Who Owns INVESCO EXCH TRADED FD TR II (PHB)? -- Institutional Holders (2026-06-30)

121 institutions reported holding $194.7M of INVESCO EXCH TRADED FD TR II (PHB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Invesco Ltd. ($65.9M), Bank of New York Mellon Corp ($13.5M), EVERGREEN CAPITAL MANAGEMENT LLC ($12.7M), LPL Financial LLC ($11.9M), WELLS FARGO & COMPANY/MN ($9.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Invesco Ltd.$65.9M3.6MTrimmed
2Bank of New York Mellon Corp$13.5M736,002Trimmed
3EVERGREEN CAPITAL MANAGEMENT LLC$12.7M692,872Added
4LPL Financial LLC$11.9M649,142Trimmed
5WELLS FARGO & COMPANY/MN$9.3M508,854Trimmed
6MORGAN STANLEY$7.9M434,468Added
7Revolve Wealth Partners, LLC$5.9M320,350Added
8TRUIST FINANCIAL CORP$5.7M309,537Added
9BLUELINE ADVISORS LLC$5.7M309,012Added
10ENVESTNET ASSET MANAGEMENT INC$5.6M306,915Added
11BANK OF AMERICA CORP /DE/$4.9M269,858Trimmed
12Colorado Capital Management, Inc.$4.4M240,471Added
13Curry Webb Wealth Management LLC$3.2M172,639Trimmed
14Vontobel Holding Ltd.$3.1M169,363Trimmed
15Global Retirement Partners, LLC$2.9M160,215Added
16JANE STREET GROUP, LLC$2.3M127,490Trimmed
17Asset Allocation Strategies LLC$2.2M118,382Trimmed
18Omega Financial Group, LLC$1.9M103,009Trimmed
19SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.9M102,471Trimmed
20ISLAY CAPITAL MANAGEMENT, LLC$1.6M87,277Trimmed
21Lido Advisors, LLC$1.4M75,657Trimmed
22Csenge Advisory Group$1.1M62,466Added
23UBS Group AG$1.1M62,362Trimmed
24Great Waters Wealth Management$870,03147,569Trimmed
25Royal Bank of Canada$868,00047,447Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30