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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
10,203
shares
|
$701,048
0.0% of portfolio
|
Q2 2018
Added 10.75%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2024 Q3 2024 |
10,129
shares
|
$695,963
0.05% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
10,072
shares
|
$692,047
0.02% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 08, 2024 Q2 2024 |
10,013
shares
|
$687,993
0.36% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 19, 2024 Q2 2024 |
9,974
shares
|
$685,313
0.36% of portfolio
|
Q2 2024
Added 4.49%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
9,965
shares
|
$684,695
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
9,641
shares
|
$662,433
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
9,470
shares
|
$650,683
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
9,055
shares
|
$622,169
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
8,704
shares
|
$598,051
0.01% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,645
shares
|
$593,997
0.0% of portfolio
|
Q3 2022
Added 10.37%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
8,641
shares
|
$593,723
0.0% of portfolio
|
Q1 2024
Added 137.32%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
8,604
shares
|
$591,180
0.0% of portfolio
|
Q2 2024
Added 14.22%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,298
shares
|
$570,155
0.01% of portfolio
|
Q3 2024
Reduced 28.6%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
8,288
shares
|
$569,468
0.3% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,265
shares
|
$567,888
0.03% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
8,104
shares
|
$556,825
0.03% of portfolio
|
Q2 2024
Reduced 19.79%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
8,100
shares
|
$556,551
0.02% of portfolio
|
Q2 2024
Added 4.52%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
8,080
shares
|
$555,176
0.08% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
8,027
shares
|
$551,535
0.42% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
7,988
shares
|
$548,855
0.01% of portfolio
|
Q2 2024
Added 6.86%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
7,805
shares
|
$536,281
0.01% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
7,803
shares
|
$536,144
0.0% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
7,664
shares
|
$526,593
0.01% of portfolio
|
Q3 2024
Added 15.81%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
7,649
shares
|
$525,562
0.02% of portfolio
|
Q3 2024
Added 1.8%
|