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 398 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $829 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,356
shares
|
$364,850
0.0% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
Venture Visionary Partners LLC
|
Aug 13, 2024 Q2 2024 |
5,328
shares
|
$362,943
0.02% of portfolio
|
Q3 2023
Reduced 2.26%
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 13, 2024 Q2 2024 |
5,300
shares
|
$361,036
0.08% of portfolio
|
Q1 2024
Reduced 7.83%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
5,221
shares
|
$355,654
0.0% of portfolio
|
Q2 2024
Added 8.5%
|
|
Webster Bank, N. A.
|
Jul 12, 2024 Q2 2024 |
5,220
shares
|
$355,586
0.04% of portfolio
|
Q2 2023
Reduced 16.08%
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
5,131
shares
|
$349,523
0.0% of portfolio
|
Q2 2024
Reduced 22.62%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,040
shares
|
$343,324
0.01% of portfolio
|
Q1 2023
Reduced 33.4%
|
|
Sol Capital Management CO
|
Jul 23, 2024 Q2 2024 |
5,000
shares
|
$340,600
0.04% of portfolio
|
Q4 2020
New holding
|
|
Ballentine Partners, LLC
Waltham, MA |
Aug 06, 2024 Q2 2024 |
5,000
shares
|
$340,600
0.01% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
Secure Asset Management, LLC
|
Jul 24, 2024 Q2 2024 |
4,983
shares
|
$339,441
0.06% of portfolio
|
Q2 2024
New holding
|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
4,933
shares
|
$336,035
0.0% of portfolio
|
Q2 2024
Added 16.13%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
4,878
shares
|
$332,289
0.01% of portfolio
|
Q2 2024
Reduced 13.2%
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
4,783
shares
|
$325,817
0.04% of portfolio
|
Q4 2021
New holding
|
|
Mcia Inc
|
Jul 16, 2024 Q2 2024 |
4,755
shares
|
$323,910
0.08% of portfolio
|
Q2 2024
Added 5.78%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
4,750
shares
|
$323,570
0.05% of portfolio
|
Q4 2023
New holding
|
|
Us Financial Advisors, LLC
Braintree, MA |
Aug 01, 2024 Q2 2024 |
4,749
shares
|
$323,501
0.1% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
4,710
shares
|
$320,845
0.02% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Aug 12, 2024 Q2 2024 |
4,708
shares
|
$320,708
0.03% of portfolio
|
Q4 2023
New holding
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2024 Q2 2024 |
4,674
shares
|
$318,392
0.04% of portfolio
|
Q2 2024
New holding
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
4,674
shares
|
$318,392
0.05% of portfolio
|
Q2 2024
Reduced 13.54%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
4,669
shares
|
$318,052
0.0% of portfolio
|
Q1 2024
Added 16.49%
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Apr 19, 2024 Q1 2024 |
4,668
shares
|
$317,984
0.16% of portfolio
|
Q1 2024
Reduced 93.05%
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 10, 2024 Q2 2024 |
4,620
shares
|
$314,714
0.1% of portfolio
|
Q4 2023
Reduced 4.15%
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 07, 2024 Q2 2024 |
4,605
shares
|
$313,692
0.1% of portfolio
|
Q4 2023
Added 9.38%
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
4,604
shares
|
$313,624
0.01% of portfolio
|
Q2 2024
New holding
|