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 421 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 $869 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
6,033
shares
|
$419,233
0.0% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
5,917
shares
|
$411,172
0.03% of portfolio
|
Q4 2022
Added 0.71%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
5,893
shares
|
$409,504
0.01% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
5,850
shares
|
$406,516
0.01% of portfolio
|
Q4 2023
Reduced 7.87%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
5,828
shares
|
$404,987
0.02% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
5,801
shares
|
$403,111
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
5,760
shares
|
$400,262
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
5,587
shares
|
$388,240
0.02% of portfolio
|
Q3 2024
Added 964.19%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
5,575
shares
|
$387,406
0.01% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
5,374
shares
|
$373,439
0.22% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
5,363
shares
|
$372,674
0.0% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,356
shares
|
$372,188
0.0% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
5,220
shares
|
$362,737
0.04% of portfolio
|
Q2 2023
Reduced 16.08%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
5,180
shares
|
$359,958
0.08% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
5,135
shares
|
$356,831
0.02% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,102
shares
|
$354,537
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,054
shares
|
$351,202
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,040
shares
|
$350,229
0.01% of portfolio
|
Q1 2023
Reduced 33.4%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
5,000
shares
|
$347,450
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,970
shares
|
$345,365
0.06% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
4,914
shares
|
$341,473
0.02% of portfolio
|
Q3 2024
Added 31.25%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,800
shares
|
$333,552
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
4,783
shares
|
$332,370
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,782
shares
|
$332,301
0.17% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4,771
shares
|
$331,536
0.02% of portfolio
|
Q3 2024
Added 24.9%
|