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 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $878 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
323
shares
|
$21,708
0.0% of portfolio
|
Q3 2024
Reduced 23.28%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
300
shares
|
$20,162
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
300
shares
|
$20,162
0.0% of portfolio
|
Q1 2023
Reduced 9.09%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
300
shares
|
$20,162
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
276
shares
|
$18,549
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
272
shares
|
$18,281
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
264
shares
|
$17,743
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
259
shares
|
$17,407
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
257
shares
|
$17,272
0.0% of portfolio
|
Q3 2024
Added 13.22%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
257
shares
|
$17,272
0.0% of portfolio
|
Q3 2021
Added 28.5%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
255
shares
|
$17,138
0.0% of portfolio
|
Q4 2024
Reduced 49.0%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
253
shares
|
$17,004
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
253
shares
|
$17,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
248
shares
|
$16,668
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
248
shares
|
$16,668
0.0% of portfolio
|
Q2 2017
Reduced 43.76%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
242
shares
|
$16,264
0.01% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
240
shares
|
$16,130
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
234
shares
|
$15,727
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
230
shares
|
$15,458
0.0% of portfolio
|
Q3 2024
Reduced 63.49%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
229
shares
|
$15,391
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
228
shares
|
$15,323
0.01% of portfolio
|
Q3 2022
Added 42.5%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
226
shares
|
$15,189
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
211
shares
|
$14,181
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
210
shares
|
$14,114
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
206
shares
|
$13,845
0.0% of portfolio
|
Q2 2024
Reduced 26.43%
|