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 |
|---|---|---|---|---|---|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
100
shares
|
$7,081
0.0% of portfolio
|
Q1 2025
Reduced 73.96%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
86
shares
|
$6,089
0.0% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
86
shares
|
$6,089
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
81
shares
|
$5,735
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
75
shares
|
$5,310
0.0% of portfolio
|
Q1 2025
Reduced 34.78%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
70
shares
|
$4,956
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
70
shares
|
$4,956
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
52
shares
|
$3,682
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
45
shares
|
$3,186
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
41
shares
|
$2,903
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
40
shares
|
$2,832
0.0% of portfolio
|
Q2 2025
Reduced 66.1%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
35
shares
|
$2,478
0.0% of portfolio
|
Q4 2022
Added 150.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
33
shares
|
$2,336
0.0% of portfolio
|
Q1 2023
Reduced 73.6%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
18
shares
|
$1,274
0.0% of portfolio
|
Q4 2024
Added 260.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
18
shares
|
$1,274
0.0% of portfolio
|
Q1 2024
Reduced 98.6%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
11
shares
|
$778
0.0% of portfolio
|
Q1 2025
Reduced 94.79%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
7
shares
|
$495
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5
shares
|
$354
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$70
0.0% of portfolio
|
Q1 2025
Reduced 94.74%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|