INVESCO EXCH TRADED FD TR II (PWZ) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling PWZ?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for INVESCO EXCH TRADED FD TR II, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on PWZ?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for INVESCO EXCH TRADED FD TR II.

Is institutional money flowing into PWZ?

13 institutional investors hold INVESCO EXCH TRADED FD TR II (PWZ). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about PWZ?

Track institutional sentiment and conviction scores for INVESCO EXCH TRADED FD TR II (PWZ) including Smart Money Verdict and position changes on HoldingsIntel.

INVESCO EXCH TRADED FD TR II

PWZ·46138E206·US·etf·Unknown - Unknown

CALIF AMT MUN

PWZ (INVESCO EXCH TRADED FD TR II) is held by 13 institutional investors as of Q1 2026. Largest holders: Wealthfront Advisers LLC ($415.6M), MERCER GLOBAL ADVISORS INC /ADV ($70.2M), GUGGENHEIM CAPITAL LLC ($20.5M). Net institutional sentiment: Bullish.

Holders

Avg rating(11 Elite)

$442.5M

Total Value

69% (14)

Fund Consensus

9 buying - 4 selling

Smart Money Verdict

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49Weak MomentumSingle Source

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See how PWZ's score breaks down across 4 SEC sources

Held by 13 funds

11 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Wealthfront Advisers LLC	Decreased	17.4M(-5.6%)	$415.6M	0.9%	+2.76%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	2.9M(+5.2%)	$70.2M	0.1%	—	37
GUGGENHEIM CAPITAL LLC	Increased	856,961(+31.0%)	$20.5M	0.2%	—	43
EP Wealth Advisors, LLC	Increased	751,558(+1.9%)	$17.9M	0.1%	—	29
LPL Financial LLC	Increased	633,869(+6.2%)	$15.1M	0.0%	+3.07%	30
MORGAN STANLEY	Increased	588,281(+7.2%)	$14M	0.0%	—	30
WELLS FARGO & COMPANY/MN	Increased	234,391(+6.8%)	$5.6M	0.0%	—	29
JPMORGAN CHASE & CO	Decreased	219,513(-4.1%)	$5.2M	0.0%	—	0
Mariner, LLC	Decreased	140,618(-14.3%)	$3.4M	0.0%	—	0
HighTower Advisors, LLC	Increased	123,870(+52.2%)	$3M	0.0%	+1.01%	37
KEYBANK NATIONAL ASSOCIATION/OH	Increased	122,985(+14.5%)	$2.9M	0.0%	—	30
JONES FINANCIAL COMPANIES LLLP	Increased	120,130(+56.1%)	$2.9M	0.0%	—	37
IWIntegrated Wealth Concepts LLC	Increased	99,781(+163.9%)	$2.4M	0.0%	—	42
FMR LLC	Decreased	92,762(-0.4%)	$2.2M	0.0%	—	0
JANE STREET GROUP, LLC	Decreased	86,711(-61.4%)	$2.1M	0.0%	—	0
Allworth Financial LP	New	86,585	$2.1M	0.0%	—	36
UBS Group AG	Decreased	82,761(-3.0%)	$2M	0.0%	+6.43%	0
Farther Finance Advisors, LLC	Increased	78,602(+0.9%)	$1.9M	0.0%	+0.21%	26
RAYMOND JAMES FINANCIAL INC	Increased	69,887(+7.3%)	$1.7M	0.0%	—	28
AMERIPRISE FINANCIAL INC	Decreased	64,712(-6.0%)	$1.5M	0.0%	—	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	59,817(+5.3%)	$1.4M	0.0%	+3.29%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	45,252(-0.9%)	$1.1M	0.0%	—	0
Cetera Investment Advisers	Decreased	37,336(-3.9%)	$891,201	0.0%	—	0
ENVESTNET ASSET MANAGEMENT INC	Increased	35,313(+12.8%)	$842,929	0.0%	+3.04%	28
Quantinno Capital Management LP	Decreased	35,059(-7.6%)	$836,858	0.0%	—	0
OneDigital Investment Advisors LLC	Increased	31,571(+28.8%)	$753,600	0.0%	+1.98%	31
Creative Planning	Increased	25,442(+0.2%)	$607,301	0.0%	—	24
Equitable Holdings, Inc.	Increased	23,256(+9.7%)	$561,865	0.0%	—	27
Fisher Asset Management, LLC	Increased	23,108(+5.0%)	$551,592	0.0%	+9.41%	26
OSAIC HOLDINGS, INC.	Decreased	22,873(-16.3%)	$545,975	0.0%	—	0
Orion Porfolio Solutions, LLC	Unchanged	20,232	$482,938	0.0%	—	0
Cerity Partners LLC	Decreased	20,139(-46.3%)	$480,718	0.0%	—	0
MML INVESTORS SERVICES, LLC	Decreased	20,015(-3.0%)	$477,749	0.0%	-0.08%	0
ROYAL BANK OF CANADA	Increased	15,645(+4.2%)	$373,000	0.0%	—	25
ASSETMARK, INC	Increased	14,076(+0.4%)	$335,996	0.0%	-0.09%	24
Steward Partners Investment Advisory, LLC	Increased	11,650(+13.7%)	$278,086	0.0%	-0.35%	26
STIFEL FINANCIAL CORP	New	11,386	$271,784	0.0%	—	32
CLIFFORD SWAN INVESTMENT COUNSEL LLC	Unchanged	11,050	$263,764	0.0%	+3.83%	0
CIBC Bancorp USA Inc.	New	9,239	$220,535	0.0%	—	32
Rockefeller Capital Management L.P.	Decreased	8,423(-0.4%)	$201,067	0.0%	—	0
BNP PARIBAS FINANCIAL MARKETS	Increased	2,811(+952.8%)	$67,099	0.0%	—	23
SIMPLEX TRADING, LLC	New	1,591	$37,977	0.0%	—	31
BANK OF MONTREAL /CAN/	New	254	$6,063	0.0%	—	24
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	224(-62.3%)	$5,347	0.0%	—	0
AE Wealth Management LLC	Unchanged	206	$4,917	0.0%	—	0
Aptus Capital Advisors, LLC	New	17	$406	0.0%	—	17
NORTHERN TRUST CORP	Exited	0(-100.0%)	$1.8M	0.0%	—	0
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$1.1M	0.0%	—	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$997,905	0.0%	—	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$211,000	0.0%	—	0
AXXCESS WEALTH MANAGEMENT, LLC	Exited	0(-100.0%)	$591,630	0.0%	+1.20%	0

INVESCO EXCH TRADED FD TR II

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