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 $858 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
75,146
shares
|
$4.92 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
72,648
shares
|
$4.75 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
68,219
shares
|
$4.46 Million
0.23% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
64,675
shares
|
$4.23 Million
1.06% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
62,115
shares
|
$4.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 28.76%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
61,887
shares
|
$4.05 Million
0.21% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
60,941
shares
|
$3.99 Million
0.0% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
60,771
shares
|
$3.98 Million
1.36% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
60,246
shares
|
$3.94 Million
0.98% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
58,216
shares
|
$3.81 Million
0.01% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
54,971
shares
|
$3.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
53,332
shares
|
$3.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
51,449
shares
|
$3.37 Million
0.01% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
48,977
shares
|
$3.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
44,365
shares
|
$2.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
40,584
shares
|
$2.66 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
38,800
shares
|
$2.54 Million
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
37,722
shares
|
$2.47 Million
0.03% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
37,605
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2023
Reduced 46.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
37,583
shares
|
$2.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
35,996
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 31.68%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
35,447
shares
|
$2.32 Million
0.08% of portfolio
|
Q4 2024
Added 945.02%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
33,059
shares
|
$2.16 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
32,800
shares
|
$2.15 Million
0.95% of portfolio
|
Q4 2024
Reduced 26.95%
|
|
|
Dudley & Shanley, Inc.
|
Jan 03, 2025 Q4 2024 |
32,780
shares
|
$2.14 Million
0.35% of portfolio
|
Q1 2023
New holding
|