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 |
|---|---|---|---|---|---|
|
Dudley & Shanley, Inc.
|
Oct 08, 2025 Q3 2025 |
32,780
shares
|
$2.4 Million
0.39% of portfolio
|
Q1 2023
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
32,038
shares
|
$2.34 Million
0.07% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
31,862
shares
|
$2.33 Million
0.16% of portfolio
|
Q1 2024
Reduced 37.7%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
30,749
shares
|
$2.25 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
|
$2.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 26.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
29,860
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
29,427
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2025
Added 13.13%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
29,093
shares
|
$2.13 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
28,579
shares
|
$2.09 Million
0.0% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
28,431
shares
|
$2.08 Million
0.04% of portfolio
|
Q2 2025
Added 28.92%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
28,314
shares
|
$2.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 35.37%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
27,871
shares
|
$2.04 Million
0.88% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
27,556
shares
|
$2.01 Million
0.02% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
27,405
shares
|
$2 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
27,359
shares
|
$2 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
27,021
shares
|
$1.98 Million
0.9% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
26,917
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
26,700
shares
|
$1.95 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
26,150
shares
|
$1.91 Million
0.12% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
25,075
shares
|
$1.83 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
24,677
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
23,715
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
23,599
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Added 23.57%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
23,520
shares
|
$1.72 Million
0.18% of portfolio
|
Q2 2025
Added 33.24%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
23,297
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2025
Added 46.79%
|