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 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $875 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
21,400
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
21,335
shares
|
$1.48 Million
0.59% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
20,864
shares
|
$1.44 Million
0.15% of portfolio
|
Q3 2022
Reduced 1.65%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
20,162
shares
|
$1.39 Million
0.71% of portfolio
|
Q1 2024
Reduced 48.65%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
20,020
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
19,072
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,934
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
18,836
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2024
Added 286.14%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
18,527
shares
|
$1.28 Million
0.57% of portfolio
|
Q3 2024
Added 17.83%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
18,326
shares
|
$1.27 Million
0.71% of portfolio
|
Q3 2024
Added 313.77%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
18,319
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
17,848
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 136.84%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
17,750
shares
|
$1.23 Million
0.37% of portfolio
|
Q3 2023
Reduced 1.39%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
17,425
shares
|
$1.21 Million
0.87% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
17,034
shares
|
$1.18 Million
0.28% of portfolio
|
Q2 2024
Reduced 15.27%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
16,929
shares
|
$1.17 Million
0.2% of portfolio
|
Q3 2024
Reduced 22.36%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
16,725
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
16,449
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
16,058
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Gouws Capital LLC
|
Nov 06, 2024 Q3 2024 |
16,000
shares
|
$1.11 Million
0.76% of portfolio
|
Q1 2022
Reduced 33.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
15,746
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2024
Added 14.13%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
15,692
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
15,642
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
15,599
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
15,458
shares
|
$1.07 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.39%
|