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 440 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 $938 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,603,355
shares
|
$115 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,425,365
shares
|
$102 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
822,343
shares
|
$58.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
505,965
shares
|
$36.2 Million
0.07% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
460,590
shares
|
$32.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
423,199
shares
|
$30.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
416,656
shares
|
$29.8 Million
0.04% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
388,343
shares
|
$27.8 Million
0.01% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
369,969
shares
|
$26.4 Million
7.01% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
302,278
shares
|
$21.6 Million
0.01% of portfolio
|
Q3 2024
Added 159.45%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
287,504
shares
|
$20.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Polianta LTD
|
Jul 10, 2025 Q2 2025 |
221,600
shares
|
$15.8 Million
6.68% of portfolio
|
Q3 2021
Reduced 48.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
218,838
shares
|
$15.6 Million
0.03% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
209,067
shares
|
$14.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
203,949
shares
|
$14.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 50.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
190,491
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2024
Added 18.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
188,927
shares
|
$13.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
182,532
shares
|
$13 Million
7.25% of portfolio
|
Q3 2023
Added 0.82%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
163,018
shares
|
$11.7 Million
3.34% of portfolio
|
Q2 2025
Reduced 17.48%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
136,963
shares
|
$9.79 Million
0.03% of portfolio
|
Q2 2025
Added 14.87%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
132,754
shares
|
$9.49 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
115,748
shares
|
$8.27 Million
2.2% of portfolio
|
Q3 2024
Reduced 16.87%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
114,804
shares
|
$8.21 Million
1.61% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
113,211
shares
|
$8.09 Million
3.81% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
88,858
shares
|
$6.35 Million
0.01% of portfolio
|
Q2 2025
Added 2.21%
|