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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
16,101
shares
|
$1.18 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Gouws Capital LLC
|
Aug 07, 2025 Q2 2025 |
16,000
shares
|
$1.17 Million
0.62% of portfolio
|
Q1 2022
Reduced 33.33%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
15,424
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.72%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
15,253
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
15,131
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,069
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 49.77%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
14,832
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.45%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
14,502
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
14,168
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
14,153
shares
|
$1.03 Million
0.17% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
13,942
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
13,794
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
13,692
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
13,686
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Added 19.29%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
13,481
shares
|
$985,461
0.09% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
13,385
shares
|
$978,443
0.02% of portfolio
|
Q1 2025
Reduced 14.7%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
13,112
shares
|
$958,487
0.08% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
13,040
shares
|
$953,223
0.03% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
12,625
shares
|
$922,887
0.15% of portfolio
|
Q4 2020
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
12,605
shares
|
$921,425
0.15% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
12,553
shares
|
$917,624
0.0% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
12,237
shares
|
$894,524
0.01% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
12,200
shares
|
$891,819
0.01% of portfolio
|
Q4 2023
Reduced 6.15%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
12,065
shares
|
$881,951
0.0% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Aug 12, 2025 Q2 2025 |
12,039
shares
|
$880,050
0.79% of portfolio
|
Q2 2025
New holding
|