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 101 institutions that hold shares in the stock, with a total of 862,626 shares, which have been reported (via 13F filing form) to have a value of $33.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
8,288
shares
|
$324,143
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,936
shares
|
$310,376
0.0% of portfolio
|
Q3 2024
Reduced 20.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
7,731
shares
|
$302,359
0.0% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
7,497
shares
|
$293,207
0.02% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
7,448
shares
|
$291,291
0.0% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
6,941
shares
|
$271,462
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
6,875
shares
|
$268,881
0.01% of portfolio
|
Q3 2022
Reduced 0.3%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
6,700
shares
|
$262,037
0.0% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,426
shares
|
$251,320
0.0% of portfolio
|
Q4 2024
Reduced 19.97%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
6,072
shares
|
$237,475
0.69% of portfolio
|
Q3 2022
Added 0.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,732
shares
|
$224,178
0.0% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,439
shares
|
$212,719
0.0% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,211
shares
|
$203,802
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
5,064
shares
|
$198,053
0.17% of portfolio
|
Q3 2023
Added 0.16%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
4,040
shares
|
$158,004
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
3,556
shares
|
$139,075
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
2,775
shares
|
$108,530
0.0% of portfolio
|
Q4 2024
Added 24.72%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
2,694
shares
|
$105,362
0.0% of portfolio
|
Q1 2023
Added 89700.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
2,657
shares
|
$103,915
0.07% of portfolio
|
Q2 2024
Added 10.66%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2,459
shares
|
$96,171
0.0% of portfolio
|
Q1 2021
Reduced 8.93%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,286
shares
|
$89,405
0.0% of portfolio
|
Q4 2024
Reduced 18.3%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,122
shares
|
$82,991
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,826
shares
|
$71,414
0.0% of portfolio
|
Q4 2024
Added 325.64%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
1,570
shares
|
$61,402
0.02% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,376
shares
|
$53,815
0.0% of portfolio
|
Q4 2024
Reduced 97.54%
|