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 |
|---|---|---|---|---|---|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
15,060
shares
|
$1.04 Million
0.07% of portfolio
|
Q1 2024
Added 5.96%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
14,808
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
14,799
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
14,625
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
14,039
shares
|
$971,218
0.0% of portfolio
|
Q3 2024
Added 40.88%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
13,987
shares
|
$967,620
0.23% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
13,604
shares
|
$941,124
0.08% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
13,395
shares
|
$926,666
0.23% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
13,299
shares
|
$920,024
0.02% of portfolio
|
Q2 2024
Reduced 46.48%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,033
shares
|
$901,622
0.0% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
13,031
shares
|
$901,484
0.13% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
12,625
shares
|
$873,397
0.16% of portfolio
|
Q4 2020
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
12,585
shares
|
$870,630
0.0% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
12,514
shares
|
$865,718
0.01% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
12,484
shares
|
$863,643
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,426
shares
|
$859,630
0.03% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
12,320
shares
|
$852,297
0.03% of portfolio
|
Q3 2024
Reduced 86.18%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
12,200
shares
|
$843,996
0.01% of portfolio
|
Q4 2023
Reduced 6.15%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
12,119
shares
|
$838,392
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
11,981
shares
|
$828,845
0.11% of portfolio
|
Q4 2022
Added 2.6%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
11,938
shares
|
$825,870
0.6% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
11,820
shares
|
$817,707
0.01% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
11,571
shares
|
$800,481
0.01% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
11,543
shares
|
$798,544
0.03% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
11,474
shares
|
$793,771
0.01% of portfolio
|
Q3 2024
Reduced 5.73%
|