PKB — INVESCO EXCHANGE TRADED FD T
Reported value held$58.92M
Funds holding (latest)14
Sector—
Funds holding (Q2 2026)10
Institutional value$58.12M · 518.66K sh
New / Add / Cut / Exit2 / 4 / 3 / 0
Top-5 / Top-10 concentration98.3% / 100.0%
Institutional holdings change
Accumulating +3.5%
(+17.46K sh)
Institutional value change
Up +18.8%
As of Q2 2026, 10 SEC-registered investment managers reported holding PKB (INVESCO EXCHANGE TRADED FD T) in their latest 13F filings, with a combined reported value of $58.12M across 518.66K shares. That is +3.5% by share count (+17.46K shares) versus the previous quarter, while reported value moved +18.8%. Ownership is concentrated: the five largest holders account for 98.3% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 4 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 289.76K | $32.47M | 0.00% | Reduce |
| Bank of America Corp history | 114.98K | $12.89M | 0.00% | Reduce |
| Wells Fargo & Co history | 84.24K | $9.44M | 0.00% | Add |
| UBS Group AG history | 14.46K | $1.62M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 6.16K | $690.53K | 0.00% | Add |
| Goldman Sachs Group history | 3.72K | $416.75K | 0.00% | Add |
| PNC Financial Services history | 3.04K | $340.13K | 0.00% | Add |
| D. E. Shaw & Co history | 2.02K | $226.14K | 0.00% | New |
| JPMorgan Chase & Co history | 215 | $24.00K | 0.00% | New |
| Franklin Resources history | 67 | $7.51K | 0.00% | Hold |
Q1 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 292.31K | $28.52M | 0.00% | Add |
| Bank of America Corp history | 121.03K | $11.81M | 0.00% | Add |
| Wells Fargo & Co history | 60.15K | $5.87M | 0.00% | Add |
| UBS Group AG history | 16.20K | $1.58M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.92K | $577.71K | 0.00% | Add |
| Goldman Sachs Group history | 2.88K | $281.01K | 0.00% | Hold |
| PNC Financial Services history | 2.63K | $257.13K | 0.00% | Hold |
| Franklin Resources history | 67 | $6.54K | 0.00% | Hold |
Q4 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 101.41K | $9.39M | 0.00% | Reduce |
| Bank of America Corp history | 64.77K | $6.00M | 0.00% | Add |
| Wells Fargo & Co history | 39.84K | $3.69M | 0.00% | Hold |
| UBS Group AG history | 17.57K | $1.63M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.82K | $446.14K | 0.00% | Reduce |
| Goldman Sachs Group history | 2.88K | $266.66K | 0.00% | Hold |
| PNC Financial Services history | 2.63K | $244.00K | 0.00% | Hold |
| Citadel Advisors history | 2.40K | $222.22K | 0.00% | New |
| Franklin Resources history | 67 | $6.20K | 0.00% | Reduce |
Q3 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 107.38K | $10.27M | 0.00% | Add |
| UBS Group AG history | 66.04K | $6.31M | 0.00% | Add |
| Bank of America Corp history | 56.51K | $5.40M | 0.00% | Add |
| Wells Fargo & Co history | 39.93K | $3.82M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.85K | $463.31K | 0.00% | Add |
| Goldman Sachs Group history | 2.88K | $275.34K | 0.00% | Reduce |
| PNC Financial Services history | 2.63K | $251.94K | 0.00% | Reduce |
| Franklin Resources history | 811 | $77.53K | 0.00% | Hold |
| Citigroup Inc history | 1 | $96 | 0.00% | New |
Q2 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 98.03K | $7.88M | 0.00% | Reduce |
| Morgan Stanley history | 98.03K | $7.88M | 0.00% | Reduce |
| Bank of America Corp history | 53.02K | $4.26M | 0.00% | Reduce |
| Wells Fargo & Co history | 40.92K | $3.29M | 0.00% | Reduce |
| UBS Group AG history | 19.40K | $1.56M | 0.00% | Reduce |
| Goldman Sachs Group history | 8.23K | $661.19K | 0.00% | Reduce |
| Goldman Sachs Group history | 8.23K | $661.19K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.80K | $385.36K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.80K | $385.36K | 0.00% | Reduce |
| PNC Financial Services history | 3.63K | $291.69K | 0.00% | Hold |
| Citadel Advisors history | 3.07K | $246.99K | 0.00% | Reduce |
| Citadel Advisors history | 3.07K | $246.99K | 0.00% | Reduce |
| Franklin Resources history | 810 | $65.08K | 0.00% | Add |
Q1 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 218.64K | $14.72M | 0.00% | Reduce |
| Morgan Stanley history | 112.29K | $7.56M | 0.00% | Reduce |
| Morgan Stanley history | 112.29K | $7.56M | 0.00% | Reduce |
| Wells Fargo & Co history | 62.55K | $4.21M | 0.00% | Reduce |
| Goldman Sachs Group history | 47.21K | $3.18M | 0.00% | Add |
| Goldman Sachs Group history | 47.21K | $3.18M | 0.00% | Add |
| Citadel Advisors history | 25.44K | $1.71M | 0.00% | New |
| Citadel Advisors history | 25.44K | $1.71M | 0.00% | New |
| UBS Group AG history | 19.57K | $1.32M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.94K | $332.62K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.94K | $332.62K | 0.00% | Reduce |
| PNC Financial Services history | 3.63K | $244.43K | 0.00% | Hold |
| Franklin Resources history | 743 | $50.03K | 0.00% | Hold |
New Positions (Q2 2026)
- D. E. Shaw & Co 2.02K sh · $226.14K
- JPMorgan Chase & Co 215 sh · $24.00K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 14 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 289.76K | 292.31K | 101.41K | 107.38K | 98.03K | 112.29K | 348.19K | 447.41K | 274.06K | 220.00K | 194.20K | 214.66K | 197.05K | 144.10K | 64.22K | 59.92K | 73.49K | 139.18K | 221.58K | 242.48K |
| Bank of America Corp | 114.98K | 121.03K | 64.77K | 56.51K | 53.02K | 218.64K | 1.05M | 840.64K | 176.88K | 472.02K | 583.97K | 559.30K | 83.52K | 135.88K | 46.27K | 53.22K | 54.18K | 76.55K | 126.23K | 137.39K |
| Wells Fargo & Co | 84.24K | 60.15K | 39.84K | 39.93K | 40.92K | 62.55K | 94.54K | 100.77K | 103.38K | 103.69K | 101.20K | 102.17K | 100.15K | 92.82K | 43.90K | 46.76K | 56.80K | 73.39K | 123.83K | 197.87K |
| UBS Group AG | 14.46K | 16.20K | 17.57K | 66.04K | 19.40K | 19.57K | 48.11K | 34.02K | 36.81K | 42.85K | 44.06K | 38.12K | 40.61K | 41.47K | 12.55K | 13.55K | 12.58K | 44.66K | 68.18K | 75.29K |
| Fidelity Management & Research (FMR) | 6.16K | 5.92K | 4.82K | 4.85K | 4.80K | 4.94K | 5.24K | 5.22K | 3.96K | 3.58K | 2.81K | 2.81K | 2.81K | 2.65K | 2.75K | 351 | 350 | 382 | 551 | 593 |
| Goldman Sachs Group | 3.72K | 2.88K | 2.88K | 2.88K | 8.23K | 47.21K | 2.88K | 2.88K | 5.96K | 12.03K | 11.98K | 17.87K | — | 15.06K | 18.26K | 17.58K | 22.79K | 43.90K | 21.21K | 46.26K |
| PNC Financial Services | 3.04K | 2.63K | 2.63K | 2.63K | 3.63K | 3.63K | 3.63K | 3.63K | 3.63K | 3.73K | 2.63K | 3.63K | 3.63K | 3.63K | 4.74K | 4.74K | 4.74K | 5.97K | 4.74K | 8.42K |
| D. E. Shaw & Co | 2.02K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 215 | — | — | — | — | — | — | — | — | 121 | — | — | — | — | — | — | — | 1.00K | 1.05K | — |
| Franklin Resources | 67 | 67 | 67 | 811 | 810 | 743 | 743 | 742 | 742 | 742 | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | — | 2.40K | — | 3.07K | 25.44K | — | — | 11.11K | 6.39K | 10.20K | 9.09K | — | — | 10.14K | 33.66K | 12.80K | 66.26K | 4.89K | 12.67K |
| Citigroup Inc | — | — | — | 1 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | 5.80K | — | — | — | — | — | — | — | — |
| Millennium Management | — | — | — | — | — | — | — | 3.55K | 5.19K | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details