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 421 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $874 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
81
shares
|
$5,445
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
81
shares
|
$5,445
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
70
shares
|
$4,706
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
70
shares
|
$4,706
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
52
shares
|
$3,495
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
50
shares
|
$3,361
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
41
shares
|
$2,756
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
35
shares
|
$2,353
0.0% of portfolio
|
Q4 2022
Added 150.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
33
shares
|
$2,218
0.0% of portfolio
|
Q1 2023
Reduced 73.6%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
19
shares
|
$1,277
0.0% of portfolio
|
Q4 2024
Added 1800.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
18
shares
|
$1,210
0.0% of portfolio
|
Q1 2024
Reduced 98.6%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
18
shares
|
$1,210
0.0% of portfolio
|
Q4 2024
Added 260.0%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
10
shares
|
$672
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
7
shares
|
$470
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5
shares
|
$336
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$134
0.02% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|