Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PHO)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PHO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
39.6K+ 114.77% |
$2.3M - $2.77M
|
74.1K
$5.3M
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
23.7KNew |
$1.38M - $1.66M
|
23.7K
$1.7M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17.7K+ 14.87% |
$1.03M - $1.24M
|
137K
$9.79M
|
|
Aug 12, 2025
Q2 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
12KNew |
$700K - $842K
|
12K
$861K
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.4KNew |
$603K - $726K
|
10.4K
$742K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.75K+ 135.13% |
$567K - $682K
|
17K
$1.21M
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.6K+ 107.68% |
$558K - $671K
|
18.5K
$1.32M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.58K+ 106.58% |
$557K - $670K
|
18.6K
$1.33M
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.35KNew |
$544K - $654K
|
9.35K
$668K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.85K+ 2.33% |
$515K - $619K
|
388K
$27.8M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.52KNew |
$495K - $595K
|
8.52K
$609K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.09K+ 31.82% |
$470K - $566K
|
33.5K
$2.4M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.87K+ 3.73% |
$458K - $550K
|
219K
$15.6M
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
6.55K+ 1.8% |
$381K - $458K
|
370K
$26.4M
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.38K+ 28.92% |
$371K - $446K
|
28.4K
$2.03M
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.32KNew |
$368K - $442K
|
6.32K
$452K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.3K+ 14.54% |
$366K - $441K
|
49.7K
$3.55M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.07K+ 15.32% |
$353K - $424K
|
45.7K
$3.26M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.87K+ 33.24% |
$341K - $410K
|
23.5K
$1.68M
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.05K+ 1.01% |
$294K - $353K
|
506K
$36.2M
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
4.5K+ 23.57% |
$262K - $315K
|
23.6K
$1.69M
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.32KNew |
$251K - $302K
|
4.32K
$309K
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.07KNew |
$237K - $285K
|
4.07K
$291K
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.02KNew |
$233K - $281K
|
4.02K
$287K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
4KNew |
$233K - $280K
|
4K
$286K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.94KNew |
$229K - $275K
|
3.94K
$282K
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.72KNew |
$216K - $260K
|
3.72K
$266K
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.55KNew |
$207K - $248K
|
3.55K
$254K
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.46KNew |
$201K - $242K
|
3.46K
$247K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.42K+ 13.13% |
$199K - $239K
|
29.4K
$2.1M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.39K+ 6.41% |
$197K - $237K
|
56.2K
$4.02M
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.36KNew |
$195K - $235K
|
3.36K
$240K
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.26K+ 5.33% |
$190K - $228K
|
64.4K
$4.6M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.19K+ 32.11% |
$185K - $223K
|
13.1K
$937K
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
3.1KNew |
$180K - $217K
|
3.1K
$222K
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.08KNew |
$179K - $215K
|
3.08K
$220K
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.06KNew |
$178K - $214K
|
3.06K
$219K
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.05KNew |
$177K - $213K
|
3.05K
$218K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3KNew |
$175K - $210K
|
3K
$215K
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3KNew |
$174K - $210K
|
3K
$214K
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.99K+ 62.72% |
$174K - $209K
|
7.77K
$555K
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.99KNew |
$174K - $209K
|
2.99K
$214K
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.97KNew |
$172K - $207K
|
2.97K
$212K
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
2.96KNew |
$172K - $207K
|
2.96K
$212K
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
2.94KNew |
$171K - $205K
|
2.94K
$210K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.93K+ 11.43% |
$170K - $205K
|
28.6K
$2.04M
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.91KNew |
$169K - $203K
|
2.91K
$208K
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.9KNew |
$168K - $203K
|
2.9K
$207K
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.9KNew |
$168K - $203K
|
2.9K
$207K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.83K+ 3.94% |
$165K - $198K
|
74.7K
$5.34M
|