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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
22,908
shares
|
$1.67 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
22,253
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
21,494
shares
|
$1.57 Million
0.05% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
21,029
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.55%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
20,864
shares
|
$1.53 Million
0.15% of portfolio
|
Q3 2022
Reduced 1.65%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
20,827
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
20,762
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
20,428
shares
|
$1.49 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
20,190
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Added 55.91%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
19,929
shares
|
$1.46 Million
0.08% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
19,918
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
19,429
shares
|
$1.42 Million
0.47% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
19,152
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
18,972
shares
|
$1.39 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
18,903
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
18,515
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
18,513
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Added 107.68%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
18,004
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
17,715
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
17,495
shares
|
$1.28 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
17,197
shares
|
$1.26 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
17,034
shares
|
$1.25 Million
0.21% of portfolio
|
Q2 2024
Reduced 15.27%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
17,008
shares
|
$1.24 Million
0.82% of portfolio
|
Q3 2025
Added 33.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
16,972
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 135.13%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
16,575
shares
|
$1.21 Million
0.35% of portfolio
|
Q2 2025
Added 0.27%
|