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 Wealth Advisors, LLC
Fresno, CA |
Jul 23, 2024 Q2 2024 |
21,044
shares
|
$1.45 Million
0.54% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
20,864
shares
|
$1.43 Million
0.15% of portfolio
|
Q3 2022
Reduced 1.65%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
20,162
shares
|
$1.39 Million
0.71% of portfolio
|
Q1 2024
Reduced 48.65%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
19,800
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
19,407
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Added 40.2%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
19,072
shares
|
$1.31 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
18,319
shares
|
$1.26 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
18,010
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2024
Added 9.26%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 14, 2024 Q2 2024 |
17,750
shares
|
$1.22 Million
0.35% of portfolio
|
Q3 2023
Reduced 1.39%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
17,425
shares
|
$1.2 Million
0.87% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Aug 05, 2024 Q2 2024 |
17,381
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2024
Reduced 12.29%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
17,034
shares
|
$1.17 Million
0.27% of portfolio
|
Q2 2024
Reduced 15.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
17,021
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2024
Added 2.55%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
16,725
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
16,058
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Gouws Capital LLC
|
Jul 31, 2024 Q2 2024 |
16,000
shares
|
$1.1 Million
0.74% of portfolio
|
Q1 2022
Reduced 33.33%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
15,800
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2024
Reduced 38.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
15,746
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2024
Added 14.13%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 12, 2024 Q2 2024 |
15,724
shares
|
$1.08 Million
0.55% of portfolio
|
Q2 2024
Added 13.07%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
15,692
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
15,458
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
15,060
shares
|
$1.03 Million
0.07% of portfolio
|
Q1 2024
Added 5.96%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
14,838
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2024
Reduced 13.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
14,444
shares
|
$992,447
0.0% of portfolio
|
Q2 2024
Added 2.1%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
13,987
shares
|
$961,046
0.23% of portfolio
|
Q3 2024
Reduced 4.23%
|