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 422 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $893 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
8,080
shares
|
$569,801
0.08% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
8,027
shares
|
$566,064
0.42% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
7,989
shares
|
$563,384
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Kepos Capital LP
New York, NY |
Nov 12, 2024 Q3 2024 |
7,963
shares
|
$561,550
0.25% of portfolio
|
Q3 2024
Added 26.82%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
7,805
shares
|
$550,408
0.01% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
7,664
shares
|
$540,465
0.01% of portfolio
|
Q3 2024
Added 15.81%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
7,649
shares
|
$539,407
0.02% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
7,464
shares
|
$526,361
0.0% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
7,278
shares
|
$513,244
0.01% of portfolio
|
Q3 2023
Reduced 10.79%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
7,270
shares
|
$512,680
0.04% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 09, 2024 Q3 2024 |
7,200
shares
|
$507,744
0.19% of portfolio
|
Q1 2022
New holding
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
7,170
shares
|
$505,628
0.01% of portfolio
|
Q3 2024
Added 13.63%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
7,131
shares
|
$502,878
0.05% of portfolio
|
Q4 2023
Reduced 6.33%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
6,930
shares
|
$488,703
0.02% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
6,880
shares
|
$485,177
0.0% of portfolio
|
Q3 2023
Added 101.76%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
6,814
shares
|
$480,523
0.04% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
6,753
shares
|
$476,221
0.28% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
6,680
shares
|
$471,073
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,613
shares
|
$466,348
0.0% of portfolio
|
Q3 2024
Added 28.88%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
6,473
shares
|
$456,475
0.02% of portfolio
|
Q3 2022
Reduced 6.93%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
6,381
shares
|
$449,988
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
6,381
shares
|
$449,988
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
6,230
shares
|
$439,339
0.01% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
6,196
shares
|
$436,941
0.05% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
6,100
shares
|
$430,172
0.1% of portfolio
|
Q3 2024
Added 28.29%
|