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 398 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $858 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
7,270
shares
|
$512,680
0.04% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
Ss&H Financial Advisors, Inc.
|
Sep 10, 2024 Q2 2024 |
7,200
shares
|
$507,744
0.18% of portfolio
|
Q1 2022
New holding
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
7,131
shares
|
$502,878
0.05% of portfolio
|
Q4 2023
Reduced 6.33%
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
7,099
shares
|
$500,621
0.01% of portfolio
|
Q2 2024
New holding
|
|
Hennion & Walsh Asset Management, Inc.
|
Jul 19, 2024 Q2 2024 |
7,055
shares
|
$497,518
0.02% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
North Star Asset Management Inc
|
Aug 05, 2024 Q2 2024 |
7,000
shares
|
$493,640
0.02% of portfolio
|
Q1 2019
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
6,880
shares
|
$485,177
0.0% of portfolio
|
Q3 2023
Added 101.76%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
6,788
shares
|
$478,689
0.04% of portfolio
|
Q2 2024
Added 1.92%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
6,618
shares
|
$466,701
0.01% of portfolio
|
Q2 2024
Reduced 24.71%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
6,500
shares
|
$458,380
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
6,473
shares
|
$456,475
0.02% of portfolio
|
Q3 2022
Reduced 6.93%
|
|
Pacific Sun Financial Corp
|
Jul 19, 2024 Q2 2024 |
6,388
shares
|
$450,481
0.26% of portfolio
|
Q2 2024
Added 0.79%
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
6,330
shares
|
$446,391
0.01% of portfolio
|
Q1 2023
Reduced 18.11%
|
|
Banco Santander, S.A.
|
Jul 29, 2024 Q2 2024 |
6,310
shares
|
$444,981
0.01% of portfolio
|
Q2 2024
Added 36.58%
|
|
Kepos Capital LP
New York, NY |
Aug 13, 2024 Q2 2024 |
6,279
shares
|
$442,795
0.16% of portfolio
|
Q2 2024
New holding
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Aug 14, 2024 Q2 2024 |
6,196
shares
|
$436,941
0.05% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
5,917
shares
|
$417,266
0.03% of portfolio
|
Q4 2022
Added 0.71%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
5,893
shares
|
$415,574
0.01% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 26, 2024 Q2 2024 |
5,850
shares
|
$412,542
0.01% of portfolio
|
Q4 2023
Reduced 7.87%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
5,800
shares
|
$409,016
0.01% of portfolio
|
Q2 2024
Added 0.05%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
5,760
shares
|
$406,195
0.01% of portfolio
|
Q1 2023
New holding
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
5,575
shares
|
$393,149
0.01% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 19, 2024 Q2 2024 |
5,537
shares
|
$390,469
0.22% of portfolio
|
Q2 2024
Added 2.59%
|
|
Clearwater Capital Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
5,427
shares
|
$382,712
0.04% of portfolio
|
Q4 2023
Reduced 4.07%
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5,388
shares
|
$379,961
0.09% of portfolio
|
Q2 2024
Reduced 0.35%
|