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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
7,536
shares
|
$517,798
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 18, 2024 Q3 2024 |
7,278
shares
|
$500,071
0.01% of portfolio
|
Q3 2023
Reduced 10.79%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
7,270
shares
|
$499,521
0.04% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 09, 2024 Q3 2024 |
7,200
shares
|
$494,711
0.19% of portfolio
|
Q1 2022
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
7,131
shares
|
$489,971
0.05% of portfolio
|
Q4 2023
Reduced 6.33%
|
|
|
North Star Asset Management Inc
|
Aug 05, 2024 Q2 2024 |
7,000
shares
|
$480,969
0.02% of portfolio
|
Q1 2019
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
6,930
shares
|
$476,160
0.02% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
6,880
shares
|
$472,724
0.0% of portfolio
|
Q3 2023
Added 101.76%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
6,788
shares
|
$466,403
0.04% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
6,753
shares
|
$463,998
0.28% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
6,680
shares
|
$458,982
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
6,500
shares
|
$446,614
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
6,473
shares
|
$444,759
0.02% of portfolio
|
Q3 2022
Reduced 6.93%
|
|
|
Banco Santander, S.A.
|
Jul 29, 2024 Q2 2024 |
6,310
shares
|
$433,560
0.01% of portfolio
|
Q2 2024
Added 36.58%
|
|
|
Kepos Capital LP
New York, NY |
Aug 13, 2024 Q2 2024 |
6,279
shares
|
$431,430
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
6,230
shares
|
$428,063
0.01% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Aug 14, 2024 Q2 2024 |
6,196
shares
|
$425,727
0.05% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
5,917
shares
|
$406,557
0.03% of portfolio
|
Q4 2022
Added 0.71%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
5,893
shares
|
$404,908
0.01% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
5,850
shares
|
$401,953
0.01% of portfolio
|
Q4 2023
Reduced 7.87%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
5,828
shares
|
$400,441
0.02% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
5,800
shares
|
$398,517
0.01% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
5,760
shares
|
$395,769
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
5,575
shares
|
$383,058
0.01% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
5,427
shares
|
$372,889
0.04% of portfolio
|
Q4 2023
Reduced 4.07%
|