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 398 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $829 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
1,401
shares
|
$96,669
0.0% of portfolio
|
Q2 2024
Added 95.67%
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
1,345
shares
|
$92,805
0.03% of portfolio
|
Q1 2024
Reduced 12.55%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
1,275
shares
|
$87,975
0.0% of portfolio
|
Q2 2024
Reduced 69.98%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
1,254
shares
|
$86,526
0.0% of portfolio
|
Q2 2024
Added 22.46%
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
1,165
shares
|
$80,385
0.0% of portfolio
|
Q1 2023
New holding
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
1,133
shares
|
$78,177
0.01% of portfolio
|
Q1 2024
New holding
|
|
Townsend Asset Management Corp
|
Jul 25, 2024 Q2 2024 |
1,111
shares
|
$76,659
0.03% of portfolio
|
Q2 2024
Added 0.18%
|
|
Washington Trust CO
|
Jul 15, 2024 Q2 2024 |
1,100
shares
|
$75,900
0.0% of portfolio
|
Q1 2023
Added 54900.0%
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
1,057
shares
|
$72,933
0.05% of portfolio
|
Q2 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
1,017
shares
|
$70,173
0.01% of portfolio
|
Q2 2024
Added 0.1%
|
|
Vista Private Wealth Partners. LLC
|
Aug 05, 2024 Q2 2024 |
1,002
shares
|
$69,138
0.03% of portfolio
|
Q2 2024
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
1,002
shares
|
$69,138
0.02% of portfolio
|
Q2 2023
New holding
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
1,000
shares
|
$69,000
0.03% of portfolio
|
Q4 2023
New holding
|
|
Washington Trust Advisors, Inc.
|
Jul 25, 2024 Q2 2024 |
980
shares
|
$67,620
0.01% of portfolio
|
Q4 2023
Reduced 9.26%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
980
shares
|
$67,620
0.05% of portfolio
|
Q2 2024
Added 250.0%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
915
shares
|
$63,135
0.02% of portfolio
|
Q2 2021
New holding
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
802
shares
|
$55,338
0.0% of portfolio
|
Q1 2024
Reduced 2.26%
|
|
Motco
|
Aug 07, 2024 Q2 2024 |
800
shares
|
$55,200
0.01% of portfolio
|
Q2 2020
New holding
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 09, 2024 Q2 2024 |
800
shares
|
$55,200
0.02% of portfolio
|
Q1 2023
Reduced 11.11%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
765
shares
|
$52,785
0.0% of portfolio
|
Q1 2021
New holding
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 12, 2024 Q2 2024 |
750
shares
|
$51,750
0.02% of portfolio
|
Q2 2024
New holding
|
|
Legacy Bridge, LLC
|
Aug 06, 2024 Q2 2024 |
710
shares
|
$48,990
0.03% of portfolio
|
Q4 2019
New holding
|
|
Financial Connections Group, Inc.
|
Jul 26, 2024 Q2 2024 |
703
shares
|
$48,507
0.02% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
668
shares
|
$46,092
0.0% of portfolio
|
Q1 2024
Added 92.51%
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
650
shares
|
$44,850
0.0% of portfolio
|
Q2 2024
New holding
|