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 423 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $959 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
210
shares
|
$14,870
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
206
shares
|
$14,586
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
206
shares
|
$14,586
0.0% of portfolio
|
Q2 2024
Reduced 26.43%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
203
shares
|
$14,374
0.0% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
200
shares
|
$14,162
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
200
shares
|
$14,162
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
200
shares
|
$14,162
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
191
shares
|
$13,524
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
175
shares
|
$12,391
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
164
shares
|
$11,612
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
150
shares
|
$10,621
0.01% of portfolio
|
Q2 2024
Reduced 40.24%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$10,621
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
150
shares
|
$10,621
0.0% of portfolio
|
Q2 2025
Reduced 94.06%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
145
shares
|
$10,267
0.0% of portfolio
|
Q1 2024
Added 47.96%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
137
shares
|
$9,700
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
137
shares
|
$9,700
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
117
shares
|
$8,284
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
115
shares
|
$8,143
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
111
shares
|
$7,859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
107
shares
|
$7,576
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
107
shares
|
$7,576
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
104
shares
|
$7,364
0.0% of portfolio
|
Q2 2024
Added 173.68%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
101
shares
|
$7,151
0.01% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
100
shares
|
$7,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$7,081
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|