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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
32,509
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 46.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
32,331
shares
|
$2.12 Million
0.0% of portfolio
|
Q4 2024
Added 81.15%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
31,880
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
31,862
shares
|
$2.08 Million
0.16% of portfolio
|
Q1 2024
Reduced 37.7%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
31,117
shares
|
$2.04 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
30,000
shares
|
$1.96 Million
0.13% of portfolio
|
Q4 2022
Reduced 13.53%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
29,986
shares
|
$1.96 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
29,936
shares
|
$1.96 Million
0.0% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
29,786
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
29,512
shares
|
$1.93 Million
0.03% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
29,213
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
28,710
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
28,678
shares
|
$1.88 Million
0.01% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
28,218
shares
|
$1.85 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
27,440
shares
|
$1.8 Million
1.02% of portfolio
|
Q4 2024
Reduced 14.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
26,715
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
Added 17.45%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
26,700
shares
|
$1.75 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
26,316
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
26,056
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
25,075
shares
|
$1.64 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
23,832
shares
|
$1.56 Million
0.17% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
23,443
shares
|
$1.53 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
23,274
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
22,723
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
21,678
shares
|
$1.42 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.21%
|