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 417 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $922 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,664,614
shares
|
$112 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,435,969
shares
|
$96.7 Million
0.01% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
826,990
shares
|
$55.7 Million
0.02% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
608,386
shares
|
$41 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.01%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
500,911
shares
|
$33.7 Million
0.07% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
467,556
shares
|
$31.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
415,878
shares
|
$28 Million
0.04% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
412,021
shares
|
$27.7 Million
0.04% of portfolio
|
Q1 2025
Added 71.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
379,490
shares
|
$25.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
363,423
shares
|
$24.5 Million
7.22% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
302,278
shares
|
$20.4 Million
0.01% of portfolio
|
Q3 2024
Added 159.45%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
290,265
shares
|
$19.5 Million
0.01% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
227,175
shares
|
$15.3 Million
0.03% of portfolio
|
Q1 2025
Added 21.06%
|
|
|
Polianta LTD
|
Apr 16, 2025 Q1 2025 |
221,600
shares
|
$14.9 Million
6.9% of portfolio
|
Q3 2021
Reduced 48.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
219,140
shares
|
$14.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
210,967
shares
|
$14.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Prism Advisors, Inc.
|
May 01, 2025 Q1 2025 |
197,542
shares
|
$13.3 Million
3.95% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
190,491
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2024
Added 18.44%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
182,532
shares
|
$12.3 Million
7.25% of portfolio
|
Q3 2023
Added 0.82%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
133,361
shares
|
$8.98 Million
0.03% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
119,229
shares
|
$8.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
115,994
shares
|
$7.81 Million
1.58% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
115,748
shares
|
$7.79 Million
2.2% of portfolio
|
Q3 2024
Reduced 16.87%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
114,009
shares
|
$7.68 Million
3.99% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
86,940
shares
|
$5.85 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.67%
|