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 398 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $829 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commerce Bank
Kansas City, MO |
Aug 12, 2024 Q2 2024 |
87,575
shares
|
$5.97 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
78,930
shares
|
$5.38 Million
0.03% of portfolio
|
Q2 2024
Added 0.56%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
74,041
shares
|
$5.04 Million
0.02% of portfolio
|
Q2 2024
Added 17.41%
|
|
Conservest Capital Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
72,982
shares
|
$4.97 Million
0.51% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 09, 2024 Q2 2024 |
65,551
shares
|
$4.47 Million
1.03% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
62,332
shares
|
$4.25 Million
0.21% of portfolio
|
Q2 2024
Added 0.01%
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 15, 2024 Q2 2024 |
59,718
shares
|
$4.07 Million
1.05% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
59,241
shares
|
$4.04 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
David R. Rahn & Associates Inc.
|
Jul 24, 2024 Q2 2024 |
59,182
shares
|
$4.03 Million
1.25% of portfolio
|
Q2 2024
Added 0.03%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
58,434
shares
|
$3.98 Million
0.0% of portfolio
|
Q2 2024
Added 1.95%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
56,521
shares
|
$3.85 Million
0.0% of portfolio
|
Q2 2024
Added 1.48%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
55,938
shares
|
$3.81 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
50,085
shares
|
$3.41 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
49,276
shares
|
$3.36 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
48,470
shares
|
$3.3 Million
0.01% of portfolio
|
Q2 2024
Added 0.62%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
47,965
shares
|
$3.27 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 17, 2024 Q2 2024 |
44,940
shares
|
$3.06 Million
1.5% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
40,718
shares
|
$2.77 Million
0.4% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
38,800
shares
|
$2.64 Million
0.01% of portfolio
|
Q2 2018
New holding
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
37,605
shares
|
$2.56 Million
0.01% of portfolio
|
Q3 2023
Reduced 46.92%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
36,624
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2024
Added 437.96%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
34,895
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.06%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
34,822
shares
|
$2.37 Million
0.03% of portfolio
|
Q2 2024
Reduced 16.26%
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 08, 2024 Q2 2024 |
33,851
shares
|
$2.31 Million
0.86% of portfolio
|
Q2 2024
Added 6.61%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
33,283
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2024
Added 1.41%
|