Who Owns INVESCO EXCH TRADED FD TR II (PBD)? -- Institutional Holders (2026-06-30)
86 institutions reported holding $104.4M of INVESCO EXCH TRADED FD TR II (PBD) in SEC 13F filings for 2026-06-30. Largest institutional holders: HighTower Advisors, LLC ($36.9M), RAYMOND JAMES FINANCIAL INC ($8.0M), MORGAN STANLEY ($7.5M), Royal Bank of Canada ($6.9M), MERCER GLOBAL ADVISORS INC /ADV ($4.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | HighTower Advisors, LLC | $36.9M | 1.9M | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $8.0M | 407,414 | Trimmed |
| 3 | MORGAN STANLEY | $7.5M | 381,151 | Trimmed |
| 4 | Royal Bank of Canada | $6.9M | 351,680 | Added |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $4.2M | 214,187 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $4.1M | 210,974 | Added |
| 7 | UBS Group AG | $3.5M | 176,341 | Added |
| 8 | Harel Insurance Investments & Financial Services Ltd. | $3.2M | 165,087 | Added |
| 9 | STIFEL FINANCIAL CORP | $2.7M | 138,418 | Added |
| 10 | LPL Financial LLC | $2.6M | 131,279 | Added |
| 11 | Cetera Investment Advisers | $2.3M | 116,339 | Trimmed |
| 12 | AMERIPRISE FINANCIAL INC | $2.2M | 114,452 | Trimmed |
| 13 | WELLS FARGO & COMPANY/MN | $1.8M | 91,239 | Added |
| 14 | Nilsine Partners, LLC | $1.8M | 90,082 | Added |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 73,266 | New |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 61,943 | Trimmed |
| 17 | FLOW TRADERS U.S. LLC | $945,000 | 48,221 | New |
| 18 | Financial Engines Advisors L.L.C. | $800,542 | 40,844 | Trimmed |
| 19 | JANE STREET GROUP, LLC | $789,488 | 40,280 | Trimmed |
| 20 | Hennion & Walsh Asset Management, Inc. | $776,454 | 39,615 | Trimmed |
| 21 | Quantinno Capital Management LP | $746,878 | 38,106 | Added |
| 22 | JPMORGAN CHASE & CO | $720,577 | 37,491 | Added |
| 23 | Prospera Financial Services Inc | $605,367 | 30,874 | Added |
| 24 | Private Advisor Group, LLC | $603,505 | 30,791 | Added |
| 25 | Equitable Holdings, Inc. | $595,252 | 30,370 | Added |
Source: SEC Form 13F filings · as of 2026-06-30