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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
4,169
shares
|
$304,753
0.0% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,162
shares
|
$304,242
0.02% of portfolio
|
Q4 2023
Reduced 5.19%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
4,033
shares
|
$294,812
0.03% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
4,000
shares
|
$292,400
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
3,990
shares
|
$291,669
0.0% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,955
shares
|
$289,110
0.07% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
3,939
shares
|
$287,940
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
John G Ullman & Associates Inc
|
Jul 29, 2025 Q2 2025 |
3,920
shares
|
$286,552
0.04% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
3,900
shares
|
$285,090
0.15% of portfolio
|
Q1 2023
Reduced 20.41%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,825
shares
|
$279,607
0.01% of portfolio
|
Q2 2025
Reduced 62.04%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
3,807
shares
|
$278,291
0.0% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
3,716
shares
|
$271,639
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
3,708
shares
|
$271,054
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
3,689
shares
|
$269,665
0.12% of portfolio
|
Q3 2025
Reduced 16.43%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,627
shares
|
$265,133
0.01% of portfolio
|
Q1 2025
Reduced 49.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,618
shares
|
$264,475
0.01% of portfolio
|
Q2 2020
Reduced 22.09%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,603
shares
|
$263,379
0.09% of portfolio
|
Q1 2025
Reduced 24.65%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
3,600
shares
|
$263,160
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,554
shares
|
$259,797
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,538
shares
|
$258,627
0.0% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
3,533
shares
|
$258,262
0.03% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
3,530
shares
|
$258,042
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
3,525
shares
|
$257,677
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
3,500
shares
|
$255,849
0.01% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
3,500
shares
|
$255,849
0.0% of portfolio
|
Q3 2024
New holding
|