7 institutions reported holding $407,159 of INVESCO EXCH TRADED FD TR II (SATO) in SEC 13F filings for 2026-03-31. Largest institutional holders: CreativeOne Wealth, LLC ($194,968), JANE STREET GROUP, LLC ($186,365), Farther Finance Advisors, LLC ($14,231), HighMark Wealth Management LLC ($9,027), Sound Income Strategies, LLC ($1,551). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CreativeOne Wealth, LLC | $194,968 | 13,643 | Added |
| 2 | JANE STREET GROUP, LLC | $186,365 | 13,041 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $14,231 | 1,000 | Hold |
| 4 | HighMark Wealth Management LLC | $9,027 | 632 | Added |
| 5 | Sound Income Strategies, LLC | $1,551 | 109 | Hold |
| 6 | SIMPLEX TRADING, LLC | $1,000 | 70 | New |
| 7 | MORGAN STANLEY | $17 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31