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 438 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 $961 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
80,158
shares
|
$5.86 Million
0.0% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
74,704
shares
|
$5.46 Million
0.03% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
74,074
shares
|
$5.41 Million
3.12% of portfolio
|
Q2 2025
Added 114.77%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
70,476
shares
|
$5.15 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
64,385
shares
|
$4.71 Million
0.0% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
63,161
shares
|
$4.62 Million
1.13% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
61,065
shares
|
$4.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
60,297
shares
|
$4.41 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
59,519
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
56,806
shares
|
$4.15 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
56,223
shares
|
$4.11 Million
0.01% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
55,953
shares
|
$4.09 Million
0.18% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
55,887
shares
|
$4.09 Million
0.18% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
51,308
shares
|
$3.75 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
50,932
shares
|
$3.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
49,651
shares
|
$3.63 Million
0.0% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
49,083
shares
|
$3.59 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
45,831
shares
|
$3.35 Million
0.1% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
45,664
shares
|
$3.34 Million
0.0% of portfolio
|
Q2 2025
Added 15.32%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
38,800
shares
|
$2.84 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
|
$2.75 Million
0.01% of portfolio
|
Q3 2023
Reduced 46.92%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
36,444
shares
|
$2.66 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
35,656
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
34,633
shares
|
$2.53 Million
0.01% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
33,529
shares
|
$2.45 Million
0.0% of portfolio
|
Q2 2025
Added 31.82%
|