Who Owns INVESCO EXCH TRADED FD TR II (PCY)? -- Institutional Holders (2026-03-31)
224 institutions reported holding $1.09B of INVESCO EXCH TRADED FD TR II (PCY) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($493.6M), UBS Group AG ($110.3M), Invesco Ltd. ($103.6M), Annex Advisory Services, LLC ($83.7M), WELLS FARGO & COMPANY/MN ($41.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $493.6M | 23.6M | Added |
| 2 | UBS Group AG | $110.3M | 5.3M | Added |
| 3 | Invesco Ltd. | $103.6M | 5.0M | Added |
| 4 | Annex Advisory Services, LLC | $83.7M | 4.0M | New |
| 5 | WELLS FARGO & COMPANY/MN | $41.7M | 2.0M | Trimmed |
| 6 | SYON CAPITAL LLC | $28.1M | 1.3M | Added |
| 7 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $22.9M | 1.1M | Added |
| 8 | LPL Financial LLC | $11.4M | 547,382 | Trimmed |
| 9 | Advisors Preferred, LLC | $10.7M | 511,065 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $10.2M | 486,349 | Added |
| 11 | Cetera Investment Advisers | $8.2M | 394,670 | Added |
| 12 | Vontobel Holding Ltd. | $7.7M | 368,573 | Trimmed |
| 13 | MORGAN STANLEY | $7.5M | 358,573 | Trimmed |
| 14 | BlackRock, Inc. | $7.3M | 351,115 | Added |
| 15 | Waverly Advisors, LLC | $7.0M | 336,376 | Trimmed |
| 16 | Man Group plc | $6.2M | 296,929 | Added |
| 17 | EVERGREEN CAPITAL MANAGEMENT LLC | $5.7M | 271,615 | Trimmed |
| 18 | AMERIPRISE FINANCIAL INC | $5.2M | 247,293 | Trimmed |
| 19 | JANE STREET GROUP, LLC | $5.1M | 244,454 | New |
| 20 | Towercrest Capital Management | $4.9M | 232,208 | Trimmed |
| 21 | Financial & Tax Architects, LLC | $4.8M | 231,834 | Trimmed |
| 22 | Alliance Wealth Management Group | $4.6M | 221,723 | Trimmed |
| 23 | Wealthfront Advisers LLC | $4.3M | 203,385 | Trimmed |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.2M | 198,206 | Trimmed |
| 25 | SigFig Wealth Management, LLC | $3.8M | 184,022 | Added |
Source: SEC Form 13F filings · as of 2026-03-31