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 |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
550
shares
|
$40,205
0.01% of portfolio
|
Q1 2021
Added 37.5%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
532
shares
|
$38,889
0.0% of portfolio
|
Q2 2025
Added 25.47%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
507
shares
|
$37,061
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
455
shares
|
$33,260
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
430
shares
|
$31,432
0.0% of portfolio
|
Q2 2025
Reduced 27.12%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
425
shares
|
$31,067
0.0% of portfolio
|
Q3 2023
Reduced 68.4%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
424
shares
|
$30,994
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
420
shares
|
$30,701
0.0% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
411
shares
|
$30,044
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
407
shares
|
$29,751
0.0% of portfolio
|
Q1 2025
Reduced 98.45%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
405
shares
|
$29,605
0.0% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
400
shares
|
$29,239
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
400
shares
|
$29,239
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
387
shares
|
$28,289
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
385
shares
|
$28,143
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
377
shares
|
$27,558
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
361
shares
|
$26,389
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
357
shares
|
$26,096
0.01% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
353
shares
|
$25,804
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
350
shares
|
$25,584
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
325
shares
|
$23,757
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
325
shares
|
$23,757
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
318
shares
|
$23,245
0.0% of portfolio
|
Q2 2025
Added 28.23%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
300
shares
|
$21,930
0.0% of portfolio
|
Q1 2023
Reduced 9.09%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
300
shares
|
$21,930
0.02% of portfolio
|
Q4 2021
New holding
|