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 |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
13,933
shares
|
$957,336
0.08% of portfolio
|
Q2 2024
Added 6.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
13,924
shares
|
$956,718
0.0% of portfolio
|
Q2 2024
Reduced 5.95%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
13,395
shares
|
$920,370
0.23% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
13,299
shares
|
$913,774
0.02% of portfolio
|
Q2 2024
Reduced 46.48%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
13,286
shares
|
$912,881
0.03% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
13,031
shares
|
$895,360
0.13% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
12,976
shares
|
$891,580
0.0% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
12,892
shares
|
$885,809
0.01% of portfolio
|
Q2 2024
Added 1.66%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
12,625
shares
|
$867,463
0.16% of portfolio
|
Q4 2020
New holding
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
12,484
shares
|
$857,775
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Welch & Forbes LLC
|
Aug 01, 2024 Q2 2024 |
12,200
shares
|
$838,261
0.01% of portfolio
|
Q4 2023
Reduced 6.15%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
12,172
shares
|
$836,338
0.01% of portfolio
|
Q2 2024
Added 18.76%
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
12,083
shares
|
$830,222
0.0% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Altfest L J & CO Inc
|
Aug 07, 2024 Q2 2024 |
11,981
shares
|
$823,214
0.11% of portfolio
|
Q4 2022
Added 2.6%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 15, 2024 Q2 2024 |
11,935
shares
|
$820,053
0.56% of portfolio
|
Q2 2024
Added 50.64%
|
|
|
First City Capital Management, Inc.
|
Aug 13, 2024 Q2 2024 |
11,835
shares
|
$813,182
0.44% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
11,571
shares
|
$795,043
0.01% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
11,543
shares
|
$793,119
0.03% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
11,300
shares
|
$776,422
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Aug 13, 2024 Q2 2024 |
11,275
shares
|
$774,705
0.19% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
11,231
shares
|
$771,682
0.02% of portfolio
|
Q3 2024
Reduced 19.87%
|
|
|
Weil Company, Inc.
|
Aug 05, 2024 Q2 2024 |
11,127
shares
|
$764,536
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
11,090
shares
|
$761,993
0.02% of portfolio
|
Q2 2024
Reduced 16.07%
|
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
10,491
shares
|
$720,836
0.0% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
10,445
shares
|
$717,675
0.01% of portfolio
|
Q2 2024
Reduced 7.69%
|