Institutional Ownership Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO). We have compiled data on the 438 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $961 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,603,355
shares
|
$117 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,425,365
shares
|
$104 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
822,343
shares
|
$60.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
505,965
shares
|
$37 Million
0.07% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
460,590
shares
|
$33.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
423,199
shares
|
$30.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
416,656
shares
|
$30.5 Million
0.04% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
388,343
shares
|
$28.4 Million
0.01% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
369,969
shares
|
$27 Million
7.01% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
302,278
shares
|
$22.1 Million
0.01% of portfolio
|
Q3 2024
Added 159.45%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
287,504
shares
|
$21 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Polianta LTD
|
Oct 16, 2025 Q3 2025 |
221,600
shares
|
$16.2 Million
6.58% of portfolio
|
Q3 2021
Reduced 48.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
219,053
shares
|
$16 Million
0.03% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
218,838
shares
|
$16 Million
0.03% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
203,048
shares
|
$14.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
190,491
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2024
Added 18.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
188,927
shares
|
$13.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
182,532
shares
|
$13.3 Million
7.25% of portfolio
|
Q3 2023
Added 0.82%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
166,941
shares
|
$12.2 Million
3.54% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
136,963
shares
|
$10 Million
0.03% of portfolio
|
Q2 2025
Added 14.87%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
133,520
shares
|
$9.76 Million
0.03% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
115,748
shares
|
$8.46 Million
2.2% of portfolio
|
Q3 2024
Reduced 16.87%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
114,804
shares
|
$8.39 Million
1.61% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
113,211
shares
|
$8.28 Million
3.81% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
88,858
shares
|
$6.5 Million
0.01% of portfolio
|
Q2 2025
Added 2.21%
|