Who Owns INVESCO EXCH TRADED FD TR II (PGX)? -- Institutional Holders (2026-06-30)
460 institutions reported holding $2.31B of INVESCO EXCH TRADED FD TR II (PGX) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($944.2M), Bramshill Investments, LLC ($124.6M), WELLS FARGO & COMPANY/MN ($121.7M), UBS Group AG ($103.0M), JPMORGAN CHASE & CO ($77.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $944.2M | 87.1M | Added |
| 2 | Bramshill Investments, LLC | $124.6M | 11.5M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $121.7M | 11.2M | Trimmed |
| 4 | UBS Group AG | $103.0M | 9.5M | Added |
| 5 | JPMORGAN CHASE & CO | $77.0M | 7.1M | Added |
| 6 | Centiva Capital, LP | $74.9M | 6.9M | New |
| 7 | MORGAN STANLEY | $67.5M | 6.2M | Trimmed |
| 8 | COHEN & STEERS, INC. | $60.3M | 5.6M | Added |
| 9 | LPL Financial LLC | $53.8M | 5.0M | Trimmed |
| 10 | Spectrum Asset Management, Inc. | $53.7M | 5.0M | Added |
| 11 | AMERIPRISE FINANCIAL INC | $45.8M | 4.2M | Added |
| 12 | BESSEMER GROUP INC | $37.7M | 3.5M | Hold |
| 13 | Allworth Financial LP | $37.3M | 3.4M | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $32.2M | 3.0M | Added |
| 15 | Royal Bank of Canada | $30.7M | 2.8M | Trimmed |
| 16 | FIRST TRUST ADVISORS LP | $19.5M | 1.8M | New |
| 17 | Checchi Capital Advisers, LLC | $17.0M | 1.6M | Added |
| 18 | Clearstead Advisors, LLC | $17.0M | 1.6M | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $14.1M | 1.3M | Added |
| 20 | STONEBRIDGE ADVISORS LLC | $13.3M | 1.2M | Added |
| 21 | HUNTINGTON NATIONAL BANK | $12.7M | 0 | Trimmed |
| 22 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $11.4M | 1.0M | Trimmed |
| 23 | MAI Capital Management | $10.6M | 978,076 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $10.6M | 976,257 | Added |
| 25 | Private Advisor Group, LLC | $10.4M | 961,695 | Added |
Source: SEC Form 13F filings · as of 2026-06-30