Skip to content
Disclosery

PCY INVESCO EXCH TRADED FD TR II

Follow

EMRNG MKT SVRG (fund)

186 managers (187 13F filers) reported a position in PCY shares at 2025-09-30, 38,388,912 shares in all. 27 filers opened a position and 20 filers sold out during the quarter.

Managers
186
13F filers
187
New
27
Added
60
Reduced
73
Sold out
20
Shares held by filers
38,388,912

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,132,281$477M0.04%+898,07813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,277,993$49.1M0.01%+103,48913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.2,079,705$44.8M0.01%-7,05613F-HRTimelineGroup
SYON CAPITAL LLC1,296,732$28M1.5%+34,45113F-HRTimeline
LPL Financial LLC786,472$17M<0.01%+67,21513F-HRTimeline
UBS Group AGin group UBS Group AG719,789$15.5M<0.01%-215,32613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY629,830$13.6M<0.01%+218,94013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC446,081$9.62M<0.01%+27,87013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…386,780$8.35M0.01%-69,42013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.373,094$8.04M0.03%+16,95513F-HRTimelineGroup
Wealthfront Advisers LLC357,720$7.71M0.02%-12,63513F-HRTimeline
Man Group plcin group Man Group plc333,144$7.18M0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC328,168$7.08M0.07%+15,50413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC324,338$6.99M<0.01%-14,59813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC316,121$6.81M<0.01%-14,34713F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC284,037$6.12M0.15%-2,72813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.275,471$5.94M0.31%new13F-HRTimelineGroup
Towercrest Capital Management271,342$5.85M0.94%+6,75213F-HRTimeline
Alliance Wealth Management Group256,954$5.54M1.23%+6,31313F-HRTimeline
Financial & Tax Architects, LLC229,589$4.95M1.09%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC197,573$4.28M0.63%new13F-HRTimelineGroup
SigFig Wealth Management, LLC176,639$3.79M0.12%-18,42613F-HRTimeline
INTEGRITY ALLIANCE, LLC.156,046$3.36M0.16%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC139,878$3.02M<0.01%-9,96313F-HRTimelineGroup
MONECO ADVISORS, LLC131,573$2.84M0.24%+4313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.114,500$2.47M<0.01%new13F-HRTimelineGroup
RFG Advisory, LLC113,719$2.45M0.05%+2,36713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/113,455$2.44M<0.01%+4,06213F-HRTimelineGroup
Delta Wealth Advisors LLC106,772$2.3M1.8%+40213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.106,228$2.28M<0.01%+5,17013F-HRTimelineGroup
Betterment LLC101,665$2.19M<0.01%-16,33213F-HRTimeline
Sharper & Granite LLC101,165$2.18M0.78%+9,23013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC94,235$2.03M<0.01%-309,08713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP92,402$1.99M<0.01%+4,85413F-HRTimelineGroup
Omega Financial Group, LLC90,296$1.95M0.65%+3,55813F-HRTimeline
Probity Advisors, Inc.82,379$1.78M0.29%-1,11913F-HRTimeline
SIMON QUICK ADVISORS, LLC78,953$1.7M0.08%+2,82813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS78,952$1.7M<0.01%+75,70013F-HRTimelineGroup
FLOW TRADERS U.S. LLC75,194$1.62M0.07%-127,28613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…71,428$1.54M<0.01%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC71,400$1.54M<0.01%-4,79613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA69,787$1.5M<0.01%-5,35313F-HRTimelineGroup
Ausdal Financial Partners, Inc.65,797$1.42M0.07%+53,97513F-HRTimeline
World Investment Advisors65,227$1.41M0.03%+5,51913F-HRTimeline
Endowment Wealth Management, Inc.64,024$1.38M0.63%+12,69613F-HRTimeline
Mariner, LLCin group Mariner, LLC61,485$1.33M<0.01%-2,58613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO54,823$1.18M<0.01%-1,66113F-HR/ATimelineGroup
Tidal Investments LLCin group Tidal Investments LLC46,421$1M<0.01%+3,31113F-HRTimelineGroup
Robinswood Financial LLC44,788$966K0.32%-74913F-HRTimeline
MML INVESTORS SERVICES, LLC41,208$888K<0.01%-3,56813F-HRTimeline
Red Wave Investments LLC40,489$873K0.27%-6213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP40,133$865K0.02%-79113F-HRTimeline
Private Advisor Group, LLC38,679$834K<0.01%-9,50913F-HRTimeline
Cetera Investment Advisers37,381$806K<0.01%+7,43613F-HRTimeline
Sanctuary Advisors, LLC35,977$776K<0.01%-36613F-HR/ATimeline
VERUS CAPITAL PARTNERS, LLC35,660$769K0.06%+66213F-HR/ATimeline
Legacy Wealth Asset Management, LLC35,435$764K0.19%+60513F-HRTimeline
Total Clarity Wealth Management, Inc.34,632$747K0.2%+84613F-HRTimeline
Sowell Financial Services LLC33,322$718K0.03%-2413F-HRTimeline
Prosperity Consulting Group, LLC30,627$660K0.03%-9,35613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,726$641K<0.01%-2,64613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,633$639K<0.01%-2,17713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,359$609K<0.01%+3,97313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.27,624$596K0.03%+3,75513F-HRTimeline
Net Worth Advisory Group27,584$595K0.17%-81313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,218$587K<0.01%-10,01713F-HRTimelineGroup
City Center Advisors, LLC27,046$583K0.57%+6,19013F-HRTimeline
Fortress Financial Solutions, LLC26,339$568K0.62%+3,17713F-HRTimeline
WBH ADVISORY INC25,660$553K0.04%-2313F-HRTimeline
Blue Fin Capital, Inc.25,302$546K0.09%-4613F-HRTimeline
Great Waters Wealth Management24,802$535K0.06%+69213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,670$532K0.01%+10413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,580$530K<0.01%new13F-HRTimelineGroup
Wealthspire Advisors, LLC23,744$512K<0.01%-10213F-HRTimeline
Signal Advisors Wealth, LLC22,214$479K0.04%new13F-HRTimeline
Quantinno Capital Management LP22,037$475K<0.01%-55713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding21,927$473K+8,483Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,565$465K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…21,359$460K<0.01%-52513F-HRTimeline
Stewardship Advisors, LLC20,880$450K0.11%+39313F-HRTimeline
Advisory Services Network, LLC19,011$410K0.01%-25713F-HRTimeline
Sequoia Financial Advisors, LLC18,679$403K<0.01%-2,02213F-HRTimeline
Steward Partners Investment Advisory, L…17,796$384K<0.01%-14313F-HRTimeline
Crabel Capital Management, LLC17,558$379K0.34%-3,46513F-HRTimeline
Colonial River Investments, LLC17,203$371K0.14%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,190$371K0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC16,916$365K0.01%-48513F-HRTimeline
&PARTNERS16,790$362K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,725$361K0.01%+1,07513F-HRTimeline
ROCKLAND TRUST CO16,581$357K0.01%013F-HRTimeline
Asset Allocation Strategies LLC16,436$354K0.07%-6,12313F-HRTimeline
SGL Investment Advisors, Inc.16,196$354K0.15%+3,63813F-HRTimeline
RPg Family Wealth Advisory, LLC14,752$318K0.07%-51313F-HRTimeline
DUNCKER STREETT & CO INC14,750$318K0.06%013F-HRTimeline
Three Bridge Wealth Advisors, LLC14,722$317K0.08%+16113F-HRTimeline
WFA of San Diego, LLC14,683$317K0.22%-1,04513F-HRTimeline
Flywheel Private Wealth LLC13,920$300K0.23%-613F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,763$297K0.01%013F-HRTimeline
Perigon Wealth Management, LLC13,372$288K0.01%-1,43413F-HRTimeline
SeaCrest Wealth Management, LLC12,943$280K0.03%-173,72713F-HRTimeline
Factor Wealth Management LTD12,823$276K0.07%-21213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,515$270K<0.01%+2,39913F-HRTimelineGroup
Worth Asset Management, LLC12,151$262K0.12%new13F-HRTimeline
Janney Montgomery Scott LLC11,766$254K<0.01%+1,33913F-HRTimeline
Post Resch Tallon Group Inc.11,393$246K0.22%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,335$244K<0.01%new13F-HRTimelineGroup
MAI Capital Management11,205$242K<0.01%+1,61413F-HRTimeline
Friedenthal Financial10,767$232K0.12%-29513F-HRTimeline
IHT Wealth Management, LLC10,753$232K0.01%-49013F-HRTimeline
HRT FINANCIAL LP10,607$228K<0.01%new13F-HRTimeline
Arete Wealth Advisors, LLC10,325$223K0.01%-11013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,282$222K<0.01%-14,44713F-HRTimeline
City State Bank10,250$221K0.06%013F-HRTimeline
Zullo Investment Group, Inc.10,248$221K0.08%-14013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,212$220K<0.01%-8,67813F-HRTimelineGroup
Auour Investments LLC10,125$218K0.07%new13F-HRTimeline
Sequent Planning LLC10,046$217K0.06%new13F-HRTimeline
Sigma Planning Corp9,750$210K0.01%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,513$205K0.03%-16,87413F-HR/ATimelineGroup
Murphy & Mullick Capital Management Corp9,224$199K0.15%-1,20813F-HRTimeline
Rosenberg Matthew Hamilton8,065$174K0.04%+23113F-HRTimeline
COMERICA BANK7,648$165K<0.01%+12213F-HRTimeline
Sound Income Strategies, LLC6,672$144K0.01%+2,50113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,000$129K<0.01%+5,00013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL5,614$121K<0.01%+42213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,850$105K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,042$87.1K<0.01%-1,78413F-HRTimelineGroup
Geneos Wealth Management Inc.2,705$58.3K<0.01%-59313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,524$54.4K0.01%-49313F-HRTimelineGroup
Breakwater Investment Management2,230$48.1K0.02%013F-HRTimeline
Founders Financial Alliance, LLC1,517$32.7K0.01%+1013F-HRTimeline
Global Trust Asset Management, LLC1,500$32.3K0.01%-1,00013F-HRTimeline
Qube Research & Technologies Ltd1,435$30.9K<0.01%-1,12313F-HRTimeline
SOA Wealth Advisors, LLC.1,229$26.5K<0.01%+1813F-HRTimeline
Realta Investment Advisors1,164$25.1K0.01%+59613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,091$23.5K<0.01%new13F-HRTimelineGroup
Addison Advisors LLC1,042$22.5K0.01%new13F-HRTimeline
Allworth Financial LP1,007$21.7K<0.01%+113F-HRTimeline
Smartleaf Asset Management LLC989$21.3K<0.01%new13F-HRTimeline
IFP Advisors, Inc930$20.1K<0.01%+213F-HR/ATimeline
Fourth Dimension Wealth, LLC816$17.6K0.01%-11513F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich809$17.4K<0.01%+613F-HRTimeline
NewEdge Advisors, LLC748$16.1K<0.01%-3,61213F-HRTimeline
AE Wealth Management LLC744$16K<0.01%-58613F-HRTimeline
CoreCap Advisors, LLC663$14.3K<0.01%+8013F-HRTimeline
Tidemark, LLC611$13.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC606$13.1K<0.01%-25913F-HRTimeline
Aptus Capital Advisors, LLC603$13K<0.01%+113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN598$12.9K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA500$10.8K0.01%013F-HRTimeline
Noble Wealth Management PBC500$10.8K0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.419$9.03K<0.01%-54613F-HRTimeline
Front Row Advisors LLC410$8.84K<0.01%-6513F-HRTimeline
Salomon & Ludwin, LLC405$8.76K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC389$8.39K<0.01%+13813F-HRTimelineGroup
CX Institutional390$8K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC363$7.83K<0.01%-1513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC332$7.16K<0.01%+31713F-HRTimeline
Archer Investment Corp308$6.64K<0.01%013F-HRTimeline
Key Financial Inc300$6.49K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC292$6K<0.01%013F-HRTimeline
Blue Trust, Inc.242$5.22K<0.01%+3113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC228$5K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC222$5K<0.01%-1,37413F-HRTimelineGroup
Westfuller Advisors, LLC209$4.51K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.198$4.27K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH173$3.73K<0.01%new13F-HRTimeline
Northwest Capital Management Inc170$3.67K<0.01%013F-HRTimeline
Global Retirement Partners, LLC142$3.06K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management117$2.52K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV90$1.94K<0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)80$1.73K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.77$1.66K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC73$1.57K<0.01%-913F-HRTimelineGroup
HighMark Wealth Management LLC49$1.06K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC46$992<0.01%-113F-HRTimelineGroup
Cornerstone Planning Group LLC42$919<0.01%+113F-HRTimeline
Wagner Wealth Management, LLC39$831<0.01%-2913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT37$798<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…31$668<0.01%-18213F-HRTimelineGroup
Arax Advisory Partners17$370<0.01%+1613F-HRTimeline
Center for Financial Planning, Inc.17$367<0.01%013F-HRTimeline
Sunbelt Securities, Inc.5$113<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC4$86<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.0$1<0.01%-85913F-HRTimelineAmount filed as zero, left out of ratios.
Keener Financial Planning LLC11$00%new13F-HRTimelineValue filed as zero, left out of ratios.