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 |
|---|---|---|---|---|---|
|
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
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 11, 2025 Q2 2025 |
3,476
shares
|
$254,095
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,456
shares
|
$252,633
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,428
shares
|
$250,586
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
3,393
shares
|
$248,028
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
3,388
shares
|
$247,662
0.21% of portfolio
|
Q3 2025
Reduced 25.19%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
3,323
shares
|
$242,911
0.08% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,322
shares
|
$242,838
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
3,313
shares
|
$242,180
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,302
shares
|
$241,376
0.07% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
3,302
shares
|
$241,376
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
3,250
shares
|
$237,574
0.0% of portfolio
|
Q2 2025
Reduced 23.67%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
3,200
shares
|
$233,919
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
3,185
shares
|
$232,823
0.01% of portfolio
|
Q2 2025
Added 149.8%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
3,090
shares
|
$225,878
0.0% of portfolio
|
Q3 2025
Reduced 11.03%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,084
shares
|
$225,440
0.06% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
3,081
shares
|
$225,221
0.09% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
3,059
shares
|
$223,612
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
3,047
shares
|
$222,735
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,034
shares
|
$221,785
0.01% of portfolio
|
Q2 2025
Reduced 32.03%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
3,021
shares
|
$220,835
0.03% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
3,003
shares
|
$219,519
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
3,000
shares
|
$219,299
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
2,991
shares
|
$218,642
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
2,968
shares
|
$216,960
0.02% of portfolio
|
Q3 2025
Added 0.07%
|