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 423 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $959 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
4,207
shares
|
$297,897
0.03% of portfolio
|
Q3 2024
Reduced 22.48%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,162
shares
|
$294,711
0.02% of portfolio
|
Q4 2023
Reduced 5.19%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
4,073
shares
|
$288,409
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
4,015
shares
|
$284,302
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,000
shares
|
$283,240
0.0% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
4,000
shares
|
$283,240
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,967
shares
|
$280,903
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
3,967
shares
|
$280,903
0.0% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
John G Ullman & Associates Inc
|
May 06, 2025 Q1 2025 |
3,920
shares
|
$277,575
0.04% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
3,920
shares
|
$277,575
0.07% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
3,900
shares
|
$276,159
0.15% of portfolio
|
Q1 2023
Reduced 20.41%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
3,848
shares
|
$272,476
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
3,807
shares
|
$269,573
0.0% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
3,710
shares
|
$262,705
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
3,708
shares
|
$262,563
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,627
shares
|
$256,827
0.01% of portfolio
|
Q1 2025
Reduced 49.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,618
shares
|
$256,190
0.01% of portfolio
|
Q2 2020
Reduced 22.09%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,603
shares
|
$255,128
0.1% of portfolio
|
Q1 2025
Reduced 24.65%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
3,600
shares
|
$254,916
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
3,554
shares
|
$251,658
0.0% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,538
shares
|
$250,525
0.0% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
3,537
shares
|
$250,454
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
3,530
shares
|
$249,959
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
3,525
shares
|
$249,605
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,520
shares
|
$249,251
0.02% of portfolio
|
Q1 2025
Reduced 0.23%
|