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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
4,783
shares
|
$349,637
0.01% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
4,750
shares
|
$347,225
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
4,708
shares
|
$344,154
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,706
shares
|
$344,008
0.02% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
4,698
shares
|
$343,423
0.01% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,682
shares
|
$342,254
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
4,680
shares
|
$342,108
0.04% of portfolio
|
Q2 2025
Reduced 38.1%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,602
shares
|
$336,406
0.0% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,580
shares
|
$334,798
0.0% of portfolio
|
Q4 2024
Added 22.2%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,556
shares
|
$333,043
0.01% of portfolio
|
Q2 2024
Reduced 19.68%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
4,552
shares
|
$332,751
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,550
shares
|
$332,605
0.0% of portfolio
|
Q2 2025
Reduced 28.13%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
4,520
shares
|
$330,412
0.0% of portfolio
|
Q2 2025
Added 13.94%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,504
shares
|
$329,242
0.0% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
4,474
shares
|
$327,049
0.09% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,474
shares
|
$327,049
0.0% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
4,459
shares
|
$325,952
0.06% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
4,440
shares
|
$324,564
0.02% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
4,411
shares
|
$322,444
0.08% of portfolio
|
Q3 2023
Added 152.06%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
4,389
shares
|
$320,835
0.08% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
4,358
shares
|
$318,569
0.0% of portfolio
|
Q2 2025
Reduced 27.76%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
4,318
shares
|
$315,645
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
4,274
shares
|
$312,429
0.03% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
4,250
shares
|
$310,675
0.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
4,200
shares
|
$307,020
0.19% of portfolio
|
Q3 2025
Reduced 10.64%
|