DOSSIER · 13F Holders · Q1 2026
PFIG

INVESCO EXCH TRADED FD TR II

33 institutions still hold INVESCO EXCH TRADED FD TR II as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E693·33 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$85M
visible holders
Holders
33
filers reporting
Concentration
35.85%
Bank of New York Mellon Corp #1
top holder share
AI Holders Summary · Q1 2026

33 institutions reported PFIG in Q1 2026. Bank of New York Mellon Corp leads at 35.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Bank of New York Mellon Corp
CIK 0001390777
$30M1.3M0.01%Q1 2026
02
AMERIPRISE FINANCIAL INC
CIK 0000820027
$13M542K0.00%Q1 2026
03
LPL Financial LLC
CIK 0001403438
$13M529K0.00%Q1 2026
04
Arkadios Wealth Advisors
CIK 0001800798
$7M279K0.11%Q1 2026
05
TRUIST FINANCIAL CORP
CIK 0000092230
$6M265K0.01%Q2 2026
06
Nikulski Financial, Inc.
CIK 0001729847
$3M116K0.60%Q2 2026
07
ECLECTIC ASSOCIATES INC /ADV
CIK 0000743482
$2M70K0.19%Q2 2026
08
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M66K0.00%Q1 2026
09
Equitable Holdings, Inc.
CIK 0001333986
$1M61K0.01%Q1 2026
10
Cetera Investment Advisers
CIK 0001666741
$1M55K0.00%Q1 2026
11
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$1M54K0.00%Q2 2026
12
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1M46K0.00%Q1 2026
13
Breakwater Capital Group
CIK 0001964309
$992K41K0.12%Q2 2026
14
Federation des caisses Desjardins du Quebec
CIK 0002022297
$835K35K0.00%Q1 2026
15
Insight Advisors, LLC/ PA
CIK 0001844880
$710K30K0.14%Q1 2026
16
ROYAL BANK OF CANADA
CIK 0001000275
$432K18K0.00%Q1 2026
17
MORGAN STANLEY
CIK 0000895421
$387K16K0.00%Q1 2026
18
Copia Wealth Management
CIK 0002058771
$345K14K0.24%Q1 2026
19
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$323K13K0.00%Q1 2026
20
Hobbs Group Advisors, LLC
CIK 0002012280
$281K12K0.08%Q1 2026
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