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 $882 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,165
shares
|
$82,854
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,133
shares
|
$80,578
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
1,112
shares
|
$79,085
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,100
shares
|
$78,232
0.0% of portfolio
|
Q1 2023
Added 54900.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
1,052
shares
|
$74,818
0.03% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,034
shares
|
$73,538
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,018
shares
|
$72,400
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
1,002
shares
|
$71,262
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
1,002
shares
|
$71,262
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
980
shares
|
$69,697
0.05% of portfolio
|
Q2 2024
Added 250.0%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
980
shares
|
$69,697
0.01% of portfolio
|
Q4 2023
Reduced 9.26%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
943
shares
|
$67,066
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
915
shares
|
$65,074
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
845
shares
|
$60,096
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
800
shares
|
$56,896
0.02% of portfolio
|
Q1 2023
Reduced 11.11%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
800
shares
|
$56,896
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
765
shares
|
$54,406
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
761
shares
|
$54,122
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
750
shares
|
$53,340
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
725
shares
|
$51,562
0.01% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
703
shares
|
$49,997
0.02% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
676
shares
|
$48,077
0.02% of portfolio
|
Q3 2024
Added 424.03%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
666
shares
|
$47,365
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
631
shares
|
$44,876
0.01% of portfolio
|
Q4 2020
Reduced 38.2%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
600
shares
|
$42,672
0.03% of portfolio
|
Q4 2023
New holding
|