DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex

PHO

INVESCO EXCHANGE TRADED FD T

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

CUSIP 46137V142·Exchange Traded Fund·391 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 3.4%

vs prior quarter

13F value held

$585M

63.0% inst. owned

of float

Holders

391

+40 QoQ

filers reporting

Activity

+55 / −73

+957 added · −798 reduced

this quarter

Concentration

17.88%

BANK OF AMERICA CORP /DE/ #1

top holder share

AI Holders Summary · Q1 2026

391 institutions reported PHO in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 17.9% of the visible book. +40 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

BANK OF AMERICA CORP /DE/

$105M1.6M0.01%Q1 2026 02

$88M1.3M0.01%Q1 2026 03

LPL Financial LLC

$56M836K0.01%Q1 2026 04

$45M667K0.01%Q1 2026 05

1832 Asset Management L.P.

$38M563K0.03%Q1 2026 06

Perigon Wealth Management, LLC

$29M427K0.52%Q1 2026 07

RAYMOND JAMES FINANCIAL INC

$28M420K0.01%Q1 2026 08

Gitterman Wealth Management, LLC

$27M369K6.10%Q3 2025 09

Atria Investments, Inc

$24M354K0.26%Q1 2026 10

ROYAL BANK OF CANADA

$22M335K0.00%Q1 2026 11

PNC FINANCIAL SERVICES GROUP, INC.

$17M245K0.01%Q4 2025 12

Hamilton Wealth, LLC

$17M247K1.17%Q1 2026 13

Cetera Investment Advisers

$15M222K0.02%Q1 2026 14

WELLS FARGO & COMPANY/MN

$14M205K0.00%Q1 2026 15

Prism Advisors, Inc.

$12M186K3.33%Q1 2026 16

$12M180K0.03%Q1 2026 17

COMMONWEALTH EQUITY SERVICES, LLC

$11M164K0.02%Q1 2026 18

OSAIC HOLDINGS, INC.

$11M161K0.02%Q1 2026 19

BLAIR WILLIAM & CO/IL

$9M142K0.03%Q1 2026 20

THRYVE WEALTH MANAGEMENT LLC

$7M101K4.50%Q1 2026

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