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 426 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $960 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
78,797
shares
|
$5.58 Million
0.0% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
72,130
shares
|
$5.11 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
71,872
shares
|
$5.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
63,814
shares
|
$4.52 Million
1.05% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
62,091
shares
|
$4.4 Million
0.2% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
61,887
shares
|
$4.38 Million
0.2% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
61,125
shares
|
$4.33 Million
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
61,115
shares
|
$4.33 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
60,702
shares
|
$4.3 Million
1.21% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
60,696
shares
|
$4.3 Million
1.0% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
58,216
shares
|
$4.12 Million
0.01% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
56,223
shares
|
$3.98 Million
0.01% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
52,711
shares
|
$3.73 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
52,330
shares
|
$3.71 Million
0.01% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
49,672
shares
|
$3.52 Million
0.02% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
45,831
shares
|
$3.25 Million
0.1% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
43,348
shares
|
$3.07 Million
0.0% of portfolio
|
Q1 2025
Added 33.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
39,599
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2025
Added 32.28%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
39,143
shares
|
$2.77 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.77%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
38,800
shares
|
$2.75 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
|
$2.66 Million
0.01% of portfolio
|
Q3 2023
Reduced 46.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
35,656
shares
|
$2.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
34,490
shares
|
$2.44 Million
1.55% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
34,077
shares
|
$2.41 Million
0.0% of portfolio
|
Q1 2025
Added 638.4%
|
|
|
Dudley & Shanley, Inc.
|
Jul 09, 2025 Q2 2025 |
32,780
shares
|
$2.32 Million
0.37% of portfolio
|
Q1 2023
New holding
|