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 422 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $885 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
300
shares
|
$21,162
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
300
shares
|
$21,162
0.0% of portfolio
|
Q1 2023
Reduced 9.09%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
300
shares
|
$21,162
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
276
shares
|
$19,469
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
272
shares
|
$19,186
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
263
shares
|
$18,552
0.01% of portfolio
|
Q3 2023
Added 23.47%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
259
shares
|
$18,269
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
259
shares
|
$18,269
0.0% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
257
shares
|
$18,128
0.0% of portfolio
|
Q3 2021
Added 28.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
257
shares
|
$18,128
0.0% of portfolio
|
Q3 2024
Added 13.22%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
248
shares
|
$17,493
0.0% of portfolio
|
Q2 2017
Reduced 43.76%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
242
shares
|
$17,070
0.01% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
240
shares
|
$16,929
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
234
shares
|
$16,506
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
230
shares
|
$16,224
0.0% of portfolio
|
Q3 2024
Reduced 63.49%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
228
shares
|
$16,083
0.01% of portfolio
|
Q3 2022
Added 42.5%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
226
shares
|
$15,942
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
218
shares
|
$15,377
0.01% of portfolio
|
Q2 2024
Added 22.47%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
210
shares
|
$14,813
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
206
shares
|
$14,531
0.0% of portfolio
|
Q2 2024
Reduced 26.43%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
205
shares
|
$14,460
0.01% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
203
shares
|
$14,319
0.0% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
200
shares
|
$14,108
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
200
shares
|
$14,108
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
191
shares
|
$13,473
0.0% of portfolio
|
Q1 2024
New holding
|