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 97 institutions that hold shares in the stock, with a total of 837,738 shares, which have been reported (via 13F filing form) to have a value of $36.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
6,940
shares
|
$305,151
0.0% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
6,875
shares
|
$302,293
0.01% of portfolio
|
Q3 2022
Reduced 0.3%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
6,072
shares
|
$266,985
0.69% of portfolio
|
Q3 2022
Added 0.4%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,013
shares
|
$264,391
0.01% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,732
shares
|
$252,036
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
|
$239,152
0.0% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,229
shares
|
$229,919
0.04% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
5,195
shares
|
$228,424
0.0% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
5,185
shares
|
$227,984
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
5,093
shares
|
$223,939
0.0% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
5,064
shares
|
$222,664
0.17% of portfolio
|
Q3 2023
Added 0.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,679
shares
|
$205,735
0.0% of portfolio
|
Q2 2025
Reduced 23.0%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
4,002
shares
|
$175,967
0.0% of portfolio
|
Q2 2025
Added 84.59%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
3,950
shares
|
$173,681
0.11% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
3,556
shares
|
$156,357
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
3,385
shares
|
$148,838
0.0% of portfolio
|
Q2 2025
Reduced 23.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,999
shares
|
$131,866
0.0% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,775
shares
|
$122,016
0.0% of portfolio
|
Q4 2024
Added 24.72%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2,459
shares
|
$108,122
0.0% of portfolio
|
Q1 2021
Reduced 8.93%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
2,238
shares
|
$98,404
0.05% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,040
shares
|
$89,698
0.0% of portfolio
|
Q1 2025
Reduced 10.76%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,775
shares
|
$78,046
0.0% of portfolio
|
Q2 2025
Added 29.0%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
1,580
shares
|
$69,472
0.02% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,300
shares
|
$57,161
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
1,035
shares
|
$45,508
0.01% of portfolio
|
Q1 2025
Reduced 0.96%
|