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 420 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $875 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
2,844
shares
|
$196,747
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,820
shares
|
$195,087
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,700
shares
|
$186,786
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,700
shares
|
$186,786
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
2,603
shares
|
$180,075
0.07% of portfolio
|
Q1 2024
Reduced 4.02%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
2,600
shares
|
$179,868
0.0% of portfolio
|
Q1 2024
Added 22.35%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,541
shares
|
$175,786
0.02% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
2,185
shares
|
$151,158
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
2,128
shares
|
$147,215
0.01% of portfolio
|
Q3 2022
Added 303.03%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
2,121
shares
|
$146,730
0.03% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,098
shares
|
$145,139
0.0% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
2,085
shares
|
$144,240
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
2,053
shares
|
$142,026
0.12% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
2,000
shares
|
$138,360
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,991
shares
|
$137,737
0.01% of portfolio
|
Q2 2024
Added 38.17%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,920
shares
|
$132,825
0.0% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,800
shares
|
$124,524
0.01% of portfolio
|
Q4 2023
Added 59900.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,743
shares
|
$120,580
0.01% of portfolio
|
Q2 2024
Reduced 10.8%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,692
shares
|
$117,052
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,616
shares
|
$111,794
0.0% of portfolio
|
Q2 2024
Added 47.31%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
1,439
shares
|
$99,550
0.08% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,350
shares
|
$93,393
0.01% of portfolio
|
Q3 2024
Added 107.69%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
1,345
shares
|
$93,047
0.03% of portfolio
|
Q1 2024
Reduced 12.55%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
1,210
shares
|
$83,707
0.05% of portfolio
|
Q3 2024
Added 70.42%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,201
shares
|
$83,085
0.0% of portfolio
|
Q3 2024
Reduced 4.23%
|