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 437 institutions that hold shares in the stock, with a total of 13.2 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 |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
966
shares
|
$70,614
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
943
shares
|
$68,933
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
915
shares
|
$66,886
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
913
shares
|
$66,740
0.06% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
890
shares
|
$65,058
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
850
shares
|
$62,134
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
818
shares
|
$59,795
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
800
shares
|
$58,479
0.01% of portfolio
|
Q1 2023
Reduced 11.11%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
800
shares
|
$58,479
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
800
shares
|
$58,479
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
786
shares
|
$57,456
0.01% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
779
shares
|
$56,944
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
765
shares
|
$55,921
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
746
shares
|
$54,532
0.0% of portfolio
|
Q3 2025
Added 79.33%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
728
shares
|
$53,216
0.0% of portfolio
|
Q4 2024
Added 181.08%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
710
shares
|
$51,900
0.03% of portfolio
|
Q4 2024
Reduced 41.32%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
680
shares
|
$49,707
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
666
shares
|
$48,684
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
631
shares
|
$46,126
0.01% of portfolio
|
Q4 2020
Reduced 38.2%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
600
shares
|
$43,860
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
593
shares
|
$43,348
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
590
shares
|
$43,129
0.0% of portfolio
|
Q2 2025
Added 156.52%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
570
shares
|
$41,667
0.0% of portfolio
|
Q2 2025
Added 5081.82%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
558
shares
|
$40,789
0.02% of portfolio
|
Q2 2025
Reduced 20.63%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
550
shares
|
$40,205
0.0% of portfolio
|
Q1 2023
Reduced 10.71%
|