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 407 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $849 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
32,103
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
31,937
shares
|
$2.19 Million
0.85% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
31,876
shares
|
$2.19 Million
0.08% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
31,862
shares
|
$2.19 Million
0.16% of portfolio
|
Q1 2024
Reduced 37.7%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
31,301
shares
|
$2.15 Million
0.84% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
30,824
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2024
Reduced 26.38%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
30,000
shares
|
$2.06 Million
0.23% of portfolio
|
Q4 2022
Reduced 13.53%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
29,111
shares
|
$2 Million
1.05% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
28,399
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2024
Added 4.22%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
27,954
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
27,734
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
27,498
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2024
Added 22.21%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
27,082
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
26,700
shares
|
$1.83 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
25,426
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2024
Added 129.66%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
25,122
shares
|
$1.73 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
24,886
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Added 15.3%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
24,387
shares
|
$1.68 Million
0.22% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
24,382
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2024
Added 4.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
23,150
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
Spence Asset Management
|
Oct 09, 2024 Q3 2024 |
23,102
shares
|
$1.59 Million
0.4% of portfolio
|
Q3 2024
Added 1307.8%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
22,303
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
22,274
shares
|
$1.53 Million
0.06% of portfolio
|
Q2 2024
Added 8.11%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
21,804
shares
|
$1.5 Million
0.26% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
21,204
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.36%
|