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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,921
shares
|
$140,425
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,824
shares
|
$133,334
0.0% of portfolio
|
Q3 2025
Added 20.71%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,800
shares
|
$131,580
0.01% of portfolio
|
Q4 2023
Added 59900.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
1,774
shares
|
$129,679
0.04% of portfolio
|
Q1 2025
Reduced 18.96%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,746
shares
|
$127,632
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
1,744
shares
|
$127,486
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,692
shares
|
$123,685
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
1,616
shares
|
$118,129
0.0% of portfolio
|
Q2 2024
Added 47.31%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,603
shares
|
$117,179
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
1,550
shares
|
$113,304
0.09% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,515
shares
|
$110,746
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
1,450
shares
|
$105,994
0.03% of portfolio
|
Q4 2024
Added 93.33%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,410
shares
|
$103,070
0.0% of portfolio
|
Q1 2025
Reduced 22.1%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,350
shares
|
$98,684
0.01% of portfolio
|
Q3 2024
Added 107.69%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
1,345
shares
|
$98,319
0.03% of portfolio
|
Q1 2024
Reduced 12.55%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
1,165
shares
|
$85,161
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
1,070
shares
|
$78,217
0.0% of portfolio
|
Q3 2025
Reduced 49.84%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,050
shares
|
$76,755
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
1,032
shares
|
$75,439
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,002
shares
|
$73,246
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,001
shares
|
$73,173
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,000
shares
|
$73,100
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$73,100
0.03% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
984
shares
|
$71,930
0.05% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
980
shares
|
$71,638
0.01% of portfolio
|
Q4 2023
Reduced 9.26%
|