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 426 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $960 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,700
shares
|
$191,187
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,700
shares
|
$191,187
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,370
shares
|
$167,819
0.01% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
2,199
shares
|
$155,711
0.0% of portfolio
|
Q1 2025
Added 93.92%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
2,185
shares
|
$154,719
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
2,128
shares
|
$150,683
0.01% of portfolio
|
Q3 2022
Added 303.03%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,095
shares
|
$148,346
0.0% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,070
shares
|
$146,576
0.0% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,991
shares
|
$140,982
0.01% of portfolio
|
Q2 2024
Added 38.17%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,975
shares
|
$139,849
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
1,863
shares
|
$131,919
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,800
shares
|
$127,458
0.01% of portfolio
|
Q4 2023
Added 59900.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
1,774
shares
|
$125,616
0.04% of portfolio
|
Q1 2025
Reduced 18.96%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,763
shares
|
$124,838
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,745
shares
|
$123,563
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,692
shares
|
$119,810
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,616
shares
|
$114,428
0.0% of portfolio
|
Q2 2024
Added 47.31%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,603
shares
|
$113,508
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,515
shares
|
$107,277
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,511
shares
|
$106,993
0.0% of portfolio
|
Q2 2025
Added 84.27%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,450
shares
|
$102,674
0.03% of portfolio
|
Q4 2024
Added 93.33%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,450
shares
|
$102,674
0.09% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,410
shares
|
$99,842
0.0% of portfolio
|
Q1 2025
Reduced 22.1%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,350
shares
|
$95,593
0.01% of portfolio
|
Q3 2024
Added 107.69%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
1,345
shares
|
$95,239
0.03% of portfolio
|
Q1 2024
Reduced 12.55%
|