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 421 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 $869 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Money Design Co.,Ltd.
|
Oct 09, 2024 Q3 2024 |
79,690
shares
|
$5.54 Million
0.28% of portfolio
|
Q3 2024
Reduced 14.08%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
72,992
shares
|
$5.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
72,982
shares
|
$5.07 Million
0.5% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
66,021
shares
|
$4.59 Million
1.12% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
61,884
shares
|
$4.3 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
61,219
shares
|
$4.25 Million
1.34% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
60,230
shares
|
$4.19 Million
0.0% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
59,898
shares
|
$4.16 Million
1.08% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
58,728
shares
|
$4.08 Million
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
56,842
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
55,873
shares
|
$3.88 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
53,454
shares
|
$3.71 Million
0.01% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
52,686
shares
|
$3.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.84%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
50,234
shares
|
$3.49 Million
0.0% of portfolio
|
Q3 2024
Added 43.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
50,122
shares
|
$3.48 Million
0.04% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
49,999
shares
|
$3.47 Million
0.02% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
48,627
shares
|
$3.38 Million
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
44,900
shares
|
$3.12 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
40,777
shares
|
$2.83 Million
0.37% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
39,907
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
38,800
shares
|
$2.7 Million
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
37,605
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2023
Reduced 46.92%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
35,276
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
33,059
shares
|
$2.3 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Dudley & Shanley, Inc.
|
Jul 09, 2024 Q2 2024 |
32,780
shares
|
$2.28 Million
0.37% of portfolio
|
Q1 2023
New holding
|