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 |
|---|---|---|---|---|---|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
200
shares
|
$8,652
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
196
shares
|
$8,478
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
175
shares
|
$7,570
0.0% of portfolio
|
Q1 2023
Added 0.57%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
175
shares
|
$7,570
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
166
shares
|
$7,181
0.0% of portfolio
|
Q1 2021
Added 3.99%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
161
shares
|
$6,964
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
154
shares
|
$6,662
0.0% of portfolio
|
Q4 2024
Reduced 53.19%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
140
shares
|
$6,056
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
130
shares
|
$5,623
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
120
shares
|
$5,191
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
115
shares
|
$4,974
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
100
shares
|
$4,326
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
58
shares
|
$2,509
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
35
shares
|
$1,514
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
35
shares
|
$1,514
0.0% of portfolio
|
Q2 2024
Reduced 79.29%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
20
shares
|
$865
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
13
shares
|
$562
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
10
shares
|
$432
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
7
shares
|
$302
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6
shares
|
$259
0.0% of portfolio
|
Q3 2022
Reduced 90.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5
shares
|
$216
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|