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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,275
shares
|
$90,282
0.0% of portfolio
|
Q4 2024
Reduced 63.7%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
1,165
shares
|
$82,493
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,100
shares
|
$77,891
0.0% of portfolio
|
Q1 2023
Added 54900.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,050
shares
|
$74,350
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,034
shares
|
$73,217
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
1,031
shares
|
$73,005
0.03% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,002
shares
|
$70,951
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,000
shares
|
$70,810
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$70,810
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
1,000
shares
|
$70,810
0.03% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
980
shares
|
$69,393
0.01% of portfolio
|
Q4 2023
Reduced 9.26%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
980
shares
|
$69,393
0.05% of portfolio
|
Q2 2024
Added 250.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
966
shares
|
$68,402
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
943
shares
|
$66,773
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
915
shares
|
$64,791
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
906
shares
|
$64,153
0.06% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
890
shares
|
$63,020
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
850
shares
|
$60,188
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
817
shares
|
$57,851
0.01% of portfolio
|
Q2 2025
Reduced 98.74%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
800
shares
|
$56,648
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
800
shares
|
$56,648
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
800
shares
|
$56,648
0.01% of portfolio
|
Q1 2023
Reduced 11.11%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
765
shares
|
$54,169
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
759
shares
|
$53,744
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
756
shares
|
$53,532
0.03% of portfolio
|
Q4 2024
New holding
|