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 |
|---|---|---|---|---|---|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
11,981
shares
|
$875,811
0.12% of portfolio
|
Q4 2022
Added 2.6%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,977
shares
|
$875,518
0.03% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Mc Ginn Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
11,474
shares
|
$838,749
0.51% of portfolio
|
Q2 2025
Reduced 26.96%
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
11,335
shares
|
$828,588
0.45% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
11,265
shares
|
$823,471
0.09% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
11,253
shares
|
$822,594
0.17% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
11,002
shares
|
$804,246
0.0% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
10,776
shares
|
$787,725
0.0% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
10,607
shares
|
$775,371
0.0% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
10,554
shares
|
$771,497
0.01% of portfolio
|
Q2 2025
Added 28.21%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
10,389
shares
|
$759,435
0.11% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
9,844
shares
|
$719,596
0.0% of portfolio
|
Q2 2025
Reduced 66.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
9,708
shares
|
$709,654
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
9,477
shares
|
$692,768
0.02% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
9,449
shares
|
$690,721
0.31% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
9,350
shares
|
$683,485
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
9,253
shares
|
$676,394
0.01% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
9,000
shares
|
$657,900
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
8,922
shares
|
$652,198
0.28% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,890
shares
|
$649,859
0.02% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,645
shares
|
$631,949
0.0% of portfolio
|
Q3 2022
Added 10.37%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
8,641
shares
|
$631,657
0.0% of portfolio
|
Q2 2025
Added 40.71%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,516
shares
|
$622,519
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
8,424
shares
|
$615,794
0.01% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,177
shares
|
$597,738
0.03% of portfolio
|
Q2 2025
Reduced 1.08%
|