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 431 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $982 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
34,862
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Dudley & Shanley, Inc.
|
Jan 09, 2026 Q4 2025 |
32,780
shares
|
$2.34 Million
0.4% of portfolio
|
Q1 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
32,497
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
32,328
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
32,042
shares
|
$2.29 Million
0.07% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
31,862
shares
|
$2.28 Million
0.16% of portfolio
|
Q1 2024
Reduced 37.7%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
30,749
shares
|
$2.2 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
30,127
shares
|
$2.15 Million
0.05% of portfolio
|
Q2 2025
Reduced 26.77%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
28,714
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2025
Added 21.67%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
27,976
shares
|
$2 Million
0.66% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
27,871
shares
|
$1.99 Million
0.88% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
27,649
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
27,580
shares
|
$1.97 Million
0.43% of portfolio
|
Q4 2025
Reduced 2.73%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
27,259
shares
|
$1.95 Million
0.11% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
27,251
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
27,052
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
26,936
shares
|
$1.93 Million
0.02% of portfolio
|
Q4 2025
Reduced 2.64%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
26,873
shares
|
$1.92 Million
0.17% of portfolio
|
Q4 2025
Added 20.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
26,747
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2025
Added 6.75%
|
|
|
Curbstone Financial Management Corp
|
Jan 23, 2026 Q4 2025 |
26,700
shares
|
$1.91 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
26,520
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
26,150
shares
|
$1.87 Million
0.1% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
25,631
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 23.45%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
25,075
shares
|
$1.79 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
24,943
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.33%
|
|