INVESCO EXCH TRADED FD TR II (PXH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
227
Reporting holders
$2.2B
Reported value
0.0%
Held as options
+11
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $625.9M | 22,449,418 | 0.08% | 9q | -3.3%-$21.3M |
| Sixth Street Partners Management Company, L.P. | $625.9M | 22,449,418 | 0.08% | new | NEW |
| AMERIPRISE FINANCIAL INC | $103.1M | 3,697,374 | 0.02% | 31q | -42.3%-$75.6M |
| FMR LLC | $91.9M | 3,296,679 | 0.00% | 30q | +0.5%+$472.0K |
| WELLS FARGO & COMPANY/MN | $77.6M | 2,782,825 | 0.01% | 31q | -47.3%-$69.7M |
| MORGAN STANLEY | $60.4M | 2,165,758 | 0.00% | 33q | +5.1%+$2.9M |
| BANK OF AMERICA CORP /DE/ | $46.3M | 1,659,271 | 0.00% | 31q | -1.6%-$768.3K |
| LPL Financial LLC | $45.6M | 1,634,942 | 0.01% | 31q | +1.3%+$598.8K |
| VICTORY CAPITAL MANAGEMENT INC | $45.4M | 1,626,753 | 0.03% | 28q | HELD |
| Daiwa Securities Group Inc. | $29.0M | 1,040,500 | 0.06% | 31q | +50.7%+$9.8M |
| Bank of New York Mellon Corp | $26.2M | 939,735 | 0.00% | 12q | -0.9%-$230.7K |
| UBS Group AG | $18.9M | 676,784 | 0.00% | 31q | +17.5%+$2.8M |
| CIDEL ASSET MANAGEMENT INC | $18.4M | 658,764 | 0.88% | 31q | +6.3%+$1.1M |
| OLD MISSION CAPITAL LLC | $18.0M | 647,334 | 0.29% | 10q | +275.6%+$13.2M |
| Invesco Ltd. | $17.1M | 613,565 | 0.00% | 31q | -57.9%-$23.5M |
| ENVESTNET ASSET MANAGEMENT INC | $16.7M | 599,415 | 0.00% | 31q | +34.4%+$4.3M |
| OSAIC HOLDINGS, INC. | $15.9M | 570,132 | 0.02% | 26q | +6.3%+$935.9K |
| HighTower Advisors, LLC | $14.4M | 517,258 | 0.01% | 31q | -13.5%-$2.3M |
| Axiom Financial Strategies, LLC | $14.2M | 507,955 | 4.44% | 4q | -1.0%-$138.2K |
| TRUIST FINANCIAL CORP | $14.0M | 502,972 | 0.02% | 2q | +40.8%+$4.1M |
| STATE OF WISCONSIN INVESTMENT BOARD | $12.8M | 460,425 | 0.03% | 6q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $11.4M | 408,545 | 0.02% | 25q | +1.7%+$190.3K |
| RAYMOND JAMES FINANCIAL INC | $11.1M | 399,445 | 0.00% | 7q | +13.2%+$1.3M |
| Cetera Investment Advisers | $9.8M | 352,045 | 0.01% | 6q | +4.5%+$424.9K |
| GOLDMAN SACHS GROUP INC | $9.2M | 330,254 | 0.00% | new | NEW |
| Johnson & White Wealth Management, LLC | $8.6M | 307,636 | 3.21% | 14q | +1.2%+$104.0K |
| Virtus Family Office LLC | $7.8M | 279,203 | 6.15% | 5q | +2.1%+$162.6K |
| Atlas Legacy Advisors, LLC | $7.5M | 268,027 | 1.10% | 7q | +5.5%+$388.5K |
| MARSHALL WACE, LLP | $6.3M | 225,495 | 0.00% | 6q | HELD |
| Aries Wealth Management | $6.0M | 215,564 | 1.18% | 17q | HELD |
| ROYAL BANK OF CANADA | $5.8M | 208,006 | 0.00% | 31q | +5.9%+$323.5K |
| Baird Financial Group, Inc. | $5.8M | 207,554 | 0.01% | 17q | -3.4%-$203.9K |
| AXXCESS WEALTH MANAGEMENT, LLC | $5.3M | 188,532 | 0.08% | new | NEW |
| Integrated Wealth Concepts LLC | $5.0M | 178,661 | 0.02% | 4q | +98.3%+$2.5M |
| NATIONAL BANK OF CANADA /FI/ | $4.9M | 175,489 | 0.00% | 3q | HELD |
| ROTHSCHILD INVESTMENT LLC | $4.8M | 173,244 | 0.18% | 11q | HELD |
| Professional Financial Management, Inc. | $4.5M | 161,390 | 4.56% | 3q | +9.6%+$392.6K |
| MAI Capital Management | $4.4M | 156,476 | 0.02% | 7q | +14.2%+$542.8K |
| LMCG INVESTMENTS, LLC | $4.2M | 149,270 | 0.22% | 14q | +1.6%+$64.5K |
| Ashton Thomas Private Wealth, LLC | $4.1M | 148,211 | 0.09% | 6q | +36.9%+$1.1M |
| CITADEL ADVISORS LLC | $4.1M | 146,110 | 0.00% | 2q | +155.7%+$2.5M |
| Advisory Services Network, LLC | $3.9M | 141,208 | 0.04% | 4q | -1.2%-$46.0K |
| Creative Planning | $3.9M | 140,355 | 0.00% | 30q | +5.8%+$213.2K |
| Mariner, LLC | $3.9M | 140,179 | 0.00% | 22q | +34.3%+$999.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.4M | 123,356 | 0.00% | 12q | +123.6%+$1.9M |
| Trademark Financial Management, LLC | $3.2M | 113,392 | 1.29% | 8q | +329.9%+$2.4M |
| Kathmere Capital Management, LLC | $3.0M | 108,673 | 0.16% | 17q | -1.5%-$47.3K |
| Orion Porfolio Solutions, LLC | $3.0M | 108,254 | 0.02% | 31q | -9.0%-$296.9K |
| &PARTNERS | $3.0M | 106,548 | 0.01% | 3q | HELD |
| SigFig Wealth Management, LLC | $3.0M | 106,364 | 0.08% | 29q | -5.8%-$181.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 92,820 | 0.00% | 12q | +15.9%+$362.3K |
| JONES FINANCIAL COMPANIES LLLP | $2.5M | 89,439 | 0.00% | 8q | +17.7%+$371.6K |
| Sepio Capital, LP | $2.4M | 87,307 | 0.12% | 25q | HELD |
| KWB Wealth | $2.4M | 85,697 | 0.20% | 17q | -2.6%-$63.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.4M | 85,411 | 0.00% | 31q | +16.5%+$337.5K |
| DRIVE WEALTH MANAGEMENT, LLC | $2.3M | 81,575 | 0.41% | 12q | -1.3%-$30.2K |
| NewEdge Advisors, LLC | $2.2M | 77,141 | 0.01% | new | NEW |
| Waverly Advisors, LLC | $2.1M | 76,174 | 0.01% | 31q | HELD |
| MassMutual Private Wealth & Trust, FSB | $2.0M | 72,610 | 0.05% | 8q | -1.6%-$33.2K |
| Connecticut Capital Management Group, LLC | $2.0M | 72,585 | 1.63% | 3q | +8.0%+$150.7K |
| Charles Schwab Trust Co | $2.0M | 72,375 | 0.11% | 18q | -1.7%-$35.2K |
| Rollins Financial Advisors, LLC | $1.8M | 66,246 | 0.24% | 4q | +109.3%+$964.6K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $1.7M | 62,713 | 0.08% | 31q | +7.1%+$115.3K |
| TrueMark Investments, LLC | $1.7M | 62,713 | 0.22% | 4q | +7.1%+$115.3K |
| Sightline Wealth Advisors, LLC | $1.7M | 61,577 | 0.63% | 3q | +12.9%+$195.8K |
| AlphaCore Capital LLC | $1.6M | 57,157 | 0.03% | 6q | +329.8%+$1.2M |
| Corient Private Wealth LP | $1.5M | 54,956 | 0.00% | 4q | +18.0%+$233.2K |
| Sequoia Financial Advisors, LLC | $1.4M | 50,687 | 0.01% | 13q | -0.7%-$9.7K |
| Integrated Advisors Network LLC | $1.4M | 49,397 | 0.06% | 6q | +3.3%+$44.2K |
| Wealthfront Advisers LLC | $1.4M | 49,252 | 0.00% | 13q | -7.2%-$106.7K |
| Layline Advisors, LLC | $1.3M | 46,558 | 1.16% | new | FIRST |
| TopTier Wealth Management, LLC | $1.3M | 45,148 | 0.76% | 3q | +9.0%+$104.2K |
| Cerity Partners LLC | $1.2M | 42,680 | 0.00% | 14q | +11.6%+$124.0K |
| Stratos Wealth Partners, LTD. | $1.2M | 42,301 | 0.01% | 3q | +9.8%+$105.2K |
| Goldstein Advisors, LLC | $1.1M | 40,643 | 0.10% | 15q | HELD |
| JPMORGAN CHASE & CO | $1.1M | 39,547 | 0.00% | 15q | -2.7%-$29.9K |
| Apollon Wealth Management, LLC | $994.9K | 35,686 | 0.01% | 11q | +4.3%+$40.7K |
| Accel Wealth Management | $914.8K | 32,812 | 0.21% | 3q | -8.8%-$87.9K |
| Rathbones Group PLC | $897.2K | 32,180 | 0.00% | 12q | HELD |
| Net Worth Advisory Group | $864.4K | 31,004 | 0.22% | 8q | +2.6%+$21.9K |
| Private Advisor Group, LLC | $860.4K | 30,860 | 0.00% | 14q | -28.8%-$347.7K |
| AQR CAPITAL MANAGEMENT LLC | $824.8K | 29,584 | 0.00% | 3q | +150.2%+$495.2K |
| Rockefeller Capital Management L.P. | $823.1K | 29,523 | 0.00% | 11q | HELD |
| Crusonia Wealth Advisors LLC | $804.6K | 28,861 | 0.13% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $781.2K | 28,019 | 0.00% | 7q | -3.5%-$27.9K |
| BIP Wealth, LLC | $769.3K | 27,593 | 0.02% | new | NEW |
| Quantinno Capital Management LP | $765.1K | 27,443 | 0.00% | 4q | -11.4%-$98.1K |
| DAVENPORT & Co LLC | $739.1K | 26,512 | 0.00% | 14q | HELD |
| Breakwater Capital Group | $733.5K | 26,308 | 0.09% | 5q | +19.2%+$118.1K |
| Maridea Wealth Management LLC | $725.5K | 26,023 | 0.08% | 6q | +6.5%+$44.4K |
| Key Financial Inc | $716.9K | 25,714 | 0.12% | 18q | +255.2%+$515.1K |
| IFG Advisory, LLC | $666.3K | 23,899 | 0.02% | new | NEW |
| SARD WEALTH MANAGEMENT GROUP, LLC | $661.9K | 23,742 | 0.32% | 11q | -2.3%-$15.9K |
| VestGen Advisors, LLC | $656.0K | 23,529 | 0.02% | 5q | +2.2%+$14.3K |
| Focus Partners Wealth | $655.8K | 23,522 | 0.00% | 3q | +1.6%+$10.3K |
| Parallel Advisors, LLC | $639.3K | 22,929 | 0.01% | 28q | +4495.0%+$625.4K |
| PACIFIC FINANCIAL GROUP INC | $638.4K | 22,897 | 0.31% | 3q | +60.5%+$240.7K |
| IEQ CAPITAL, LLC | $616.1K | 22,098 | 0.00% | 6q | HELD |
| BlackRock, Inc. | $603.4K | 21,642 | 0.00% | 5q | +12.8%+$68.5K |
| MML INVESTORS SERVICES, LLC | $599.8K | 21,513 | 0.00% | 10q | +52.7%+$207.1K |
Showing the largest 100 of 233 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 227 | $2.2B | 78,228,257 | 30 | 77 | 47 | 0.0% |
| Q1 2026 | 216 | $1.6B | 60,134,497 | 27 | 78 | 49 | 0.0% |
| Q4 2025 | 200 | $1.4B | 54,658,005 | 26 | 72 | 34 | 0.0% |
| Q3 2025 | 189 | $1.3B | 51,476,304 | 31 | 57 | 49 | 0.0% |
| Q2 2025 | 171 | $1.2B | 51,165,127 | 21 | 60 | 37 | 0.0% |
| Q1 2025 | 175 | $1.0B | 46,229,768 | 33 | 49 | 38 | 0.0% |
| Q4 2024 | 158 | $943.9M | 46,002,908 | 23 | 50 | 37 | 0.0% |
| Q3 2024 | 142 | $976.0M | 44,475,850 | 12 | 45 | 38 | 0.0% |
| Q2 2024 | 144 | $968.0M | 47,808,906 | 19 | 34 | 47 | 0.0% |
| Q1 2024 | 143 | $1.0B | 53,031,378 | 25 | 41 | 30 | 0.0% |
| Q4 2023 | 141 | $1.0B | 55,028,719 | 18 | 35 | 42 | 0.0% |
| Q3 2023 | 133 | $942.3M | 52,878,409 | 18 | 35 | 43 | 0.0% |
| Q2 2023 | 132 | $1.1B | 60,654,058 | 18 | 41 | 32 | 0.0% |
| Q1 2023 | 124 | $1.1B | 58,111,161 | 24 | 27 | 41 | 0.0% |
| Q4 2022 | 115 | $945.5M | 53,641,476 | 23 | 28 | 30 | 0.0% |
| Q3 2022 | 130 | $1.0B | 62,084,450 | 19 | 31 | 42 | 0.0% |
| Q2 2022 | 135 | $1.1B | 59,161,630 | 20 | 36 | 41 | 0.0% |
| Q1 2022 | 134 | $1.3B | 62,673,681 | 28 | 35 | 29 | 0.0% |
| Q4 2021 | 121 | $1.1B | 48,615,889 | 9 | 42 | 32 | 0.0% |
| Q3 2021 | 126 | $1.1B | 51,302,858 | 17 | 46 | 28 | 0.0% |
| Q2 2021 | 122 | $1.1B | 46,086,316 | 15 | 43 | 31 | 0.0% |
| Q1 2021 | 118 | $1.0B | 45,793,601 | 22 | 32 | 32 | 0.0% |
| Q4 2020 | 103 | $868.4M | 40,858,735 | 17 | 25 | 35 | 0.0% |
| Q3 2020 | 92 | $765.6M | 43,627,636 | 8 | 36 | 29 | 0.0% |
| Q2 2020 | 104 | $742.6M | 42,810,619 | 14 | 32 | 44 | 0.0% |
| Q1 2020 | 118 | $806.1M | 52,253,216 | 9 | 46 | 40 | 0.0% |
| Q4 2019 | 132 | $1.1B | 49,301,547 | 14 | 43 | 28 | 0.0% |
| Q3 2019 | 117 | $904.9M | 45,074,226 | 14 | 35 | 42 | 0.0% |
| Q2 2019 | 115 | $956.0M | 44,255,331 | 15 | 47 | 32 | 0.0% |
| Q1 2019 | 112 | $989.3M | 46,207,671 | 21 | 40 | 32 | 0.0% |
| Q4 2018 | 102 | $845.5M | 42,737,622 | 1 | 4 | 1 | 0.0% |