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 $882 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
11,335
shares
|
$806,145
0.41% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
11,253
shares
|
$800,313
0.17% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
11,231
shares
|
$798,748
0.02% of portfolio
|
Q3 2024
Reduced 19.87%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
11,165
shares
|
$794,054
0.28% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
10,908
shares
|
$775,776
0.02% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
10,491
shares
|
$746,119
0.0% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
10,129
shares
|
$720,374
0.05% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
10,073
shares
|
$716,391
0.02% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
9,974
shares
|
$709,350
0.36% of portfolio
|
Q2 2024
Added 4.49%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
9,727
shares
|
$691,784
0.35% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
9,641
shares
|
$685,667
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
9,470
shares
|
$673,506
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
9,055
shares
|
$643,991
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
9,000
shares
|
$640,080
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
8,765
shares
|
$623,366
0.0% of portfolio
|
Q3 2024
Added 525.62%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
8,704
shares
|
$619,028
0.01% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
8,703
shares
|
$618,957
0.0% of portfolio
|
Q3 2024
Reduced 14.7%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,645
shares
|
$614,832
0.0% of portfolio
|
Q3 2022
Added 10.37%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
8,641
shares
|
$614,547
0.0% of portfolio
|
Q1 2024
Added 137.32%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
8,524
shares
|
$606,226
0.02% of portfolio
|
Q3 2024
Added 85.14%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,298
shares
|
$590,153
0.01% of portfolio
|
Q3 2024
Reduced 28.6%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
8,288
shares
|
$589,442
0.3% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,265
shares
|
$587,806
0.03% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,251
shares
|
$586,811
0.02% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
8,104
shares
|
$576,356
0.03% of portfolio
|
Q2 2024
Reduced 19.79%
|