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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,019
shares
|
$44,805
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
933
shares
|
$41,024
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
870
shares
|
$38,253
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
850
shares
|
$37,374
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
636
shares
|
$27,964
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
631
shares
|
$27,745
0.0% of portfolio
|
Q1 2024
Added 47.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
587
shares
|
$25,810
0.0% of portfolio
|
Q4 2023
Reduced 22.35%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
490
shares
|
$21,545
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
490
shares
|
$21,545
0.0% of portfolio
|
Q4 2022
Reduced 37.97%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
468
shares
|
$20,577
0.0% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
449
shares
|
$19,742
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Hoertkorn Richard Charles
|
Jul 07, 2025 Q2 2025 |
448
shares
|
$19,698
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
443
shares
|
$19,478
0.0% of portfolio
|
Q2 2025
Reduced 23.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
435
shares
|
$19,126
0.0% of portfolio
|
Q3 2024
Reduced 30.84%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
427
shares
|
$18,775
0.0% of portfolio
|
Q2 2025
Reduced 32.01%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
390
shares
|
$17,148
0.01% of portfolio
|
Q4 2018
Reduced 14.1%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
373
shares
|
$16,400
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
330
shares
|
$14,510
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
316
shares
|
$13,894
0.0% of portfolio
|
Q1 2025
Added 37.39%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
308
shares
|
$13,542
0.0% of portfolio
|
Q3 2019
Reduced 18.52%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
308
shares
|
$13,542
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
296
shares
|
$13,015
0.0% of portfolio
|
Q1 2022
Reduced 53.16%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
255
shares
|
$11,212
0.0% of portfolio
|
Q4 2024
Reduced 40.7%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
226
shares
|
$9,937
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
224
shares
|
$9,849
0.0% of portfolio
|
Q4 2023
Added 115.38%
|