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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
11,571
shares
|
$819,342
0.01% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
11,543
shares
|
$817,359
0.6% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
11,473
shares
|
$812,403
0.01% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
11,335
shares
|
$802,631
0.47% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
11,253
shares
|
$796,824
0.17% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
11,208
shares
|
$793,638
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
11,058
shares
|
$783,016
0.0% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
11,002
shares
|
$779,051
0.0% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
10,707
shares
|
$758,162
0.0% of portfolio
|
Q1 2025
Reduced 17.49%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
10,363
shares
|
$733,804
0.0% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
10,076
shares
|
$713,481
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
9,641
shares
|
$682,679
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
9,602
shares
|
$679,917
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
9,477
shares
|
$671,066
0.02% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
9,414
shares
|
$666,605
0.3% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,330
shares
|
$660,657
0.05% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
9,181
shares
|
$650,106
0.01% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,155
shares
|
$648,265
0.02% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
9,000
shares
|
$637,290
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
8,914
shares
|
$631,200
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,645
shares
|
$612,152
0.0% of portfolio
|
Q3 2022
Added 10.37%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
8,574
shares
|
$607,124
0.04% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
8,424
shares
|
$596,503
0.01% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8,266
shares
|
$585,315
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
8,232
shares
|
$582,907
0.01% of portfolio
|
Q1 2025
Added 14.8%
|