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 |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
6,323
shares
|
$462,211
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
6,300
shares
|
$460,529
0.0% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
6,075
shares
|
$444,082
0.01% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
6,016
shares
|
$439,769
0.05% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
5,984
shares
|
$437,430
0.01% of portfolio
|
Q2 2025
Reduced 58.64%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
5,917
shares
|
$432,532
0.03% of portfolio
|
Q4 2022
Added 0.71%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
5,850
shares
|
$427,634
0.01% of portfolio
|
Q4 2023
Reduced 7.87%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
5,828
shares
|
$426,026
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
5,760
shares
|
$421,055
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
5,719
shares
|
$418,058
0.12% of portfolio
|
Q3 2025
Reduced 16.25%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
5,706
shares
|
$417,108
0.08% of portfolio
|
Q2 2025
Added 45.56%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
5,575
shares
|
$407,532
0.01% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
5,483
shares
|
$400,807
0.11% of portfolio
|
Q3 2025
Added 12.47%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,463
shares
|
$399,345
0.0% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,356
shares
|
$391,523
0.0% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,347
shares
|
$390,865
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
5,337
shares
|
$390,134
0.08% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
5,310
shares
|
$388,160
0.02% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
5,289
shares
|
$386,625
0.01% of portfolio
|
Q2 2025
Reduced 22.58%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
5,276
shares
|
$385,675
0.03% of portfolio
|
Q1 2025
Added 365.67%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
5,212
shares
|
$380,997
0.04% of portfolio
|
Q2 2025
Added 23.89%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
5,156
shares
|
$376,903
0.24% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,040
shares
|
$368,424
0.01% of portfolio
|
Q1 2023
Reduced 33.4%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
4,909
shares
|
$358,847
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,808
shares
|
$351,464
0.01% of portfolio
|
Q2 2025
Reduced 6.46%
|