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 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $878 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
8,097
shares
|
$544,199
0.27% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
8,080
shares
|
$543,056
0.07% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
|
Gerber, LLC
Columbus, OH |
Feb 10, 2025 Q4 2024 |
7,835
shares
|
$526,590
0.38% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
7,714
shares
|
$518,457
0.01% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
7,476
shares
|
$502,461
0.01% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
7,278
shares
|
$489,154
0.01% of portfolio
|
Q3 2023
Reduced 10.79%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
7,270
shares
|
$488,616
0.04% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
7,200
shares
|
$483,911
0.17% of portfolio
|
Q1 2022
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
7,171
shares
|
$481,962
0.01% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
7,138
shares
|
$479,744
0.04% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
7,131
shares
|
$479,274
0.05% of portfolio
|
Q4 2023
Reduced 6.33%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
7,122
shares
|
$478,669
0.03% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
7,100
shares
|
$477,190
0.01% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
7,013
shares
|
$471,343
0.27% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
6,930
shares
|
$465,765
0.02% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
6,916
shares
|
$464,824
0.0% of portfolio
|
Q4 2024
Reduced 82.67%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
6,880
shares
|
$462,404
0.0% of portfolio
|
Q3 2023
Added 101.76%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
6,680
shares
|
$448,962
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
6,580
shares
|
$442,241
0.09% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
6,373
shares
|
$428,329
0.02% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
6,196
shares
|
$416,433
0.05% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
6,160
shares
|
$414,013
0.01% of portfolio
|
Q4 2024
Reduced 14.09%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
6,033
shares
|
$405,477
0.0% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
5,955
shares
|
$400,235
0.01% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
5,917
shares
|
$397,681
0.03% of portfolio
|
Q4 2022
Added 0.71%
|