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 434 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $983 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 20, 2026 Q4 2025 |
4,708
shares
|
$336,622
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
4,701
shares
|
$336,121
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Jan 20, 2026 Q4 2025 |
4,700
shares
|
$336,050
0.21% of portfolio
|
Q4 2025
Added 11.9%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
4,581
shares
|
$327,541
0.0% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
4,570
shares
|
$326,755
0.0% of portfolio
|
Q3 2025
Reduced 27.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,556
shares
|
$325,754
0.01% of portfolio
|
Q2 2024
Reduced 19.68%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
4,552
shares
|
$325,468
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Jan 27, 2026 Q4 2025 |
4,552
shares
|
$325,468
0.0% of portfolio
|
Q4 2025
Added 16.45%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,550
shares
|
$325,325
0.0% of portfolio
|
Q2 2025
Reduced 28.13%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
4,542
shares
|
$324,753
0.02% of portfolio
|
Q4 2025
Added 6.87%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
4,510
shares
|
$322,465
0.01% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,504
shares
|
$322,036
0.0% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,474
shares
|
$319,891
0.0% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
4,474
shares
|
$319,891
0.09% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
4,459
shares
|
$318,818
0.06% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,453
shares
|
$318,389
0.0% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
4,440
shares
|
$317,460
0.02% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
4,411
shares
|
$315,386
0.06% of portfolio
|
Q3 2023
Added 152.06%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
4,389
shares
|
$313,813
0.07% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
4,358
shares
|
$311,597
0.0% of portfolio
|
Q2 2025
Reduced 27.76%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
4,333
shares
|
$309,809
0.05% of portfolio
|
Q4 2025
Added 39.91%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
4,318
shares
|
$308,737
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
4,277
shares
|
$305,805
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,184
shares
|
$299,156
0.09% of portfolio
|
Q3 2025
Added 16.13%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 16, 2026 Q4 2025 |
4,175
shares
|
$298,512
0.08% of portfolio
|
Q4 2025
New holding
|
|