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 |
|---|---|---|---|---|---|
|
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
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
357
shares
|
$25,279
0.01% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
352
shares
|
$24,925
0.0% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
350
shares
|
$24,783
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
332
shares
|
$23,508
0.01% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
325
shares
|
$23,013
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
325
shares
|
$23,013
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
300
shares
|
$21,243
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
300
shares
|
$21,243
0.0% of portfolio
|
Q1 2023
Reduced 9.09%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
276
shares
|
$19,543
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
272
shares
|
$19,260
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
264
shares
|
$18,693
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
259
shares
|
$18,339
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
258
shares
|
$18,268
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
257
shares
|
$18,198
0.0% of portfolio
|
Q3 2021
Added 28.5%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
253
shares
|
$17,914
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
253
shares
|
$17,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
248
shares
|
$17,560
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
248
shares
|
$17,560
0.0% of portfolio
|
Q2 2017
Reduced 43.76%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
242
shares
|
$17,136
0.01% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
240
shares
|
$16,994
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
230
shares
|
$16,286
0.0% of portfolio
|
Q1 2025
Reduced 61.02%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
229
shares
|
$16,215
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
228
shares
|
$16,144
0.01% of portfolio
|
Q3 2022
Added 42.5%
|