Institutional Ownership Invesco ETF Tr Invesco Msci Su (ERTH)
This table provides information about the institutional ownership of Invesco ETF Tr Invesco Msci Su (ERTH). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 1.36 Million shares, which have been reported (via 13F filing form) to have a value of $58.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
7,016
shares
|
$303,512
0.02% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
6,996
shares
|
$302,646
0.0% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
6,875
shares
|
$297,412
0.01% of portfolio
|
Q3 2022
Reduced 0.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
6,077
shares
|
$262,891
0.0% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
6,072
shares
|
$262,674
0.69% of portfolio
|
Q3 2022
Added 0.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,732
shares
|
$247,966
0.0% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,439
shares
|
$235,291
0.0% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
5,223
shares
|
$225,946
0.0% of portfolio
|
Q1 2025
Reduced 22.04%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,211
shares
|
$225,427
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,205
shares
|
$225,168
0.0% of portfolio
|
Q1 2025
Reduced 25.01%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
5,064
shares
|
$219,068
0.17% of portfolio
|
Q3 2023
Added 0.16%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
4,445
shares
|
$192,290
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
3,950
shares
|
$170,877
0.1% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
3,556
shares
|
$153,832
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,189
shares
|
$137,956
0.0% of portfolio
|
Q1 2025
Reduced 68.22%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,775
shares
|
$120,046
0.0% of portfolio
|
Q4 2024
Added 24.72%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
2,694
shares
|
$116,542
0.0% of portfolio
|
Q1 2023
Added 89700.0%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2,459
shares
|
$106,376
0.0% of portfolio
|
Q1 2021
Reduced 8.93%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
2,238
shares
|
$96,815
0.05% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,040
shares
|
$88,250
0.0% of portfolio
|
Q1 2025
Reduced 10.76%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
1,572
shares
|
$68,004
0.02% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,376
shares
|
$59,525
0.0% of portfolio
|
Q4 2024
Reduced 97.54%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,300
shares
|
$56,238
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,035
shares
|
$44,774
0.01% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,019
shares
|
$44,081
0.0% of portfolio
|
Q4 2023
New holding
|