Who Owns INVESCO EXCH TRADED FD TR II (PGX)? -- Institutional Holders (2026-03-31)
458 institutions reported holding $2.10B of INVESCO EXCH TRADED FD TR II (PGX) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($882.7M), WELLS FARGO & COMPANY/MN ($164.6M), Bramshill Investments, LLC ($111.8M), UBS Group AG ($100.7M), MORGAN STANLEY ($69.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $882.7M | 81.1M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $164.6M | 15.1M | Trimmed |
| 3 | Bramshill Investments, LLC | $111.8M | 10.3M | Added |
| 4 | UBS Group AG | $100.7M | 9.3M | Added |
| 5 | MORGAN STANLEY | $69.1M | 6.3M | Trimmed |
| 6 | LPL Financial LLC | $57.8M | 5.3M | Trimmed |
| 7 | AMERIPRISE FINANCIAL INC | $45.2M | 4.1M | Trimmed |
| 8 | JPMORGAN CHASE & CO | $44.2M | 4.1M | Trimmed |
| 9 | Spectrum Asset Management, Inc. | $42.5M | 3.9M | Trimmed |
| 10 | BESSEMER GROUP INC | $37.9M | 3.5M | Trimmed |
| 11 | Allworth Financial LP | $36.6M | 3.4M | Added |
| 12 | Royal Bank of Canada | $32.2M | 3.0M | Trimmed |
| 13 | RAYMOND JAMES FINANCIAL INC | $29.8M | 2.7M | Added |
| 14 | Clearstead Advisors, LLC | $18.5M | 1.7M | Added |
| 15 | Checchi Capital Advisers, LLC | $15.1M | 1.4M | Added |
| 16 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $13.4M | 1.2M | Added |
| 17 | STONEBRIDGE ADVISORS LLC | $13.3M | 1.2M | Added |
| 18 | HUNTINGTON NATIONAL BANK | $13.3M | 1.2M | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $12.3M | 1.1M | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $12.3M | 1.1M | Trimmed |
| 21 | CARY STREET PARTNERS FINANCIAL LLC | $11.1M | 1.0M | Trimmed |
| 22 | Private Advisor Group, LLC | $10.4M | 954,689 | Added |
| 23 | MAI Capital Management | $10.2M | 938,873 | Added |
| 24 | Trinity Legacy Partners, LLC | $8.3M | 736,148 | Added |
| 25 | Rockefeller Capital Management L.P. | $8.2M | 751,277 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31