IPKW Institutional Ownership & Shareholders
INVESCO INTERNATIONAL BUYBAC (IPKW) is currently held by 89 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $352.09M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IPKW tracked by InsiderSet, reporting ownership valued at approximately $40.70M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $43.25M, representing an estimated gain of +6.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed IPKW value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO INTERNATIONAL BUYBAC (IPKW).
This page ranks the largest institutional IPKW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
89
Total Reported Value
$352.09M
Largest Holder
Bank Of America Corp
Largest Position
$40.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 722,597 | $40,703,175 | $43,254,656 | +$2,551,481 | +6.27% | |
| Morgan Stanley | 0.00% | 702,544 | $39,573,898 | $42,054,284 | +$2,480,386 | +6.27% | |
| Lpl Financial Llc | 0.01% | 659,314 | $37,138,755 | $39,466,536 | +$2,327,781 | +6.27% | |
| Raymond James Financial Inc | 0.01% | 497,047 | $27,998,378 | $29,753,233 | +$1,754,855 | +6.27% | |
| Kellett Wealth Advisors, Llc | 8.87% | 408,736 | $24,242,133 | $24,466,937 | +$224,804 | +0.93% | |
| Nikulski Financial, Inc. | 2.98% | 245,164 | $13,809,968 | $14,675,517 | +$865,549 | +6.27% | |
| Ameriprise Financial Inc | 0.00% | 179,557 | $12,109,151 | $10,748,282 | -$1,360,869 | -11.24% | |
| Ubs Group Ag | 0.00% | 207,116 | $11,666,637 | $12,397,964 | +$731,327 | +6.27% | |
| Brookstone Capital Management | 0.10% | 173,633 | $10,298,160 | $10,393,671 | +$95,511 | +0.93% | |
| Arkadios Wealth Advisors | 0.16% | 181,244 | $10,209,356 | $10,849,266 | +$639,910 | +6.27% | |
| Jones Financial Companies Lllp | 0.00% | 175,219 | $9,814,868 | $10,488,609 | +$673,741 | +6.86% | |
| Breakwater Capital Group | 1.13% | 160,008 | $9,490,087 | $9,578,079 | +$87,992 | +0.93% | |
| Park Edge Advisors, Llc | 1.71% | 134,931 | $8,002,767 | $8,076,970 | +$74,203 | +0.93% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 113,804 | $6,664,372 | $6,812,307 | +$147,935 | +2.22% | |
| Cetera Investment Advisers | 0.01% | 110,521 | $6,225,564 | $6,615,787 | +$390,223 | +6.27% | |
| Principle Wealth Partners Llc | 0.29% | 100,933 | $5,986,373 | $6,041,849 | +$55,476 | +0.93% | |
| Private Advisor Group, Llc | 0.02% | 93,809 | $5,284,231 | $5,615,407 | +$331,176 | +6.27% | |
| Sanctuary Advisors, Llc | 0.02% | 91,026 | $5,127,456 | $5,448,816 | +$321,360 | +6.27% | |
| Kovack Advisors, Inc. | 0.22% | 80,123 | $4,523,873 | $4,796,163 | +$272,290 | +6.02% | |
| Jane Street Group, Llc | 0.00% | 79,484 | $4,477,286 | $4,757,912 | +$280,626 | +6.27% | |
| Financial Enhancement Group Llc | 0.45% | 67,064 | $3,917,208 | $4,014,451 | +$97,243 | +2.48% | |
| Gts Securities Llc | 0.08% | 69,046 | $3,889,292 | $4,133,094 | +$243,802 | +6.27% | |
| Vista Investment Management | 1.12% | 66,079 | $3,722,190 | $3,955,489 | +$233,299 | +6.27% | |
| Citadel Advisors Llc | 0.00% | 53,158 | $2,994,358 | $3,182,038 | +$187,680 | +6.27% | |
| Wagner Wealth Management, Corp | 2.34% | 50,457 | $2,992,605 | $3,020,356 | +$27,751 | +0.93% | |
| Mml Investors Services, Llc | 0.01% | 48,989 | $2,759,534 | $2,932,482 | +$172,948 | +6.27% | |
| Gateway Wealth Partners, Llc | 0.14% | 40,976 | $2,308,155 | $2,452,823 | +$144,668 | +6.27% | |
| Royal Bank Of Canada | 0.00% | 39,569 | $2,229,000 | $2,368,600 | +$139,600 | +6.26% | |
| Susquehanna International Group, Llp | 0.00% | 36,534 | $2,057,938 | $2,186,925 | +$128,987 | +6.27% | |
| Towle & Co | 0.63% | 32,748 | $1,844,675 | $1,960,295 | +$115,620 | +6.27% | |
| Total Clarity Wealth Management, Inc. | 0.35% | 30,267 | $1,795,136 | $1,811,783 | +$16,647 | +0.93% | |
| Dana Investment Advisors, Inc. | 0.04% | 28,240 | $1,590,742 | $1,690,446 | +$99,704 | +6.27% | |
| Janney Montgomery Scott Llc | 0.00% | 27,903 | $1,572,000 | $1,670,274 | +$98,274 | +6.25% | |
| Farther Finance Advisors, Llc | 0.01% | 25,686 | $1,523,426 | $1,537,564 | +$14,138 | +0.93% | |
| Envestnet Asset Management Inc | 0.00% | 26,965 | $1,518,942 | $1,614,125 | +$95,183 | +6.27% | |
| Equitable Holdings, Inc. | 0.01% | 25,882 | $1,457,938 | $1,549,297 | +$91,359 | +6.27% | |
| Stratos Wealth Advisors, Llc | 0.08% | 24,806 | $1,397,318 | $1,484,887 | +$87,569 | +6.27% | |
| Kestra Private Wealth Services, Llc | 0.01% | 23,078 | $1,368,764 | $1,381,449 | +$12,685 | +0.93% | |
| Atx Financial Planning, Llc | 0.84% | 22,090 | $1,310,185 | $1,322,307 | +$12,122 | +0.93% | |
| Fortis Group Advisors, Llc | 0.20% | 21,924 | $1,234,950 | $1,312,371 | +$77,421 | +6.27% | |
| Kingsview Wealth Management, Llc | 0.01% | 19,911 | $1,121,591 | $1,191,872 | +$70,281 | +6.27% | |
| Stifel Financial Corp | 0.00% | 16,794 | $945,997 | $1,005,289 | +$59,292 | +6.27% | |
| Pfg Investments, Llc | 0.04% | 16,476 | $928,093 | $986,253 | +$58,160 | +6.27% | |
| Fortune Financial Group, Inc. | 0.79% | 15,008 | $890,124 | $898,379 | +$8,255 | +0.93% | |
| Patriot Financial Group Insurance Agency, Llc | 0.08% | 14,800 | $877,788 | $885,928 | +$8,140 | +0.93% | |
| Daner Wealth Management, Llc | 0.41% | 12,264 | $753,570 | $734,123 | -$19,447 | -2.58% | |
| Kestra Advisory Services, Llc | 0.00% | 12,700 | $753,224 | $760,222 | +$6,998 | +0.93% | |
| Natixis Advisors, Llc | 0.00% | 10,193 | $574,000 | $610,153 | +$36,153 | +6.30% | |
| Verdence Capital Advisors Llc | 0.02% | 9,396 | $557,292 | $562,445 | +$5,153 | +0.92% | |
| Osaic Holdings, Inc. | 0.00% | 9,716 | $547,523 | $581,600 | +$34,077 | +6.22% |
Frequently asked questions about IPKW
Who are the largest institutional holders of IPKW?
The largest institutional holders of IPKW reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, Raymond James Financial Inc, and Kellett Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported IPKW position.
What is IPKW institutional ownership?
This page tracks IPKW positions reported by institutional investment managers through SEC Form 13F. INVESCO INTERNATIONAL BUYBAC (IPKW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IPKW?
InsiderSet currently tracks 89 institutional managers reporting IPKW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IPKW shareholders.
How much IPKW stock do institutions own?
Institutional investment managers disclosed approximately $352.09M in IPKW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IPKW institutional ownership last updated?
The latest IPKW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IPKW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IPKW position after the reporting date.
Are institutions buying or selling IPKW?
Institutional buying and selling can be analyzed by comparing IPKW positions across consecutive 13F reporting periods. InsiderSet's IPKW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IPKW ownership changes.
How has IPKW institutional ownership changed over time?
InsiderSet tracks IPKW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.