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 398 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $858 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Syntrinsic LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
325
shares
|
$22,919
0.01% of portfolio
|
Q3 2023
New holding
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
305
shares
|
$21,508
0.01% of portfolio
|
Q2 2024
Added 454.55%
|
|
M&R Capital Management Inc
|
Jul 02, 2024 Q2 2024 |
300
shares
|
$21,156
0.0% of portfolio
|
Q1 2023
Reduced 9.09%
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
300
shares
|
$21,156
0.02% of portfolio
|
Q4 2021
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
276
shares
|
$19,463
0.01% of portfolio
|
Q3 2023
New holding
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Jul 29, 2024 Q2 2024 |
271
shares
|
$19,110
0.01% of portfolio
|
Q4 2023
Added 0.37%
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
263
shares
|
$18,546
0.01% of portfolio
|
Q3 2023
Added 23.47%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
259
shares
|
$18,264
0.0% of portfolio
|
Q2 2024
Added 2.78%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
257
shares
|
$18,123
0.0% of portfolio
|
Q3 2021
Added 28.5%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
250
shares
|
$17,630
0.0% of portfolio
|
Q2 2024
Added 24900.0%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
248
shares
|
$17,488
0.0% of portfolio
|
Q2 2017
Reduced 43.76%
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
242
shares
|
$17,065
0.01% of portfolio
|
Q2 2024
Added 4.76%
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
240
shares
|
$16,924
0.0% of portfolio
|
Q3 2021
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
234
shares
|
$16,501
0.01% of portfolio
|
Q4 2023
New holding
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
228
shares
|
$16,078
0.01% of portfolio
|
Q3 2022
Added 42.5%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
227
shares
|
$16,008
0.0% of portfolio
|
Q2 2024
Added 15.23%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
226
shares
|
$15,937
0.0% of portfolio
|
Q2 2022
New holding
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
218
shares
|
$15,373
0.01% of portfolio
|
Q2 2024
Added 22.47%
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
210
shares
|
$14,809
0.0% of portfolio
|
Q2 2024
New holding
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 17, 2024 Q2 2024 |
206
shares
|
$14,527
0.0% of portfolio
|
Q2 2024
Reduced 26.43%
|
|
Pacifica Partners Inc.
|
Jul 11, 2024 Q2 2024 |
205
shares
|
$14,456
0.01% of portfolio
|
Q2 2024
Added 0.49%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
203
shares
|
$14,315
0.0% of portfolio
|
Q2 2023
Added 0.5%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jul 18, 2024 Q2 2024 |
200
shares
|
$14,104
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
200
shares
|
$14,104
0.0% of portfolio
|
Q4 2021
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
191
shares
|
$13,469
0.0% of portfolio
|
Q1 2024
New holding
|