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 421 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 $858 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
5,760
shares
|
$376,876
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
5,683
shares
|
$371,838
0.01% of portfolio
|
Q4 2024
Reduced 49.4%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,626
shares
|
$368,109
0.0% of portfolio
|
Q4 2024
Reduced 14.93%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
5,575
shares
|
$364,772
0.01% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5,554
shares
|
$363,398
0.02% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
5,468
shares
|
$357,771
0.2% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,441
shares
|
$356,004
0.06% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,356
shares
|
$350,443
0.0% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
5,313
shares
|
$347,629
0.01% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
5,295
shares
|
$346,451
0.01% of portfolio
|
Q4 2024
Added 53.48%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,237
shares
|
$342,656
0.08% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
5,220
shares
|
$341,544
0.04% of portfolio
|
Q2 2023
Reduced 16.08%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
5,135
shares
|
$335,983
0.02% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,040
shares
|
$329,767
0.01% of portfolio
|
Q1 2023
Reduced 33.4%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
4,935
shares
|
$322,897
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
4,907
shares
|
$321,065
0.02% of portfolio
|
Q4 2024
Added 43.35%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
4,783
shares
|
$312,951
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,782
shares
|
$312,886
0.13% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
4,750
shares
|
$310,792
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
4,740
shares
|
$310,138
0.0% of portfolio
|
Q4 2024
Reduced 59.9%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
4,708
shares
|
$308,044
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,665
shares
|
$305,230
0.02% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
4,662
shares
|
$305,034
0.02% of portfolio
|
Q4 2024
Reduced 26.94%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
4,616
shares
|
$302,024
0.0% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
4,615
shares
|
$301,959
0.0% of portfolio
|
Q4 2024
Added 36.9%
|