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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
296
shares
|
$21,637
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
276
shares
|
$20,175
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
273
shares
|
$19,956
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
264
shares
|
$19,298
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
257
shares
|
$18,786
0.0% of portfolio
|
Q3 2021
Added 28.5%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
254
shares
|
$18,567
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
253
shares
|
$18,494
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
248
shares
|
$18,128
0.0% of portfolio
|
Q2 2017
Reduced 43.76%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
242
shares
|
$17,690
0.01% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
240
shares
|
$17,544
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
229
shares
|
$16,739
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
228
shares
|
$16,666
0.01% of portfolio
|
Q3 2022
Added 42.5%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
226
shares
|
$16,520
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
221
shares
|
$16,155
0.0% of portfolio
|
Q1 2025
Reduced 34.23%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
215
shares
|
$15,716
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
210
shares
|
$15,350
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
206
shares
|
$15,058
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
206
shares
|
$15,058
0.0% of portfolio
|
Q2 2024
Reduced 26.43%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
203
shares
|
$14,839
0.0% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
200
shares
|
$14,619
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
200
shares
|
$14,619
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
185
shares
|
$13,523
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
175
shares
|
$12,792
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
164
shares
|
$11,988
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$10,965
0.0% of portfolio
|
Q2 2022
New holding
|