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 $874 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,070
shares
|
$139,166
0.0% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,991
shares
|
$133,854
0.01% of portfolio
|
Q2 2024
Added 38.17%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,920
shares
|
$129,081
0.0% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,909
shares
|
$128,342
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,810
shares
|
$121,686
0.0% of portfolio
|
Q4 2024
Reduced 13.19%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,800
shares
|
$121,014
0.01% of portfolio
|
Q4 2023
Added 59900.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,744
shares
|
$117,249
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,703
shares
|
$114,492
0.01% of portfolio
|
Q3 2024
Reduced 86.18%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,692
shares
|
$113,753
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
1,616
shares
|
$108,643
0.0% of portfolio
|
Q2 2024
Added 47.31%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
1,603
shares
|
$107,769
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
1,584
shares
|
$106,492
0.08% of portfolio
|
Q4 2024
Reduced 22.84%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,514
shares
|
$101,786
0.02% of portfolio
|
Q4 2024
Reduced 28.65%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
1,500
shares
|
$100,845
0.0% of portfolio
|
Q4 2024
Added 25.21%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
1,450
shares
|
$97,483
0.03% of portfolio
|
Q4 2024
Added 93.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,350
shares
|
$90,760
0.01% of portfolio
|
Q3 2024
Added 107.69%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
1,345
shares
|
$90,424
0.03% of portfolio
|
Q1 2024
Reduced 12.55%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,275
shares
|
$85,718
0.0% of portfolio
|
Q4 2024
Reduced 63.7%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
1,165
shares
|
$78,322
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
1,134
shares
|
$76,238
0.0% of portfolio
|
Q4 2024
Added 8623.08%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
1,133
shares
|
$76,171
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,100
shares
|
$73,953
0.0% of portfolio
|
Q1 2023
Added 54900.0%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,034
shares
|
$69,515
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
1,027
shares
|
$69,045
0.02% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
1,019
shares
|
$68,507
0.01% of portfolio
|
Q4 2024
Added 0.1%
|