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 423 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 $845 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
7,714
shares
|
$495,933
0.01% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
7,480
shares
|
$480,889
0.07% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
7,476
shares
|
$480,632
0.01% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
7,278
shares
|
$467,902
0.01% of portfolio
|
Q3 2023
Reduced 10.79%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
7,270
shares
|
$467,388
0.04% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
7,200
shares
|
$462,888
0.17% of portfolio
|
Q1 2022
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
7,171
shares
|
$461,023
0.01% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
7,138
shares
|
$458,902
0.04% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
7,131
shares
|
$458,451
0.05% of portfolio
|
Q4 2023
Reduced 6.33%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
7,122
shares
|
$457,873
0.03% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
7,100
shares
|
$456,459
0.01% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
7,013
shares
|
$450,865
0.27% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
6,933
shares
|
$445,722
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
6,916
shares
|
$444,629
0.0% of portfolio
|
Q4 2024
Reduced 82.67%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
6,880
shares
|
$442,315
0.0% of portfolio
|
Q3 2023
Added 101.76%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
6,680
shares
|
$429,457
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
6,655
shares
|
$427,849
0.02% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
6,580
shares
|
$423,028
0.09% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
6,373
shares
|
$409,720
0.02% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
6,196
shares
|
$398,340
0.05% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
6,160
shares
|
$396,026
0.01% of portfolio
|
Q4 2024
Reduced 14.09%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
6,033
shares
|
$387,861
0.0% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
5,955
shares
|
$382,846
0.01% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
5,940
shares
|
$381,882
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
5,917
shares
|
$380,403
0.03% of portfolio
|
Q4 2022
Added 0.71%
|