Institutional Ownership Invesco Fd Tr Ii Fundamental H (PHB)
This table provides information about the institutional ownership of Invesco Fd Tr Ii Fundamental H (PHB). We have compiled data on the 134 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
95,261
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
85,656
shares
|
$1.56 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
82,771
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
77,390
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
75,587
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
69,884
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
65,700
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.38%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
62,541
shares
|
$1.14 Million
0.13% of portfolio
|
Q3 2022
Reduced 28.36%
|
|
|
Prairiewood Capital, LLC
|
Apr 25, 2025 Q1 2025 |
61,307
shares
|
$1.12 Million
0.45% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
61,290
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
59,468
shares
|
$1.08 Million
0.54% of portfolio
|
Q2 2023
Reduced 5.89%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
58,592
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
58,157
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 16.32%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
57,287
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
54,784
shares
|
$997,068
0.0% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
53,727
shares
|
$977,831
0.13% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
51,862
shares
|
$943,888
0.23% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
51,666
shares
|
$940,321
0.7% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
46,488
shares
|
$846,081
0.12% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
46,360
shares
|
$843,752
0.01% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
42,307
shares
|
$769,987
0.25% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
41,952
shares
|
$763,526
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
40,259
shares
|
$732,713
0.06% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
38,686
shares
|
$704,085
0.0% of portfolio
|
Q1 2025
Added 24.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
37,485
shares
|
$682,227
0.0% of portfolio
|
Q1 2025
Reduced 7.93%
|