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 |
|---|---|---|---|---|---|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,959
shares
|
$216,302
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,937
shares
|
$214,694
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
2,930
shares
|
$214,182
0.01% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
2,923
shares
|
$213,671
0.02% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
2,909
shares
|
$212,647
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
2,906
shares
|
$212,428
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
2,898
shares
|
$211,843
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
2,897
shares
|
$211,770
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
2,891
shares
|
$211,332
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,890
shares
|
$211,258
0.0% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 20, 2025 Q3 2025 |
2,844
shares
|
$207,896
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,820
shares
|
$206,141
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,741
shares
|
$200,367
0.01% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,700
shares
|
$197,369
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,700
shares
|
$197,369
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
2,600
shares
|
$190,059
0.06% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
2,593
shares
|
$189,548
0.01% of portfolio
|
Q2 2025
Reduced 30.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,370
shares
|
$173,247
0.01% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
2,185
shares
|
$159,723
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
2,128
shares
|
$155,556
0.01% of portfolio
|
Q3 2022
Added 303.03%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,095
shares
|
$153,144
0.0% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,070
shares
|
$151,317
0.0% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
2,018
shares
|
$147,515
0.02% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,011
shares
|
$147,004
0.01% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
1,975
shares
|
$144,372
0.01% of portfolio
|
Q1 2025
New holding
|