Who Owns INVESCO EXCH TRADED FD TR II (PCY)? -- Institutional Holders (2026-06-30)
214 institutions reported holding $1.10B of INVESCO EXCH TRADED FD TR II (PCY) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($521.3M), UBS Group AG ($116.7M), Annex Advisory Services, LLC ($91.2M), Invesco Ltd. ($70.9M), WELLS FARGO & COMPANY/MN ($42.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $521.3M | 24.1M | Added |
| 2 | UBS Group AG | $116.7M | 5.4M | Added |
| 3 | Annex Advisory Services, LLC | $91.2M | 4.2M | Added |
| 4 | Invesco Ltd. | $70.9M | 3.3M | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $42.5M | 2.0M | Trimmed |
| 6 | SYON CAPITAL LLC | $28.8M | 1.3M | Trimmed |
| 7 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $20.7M | 955,964 | Trimmed |
| 8 | LPL Financial LLC | $12.9M | 597,579 | Added |
| 9 | MORGAN STANLEY | $9.5M | 438,760 | Added |
| 10 | Cetera Investment Advisers | $8.4M | 385,764 | Trimmed |
| 11 | Vontobel Holding Ltd. | $8.0M | 368,462 | Trimmed |
| 12 | Man Group plc | $7.9M | 363,201 | Added |
| 13 | Advisors Preferred, LLC | $7.7M | 355,232 | Trimmed |
| 14 | Mirae Asset Global Investments Co., Ltd. | $7.7M | 355,000 | New |
| 15 | Waverly Advisors, LLC | $7.3M | 338,938 | Added |
| 16 | BlackRock, Inc. | $7.3M | 337,324 | Trimmed |
| 17 | RAYMOND JAMES FINANCIAL INC | $5.9M | 272,727 | Trimmed |
| 18 | &PARTNERS | $5.9M | 271,326 | Added |
| 19 | EVERGREEN CAPITAL MANAGEMENT LLC | $5.8M | 266,677 | Trimmed |
| 20 | AMERIPRISE FINANCIAL INC | $5.5M | 256,133 | Added |
| 21 | Towercrest Capital Management | $4.6M | 211,860 | Trimmed |
| 22 | Wealthfront Advisers LLC | $4.3M | 199,509 | Trimmed |
| 23 | Alliance Wealth Management Group | $4.3M | 198,661 | Trimmed |
| 24 | SigFig Wealth Management, LLC | $4.1M | 190,633 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.8M | 176,774 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30