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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
3,500
shares
|
$247,835
0.01% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
3,500
shares
|
$247,835
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
3,500
shares
|
$247,835
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
3,476
shares
|
$246,135
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,428
shares
|
$242,736
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
3,393
shares
|
$240,258
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
3,313
shares
|
$234,593
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,302
shares
|
$233,814
0.07% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
3,302
shares
|
$233,814
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
3,222
shares
|
$228,149
0.02% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
3,200
shares
|
$226,592
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,190
shares
|
$225,883
0.0% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,131
shares
|
$221,706
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,084
shares
|
$218,378
0.06% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,080
shares
|
$218,094
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
3,047
shares
|
$215,758
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,034
shares
|
$214,837
0.01% of portfolio
|
Q2 2025
Reduced 32.03%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,026
shares
|
$214,271
0.03% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
3,003
shares
|
$212,642
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
2,966
shares
|
$210,022
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,890
shares
|
$204,640
0.0% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,820
shares
|
$199,684
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
2,715
shares
|
$192,249
0.07% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,708
shares
|
$191,753
0.01% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,700
shares
|
$191,187
0.0% of portfolio
|
Q1 2022
New holding
|