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 423 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $959 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
710
shares
|
$50,275
0.03% of portfolio
|
Q4 2024
Reduced 41.32%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
708
shares
|
$50,133
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
703
shares
|
$49,779
0.02% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
680
shares
|
$48,150
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
666
shares
|
$47,159
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
631
shares
|
$44,681
0.01% of portfolio
|
Q4 2020
Reduced 38.2%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
604
shares
|
$42,769
0.03% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
593
shares
|
$41,990
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
590
shares
|
$41,777
0.0% of portfolio
|
Q4 2024
Added 37.21%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
550
shares
|
$38,945
0.0% of portfolio
|
Q1 2023
Reduced 10.71%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
550
shares
|
$38,945
0.01% of portfolio
|
Q1 2021
Added 37.5%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
532
shares
|
$37,670
0.0% of portfolio
|
Q2 2025
Added 25.47%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
507
shares
|
$35,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
455
shares
|
$32,218
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
425
shares
|
$30,094
0.0% of portfolio
|
Q3 2023
Reduced 68.4%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
424
shares
|
$30,023
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
419
shares
|
$29,669
0.0% of portfolio
|
Q1 2025
Added 64.31%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
416
shares
|
$29,456
0.0% of portfolio
|
Q4 2024
Reduced 16.8%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
411
shares
|
$29,102
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
407
shares
|
$28,819
0.0% of portfolio
|
Q1 2025
Reduced 98.45%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
400
shares
|
$28,324
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
387
shares
|
$27,403
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
385
shares
|
$27,261
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
384
shares
|
$27,191
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
377
shares
|
$26,695
0.01% of portfolio
|
Q2 2024
New holding
|