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 95 institutions that hold shares in the stock, with a total of 1.04 Million shares, which have been reported (via 13F filing form) to have a value of $44.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
Aug 12, 2024 Q2 2024 |
8,100
shares
|
$342,306
0.0% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
8,045
shares
|
$339,981
0.0% of portfolio
|
Q3 2024
Reduced 27.25%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Jul 29, 2024 Q2 2024 |
7,999
shares
|
$338,037
0.01% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
7,870
shares
|
$332,586
0.0% of portfolio
|
Q2 2024
Reduced 19.44%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
7,385
shares
|
$312,090
0.0% of portfolio
|
Q2 2024
Reduced 22.42%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
7,333
shares
|
$309,892
0.0% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
6,875
shares
|
$290,537
0.01% of portfolio
|
Q3 2022
Reduced 0.3%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
6,072
shares
|
$256,602
0.69% of portfolio
|
Q3 2022
Added 0.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,732
shares
|
$242,234
0.0% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,482
shares
|
$231,669
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
|
$229,852
0.0% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
5,064
shares
|
$214,004
0.17% of portfolio
|
Q3 2023
Added 0.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
4,269
shares
|
$180,407
0.0% of portfolio
|
Q1 2024
Reduced 29.47%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
3,556
shares
|
$150,276
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
2,897
shares
|
$122,427
0.01% of portfolio
|
Q1 2024
Added 3.54%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
2,694
shares
|
$113,848
0.0% of portfolio
|
Q1 2023
Added 89700.0%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2,459
shares
|
$103,917
0.0% of portfolio
|
Q1 2021
Reduced 8.93%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 13, 2024 Q2 2024 |
2,401
shares
|
$101,466
0.07% of portfolio
|
Q2 2024
Added 10.66%
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
2,261
shares
|
$95,549
0.0% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,121
shares
|
$89,633
0.01% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
1,700
shares
|
$71,842
0.03% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,375
shares
|
$58,107
0.0% of portfolio
|
Q2 2024
Reduced 79.96%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,300
shares
|
$54,938
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
1,104
shares
|
$46,655
0.01% of portfolio
|
Q2 2024
Reduced 13.34%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,019
shares
|
$43,062
0.0% of portfolio
|
Q4 2023
New holding
|