Institutional Ownership Invesco ETF Tr Invesco Msci Su (ERTH)
This table provides information about the institutional ownership of Invesco ETF Tr Invesco Msci Su (ERTH). We have compiled data on the 94 institutions that hold shares in the stock, with a total of 1.02 Million shares, which have been reported (via 13F filing form) to have a value of $41.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
8,386
shares
|
$339,549
0.0% of portfolio
|
Q3 2024
Reduced 28.79%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
8,100
shares
|
$327,969
0.0% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
8,045
shares
|
$325,742
0.0% of portfolio
|
Q3 2024
Reduced 27.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,029
shares
|
$325,094
0.0% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
8,002
shares
|
$324,000
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,936
shares
|
$321,328
0.0% of portfolio
|
Q3 2024
Reduced 20.74%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
7,190
shares
|
$291,123
0.0% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
7,026
shares
|
$284,482
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,938
shares
|
$280,919
0.0% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
6,875
shares
|
$278,368
0.01% of portfolio
|
Q3 2022
Reduced 0.3%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
6,072
shares
|
$245,855
0.69% of portfolio
|
Q3 2022
Added 0.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,732
shares
|
$232,088
0.0% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,482
shares
|
$221,966
0.06% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,439
shares
|
$220,225
0.0% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
5,064
shares
|
$205,041
0.17% of portfolio
|
Q3 2023
Added 0.16%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
3,556
shares
|
$143,982
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,798
shares
|
$113,291
0.01% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
2,694
shares
|
$109,080
0.0% of portfolio
|
Q1 2023
Added 89700.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,657
shares
|
$107,581
0.08% of portfolio
|
Q2 2024
Added 10.66%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2,459
shares
|
$99,564
0.0% of portfolio
|
Q1 2021
Reduced 8.93%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
2,225
shares
|
$90,090
0.0% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,121
shares
|
$85,879
0.01% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
1,700
shares
|
$68,833
0.03% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,300
shares
|
$52,637
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,104
shares
|
$44,700
0.01% of portfolio
|
Q2 2024
Reduced 13.34%
|