.6k $2.1m $2.1m 1.13% Added +5.0k +5,038
35 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 36,17236.2k $2.0m $2.0m 0.01% Added +796 +796
36 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 28,55028.6k $1.6m $1.6m 0.00% Added +974 +974
37 Stratos Wealth Advisors, LLC 0.07% of their portfolio BEACHWOOD, OH 25,75925.8k $1.4m $1.4m 0.07% Added +1.0k +1,039
38 Dana Investment Advisors, Inc. 0.04% of their portfolio BROOKFIELD, WI 24,99125.0k $1.4m $1.4m 0.04% Added +4.8k +4,768
39 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 24,58324.6k $1.4m $1.4m 0.00% New
40 Belpointe Asset Management LLC 0.05% of their portfolio RENO, NV 23,74523.7k $1.3m $1.3m 0.05% Added +3.7k +3,668
41 Gateway Wealth Partners, LLC 0.13% of their portfolio APPLETON, WI 21,53221.5k $1.2m $1.2m 0.13% Added +2.4k +2,384
42 Clark Capital Management Group, Inc. 0.01% of their portfolio PHILADELPHIA, PA 21,52821.5k $1.2m $1.2m 0.01% Added +9.8k +9,809
43 Wagner Wealth Management, Corp 1.12% of their portfolio CONYNGHAM, PA 20,48720.5k $1.1m $1.1m 1.12% First filing
44 Fortis Group Advisors, LLC 0.19% of their portfolio WESTWOOD, NJ 19,60619.6k $1.1m $1.1m 0.19% Added +171 +171
45 Aspire Capital Advisors LLC 0.25% of their portfolio SEATTLE, WA 18,78018.8k $1.0m $1.0m 0.25% Reduced -6.3k -6,260
46 PFG Investments, LLC 0.05% of their portfolio WOODBURY, NY 18,77518.8k $1.0m $1.0m 0.05% Added +4.0k +4,037
47 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 18,07218.1k $1.0m $1.0m 0.01% New
48 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 15,43515.4k $857.8k $857.8k 0.00% Added +2.5k +2,513
49 ATX Financial Planning, LLC 0.62% of their portfolio AUSTIN, TX 14,45814.5k $803.5k $803.5k 0.62% First filing
50 Patriot Financial Group Insurance Agency, LLC 0.09% of their portfolio Westborough, MA 13,67513.7k $760.0k $760.0k 0.09% Added +1.9k +1,850
51 Daner Wealth Management, LLC 0.43% of their portfolio ALPHARETTA, GA 11,78211.8k $706.1k $706.1k 0.43% Reduced -139 -139
52 Navis Wealth Advisors, LLC 0.25% of their portfolio RYE BROOK, NY 10,60210.6k $589.2k $589.2k 0.25% New
53 Verdence Capital Advisors LLC 0.03% of their portfolio HUNT VALLEY, MD 9,2089.2k $511.7k $511.7k 0.03% Added +120 +120
54 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 9,1249.1k $507.0k $507.0k 0.01% Reduced -90 -90
55 Essex Financial Services, Inc. 0.03% of their portfolio ESSEX, CT 8,0288.0k $446.1k $446.1k 0.03% Unchanged
56 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,0128.0k $445.4k $445.4k 0.00% Reduced -2.5k -2,465
57 United Advisor Group, LLC 0.06% of their portfolio CINCINNATI, OH 7,9337.9k $440.9k $440.9k 0.06% Added +2.9k +2,916
58 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,7527.8k $430.8k $430.8k 0.00% Added +1.6k +1,554
59 Total Clarity Wealth Management, Inc. 0.10% of their portfolio ST. CHARLES, IL 7,6697.7k $426.2k $426.2k 0.10% Reduced -70 -70
60 Trademark Financial Management, LLC 0.21% of their portfolio Bloomington, MN 6,7556.8k $375.4k $375.4k 0.21% Added +174 +174
61 ProVise Management Group, LLC 0.02% of their portfolio CLEARWATER, FL 5,7705.8k $320.7k $320.7k 0.02% Added +159 +159
62 Insight Wealth Strategies, LLC 0.04% of their portfolio SAN RAMON, CA 5,5025.5k $305.8k $305.8k 0.04% Added +307 +307
63 QTR Family Wealth, LLC 0.14% of their portfolio LAKE MARY, FL 5,4885.5k $328.9k $328.9k 0.14% Reduced -142 -142
64 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 5,1515.2k $286.0k $286.0k 0.02% Added +157 +157
65 LEAVELL INVESTMENT MANAGEMENT, INC. 0.01% of their portfolio MOBILE, AL 4,9124.9k $273.0k $273.0k 0.01% New
66 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 4,8694.9k $270.6k $270.6k 0.01% Added +366 +366
67 USAdvisors Wealth Management, LLC 0.09% of their portfolio EDEN PRAIRIE, MN 4,7254.7k $262.0k $262.0k 0.09% Unchanged
68 Insight Advisors, LLC/ PA 0.04% of their portfolio Newtown, PA 4,5674.6k $253.8k $253.8k 0.04% Added +45 +45
69 VALLEY NATIONAL ADVISERS INC 0.03% of their portfolio BETHLEHEM, PA 4,1274.1k $229.0k $229.0k 0.03% Unchanged
70 PRIVATE CLIENT SERVICES, LLC 0.07% of their portfolio LOUISVILLE, KY 4,1004.1k $227.8k $227.8k 0.07% Unchanged
71 IRON Financial LLC 0.10% of their portfolio NORTHBROOK, IL 3,9433.9k $219.1k $219.1k 0.10% New
72 McKinley Carter Wealth Services, Inc. 0.01% of their portfolio WHEELING, WV 3,8773.9k $215.5k $215.5k 0.01% Unchanged
73 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0.02% of their portfolio GRAND BLANC, MI 3,8333.8k $213.0k $213.0k 0.02% New
74 KANE INVESTMENT MANAGEMENT, INC. 0.10% of their portfolio LOS GATOS, CA 3,7473.7k $208.2k $208.2k 0.10% New
75 Cyndeo Wealth Partners, LLC 0.01% of their portfolio ST. PETERSBURG, FL 3,6333.6k $201.9k $201.9k 0.01% New
76 Mariner, LLC 0.00% of their portfolio Overland Park, KS 3,6303.6k $201.7k $201.7k 0.00% New
77 FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio BOSTON, MA 2,8402.8k $157.8k $157.8k 0.01% New
78 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 1,9692.0k $109.4k $109.4k 0.00% Unchanged
79 Root Financial Partners, LLC 0.01% of their portfolio ENCINITAS, CA 1,9441.9k $108.0k $108.0k 0.01% Unchanged
80 Triumph Capital Management 0.02% of their portfolio DENVER, CO 1,5791.6k $87.7k $87.7k 0.02% New
81 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,4471.4k $80.4k $80.4k 0.00% Added +1.4k +1,447
82 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 1,2861.3k $71.5k $71.5k 0.00% New
83 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 1,0701.1k $59.5k $59.5k 0.00% Reduced -130 -130
84 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 758758 $42.1k $42.1k 0.00% New
85 COMERICA BANK 0.00% of their portfolio DALLAS, TX 624624 $34.7k $34.7k 0.00% Reduced -5 -5
86 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 582582 $32.3k $32.3k 0.00% Unchanged
87 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 538538 $29.9k $29.9k 0.00% Added +7 +7
88 TRUST CO OF VERMONT 0.00% of their portfolio BRATTLEBORO, VT 500500 $27.8k $27.8k 0.00% New
89 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 282282 $15.7k $15.7k 0.00% Unchanged
90 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 278278 $15.4k $15.4k 0.00% Added +103 +103
91 CWM, LLC 0.00% of their portfolio OMAHA, NE 268268 $15.0k $15.0k 0.00% Added +102 +102
92 Camelot Portfolios, LLC 0.01% of their portfolio Maumee, OH 231231 $12.8k $12.8k 0.01% New
93 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 200200 $11.1k $11.1k 0.00% Unchanged
94 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 180180 $10.0k $10.0k 0.00% Unchanged
95 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 140140 $7.8k $7.8k 0.00% Unchanged
96 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 123123 $6.8k $6.8k 0.00% New