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 421 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 $858 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
15,063
shares
|
$985,572
0.09% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
14,820
shares
|
$969,672
0.01% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
14,789
shares
|
$967,644
0.06% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
14,448
shares
|
$945,332
0.02% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
14,324
shares
|
$937,219
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
14,054
shares
|
$919,553
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
13,731
shares
|
$898,419
0.08% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
13,414
shares
|
$877,678
0.01% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
13,377
shares
|
$875,257
0.19% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
13,164
shares
|
$861,320
0.0% of portfolio
|
Q4 2024
Reduced 46.42%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
12,976
shares
|
$849,019
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
12,950
shares
|
$847,318
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
12,625
shares
|
$826,053
0.15% of portfolio
|
Q4 2020
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,585
shares
|
$823,436
0.03% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
12,559
shares
|
$821,735
0.0% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
12,385
shares
|
$810,350
0.0% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
12,265
shares
|
$802,498
0.11% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
12,252
shares
|
$801,648
0.01% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
12,200
shares
|
$798,246
0.01% of portfolio
|
Q4 2023
Reduced 6.15%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
11,981
shares
|
$783,916
0.11% of portfolio
|
Q4 2022
Added 2.6%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,943
shares
|
$781,430
0.56% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
11,656
shares
|
$762,652
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
11,571
shares
|
$757,090
0.01% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
11,366
shares
|
$743,677
0.03% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
11,335
shares
|
$741,649
0.4% of portfolio
|
Q3 2024
Reduced 4.22%
|