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 |
|---|---|---|---|---|---|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$8,098
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
196
shares
|
$7,936
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
175
shares
|
$7,085
0.0% of portfolio
|
Q1 2023
Added 0.57%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
168
shares
|
$6,802
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
166
shares
|
$6,721
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
166
shares
|
$6,721
0.0% of portfolio
|
Q1 2021
Added 3.99%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
149
shares
|
$6,033
0.0% of portfolio
|
Q1 2024
Added 0.68%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
140
shares
|
$5,668
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
120
shares
|
$4,858
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
115
shares
|
$4,656
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
100
shares
|
$4,049
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
58
shares
|
$2,348
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
35
shares
|
$1,417
0.0% of portfolio
|
Q2 2024
Reduced 79.29%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
20
shares
|
$809
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
13
shares
|
$526
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
7
shares
|
$283
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6
shares
|
$242
0.0% of portfolio
|
Q3 2022
Reduced 90.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
5
shares
|
$202
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|