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 421 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 $858 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,428
shares
|
$224,294
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
3,393
shares
|
$222,003
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
3,320
shares
|
$217,227
0.02% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
3,313
shares
|
$216,769
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
3,302
shares
|
$216,049
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,302
shares
|
$216,049
0.07% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
3,300
shares
|
$215,919
0.0% of portfolio
|
Q4 2024
Reduced 19.51%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
3,200
shares
|
$209,376
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
3,200
shares
|
$209,376
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
3,130
shares
|
$204,795
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,080
shares
|
$201,524
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3,069
shares
|
$200,804
0.0% of portfolio
|
Q4 2024
Reduced 83.71%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
3,065
shares
|
$200,542
0.01% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,047
shares
|
$199,365
0.1% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
3,026
shares
|
$197,991
0.03% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,996
shares
|
$196,028
0.01% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,845
shares
|
$186,148
0.07% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,820
shares
|
$184,512
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,700
shares
|
$176,661
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,700
shares
|
$176,661
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,600
shares
|
$170,118
0.0% of portfolio
|
Q1 2024
Added 22.35%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
2,525
shares
|
$165,210
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
2,189
shares
|
$143,226
0.06% of portfolio
|
Q4 2024
Reduced 15.9%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
2,185
shares
|
$142,964
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
2,128
shares
|
$139,235
0.01% of portfolio
|
Q3 2022
Added 303.03%
|