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 |
|---|---|---|---|---|---|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
11,253
shares
|
$736,283
0.17% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
11,033
shares
|
$721,889
0.02% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
10,834
shares
|
$708,868
0.0% of portfolio
|
Q4 2024
Added 14.4%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
10,715
shares
|
$701,082
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
10,630
shares
|
$695,520
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
10,363
shares
|
$678,051
0.0% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
10,074
shares
|
$659,141
0.02% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
9,738
shares
|
$637,157
0.32% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
9,717
shares
|
$635,783
0.31% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
9,708
shares
|
$635,194
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
9,666
shares
|
$632,446
0.0% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,657
shares
|
$631,857
0.02% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
9,641
shares
|
$630,810
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
9,539
shares
|
$624,136
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
9,055
shares
|
$592,468
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
9,000
shares
|
$588,870
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
8,911
shares
|
$583,046
0.02% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
8,814
shares
|
$576,700
0.04% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
8,676
shares
|
$567,670
0.01% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,645
shares
|
$565,642
0.0% of portfolio
|
Q3 2022
Added 10.37%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
8,641
shares
|
$565,380
0.0% of portfolio
|
Q1 2024
Added 137.32%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
8,495
shares
|
$555,827
0.02% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,265
shares
|
$540,778
0.03% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
8,097
shares
|
$529,786
0.27% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
8,080
shares
|
$528,674
0.07% of portfolio
|
Q2 2024
Reduced 7.97%
|