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 |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
6,281
shares
|
$444,757
0.0% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
6,141
shares
|
$434,844
0.0% of portfolio
|
Q1 2025
Reduced 28.93%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
6,033
shares
|
$427,196
0.0% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
6,016
shares
|
$425,992
0.05% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
5,955
shares
|
$421,673
0.01% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,917
shares
|
$418,982
0.03% of portfolio
|
Q4 2022
Added 0.71%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
5,850
shares
|
$414,238
0.01% of portfolio
|
Q4 2023
Reduced 7.87%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
5,828
shares
|
$412,680
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
5,760
shares
|
$407,865
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
5,575
shares
|
$394,765
0.01% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
5,535
shares
|
$391,933
0.02% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
5,495
shares
|
$389,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,356
shares
|
$379,258
0.0% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
5,346
shares
|
$378,550
0.01% of portfolio
|
Q1 2025
Added 178.29%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
5,337
shares
|
$377,912
0.08% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
5,276
shares
|
$373,593
0.03% of portfolio
|
Q1 2025
Added 365.67%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5,227
shares
|
$370,123
0.02% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
5,156
shares
|
$365,096
0.24% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
5,140
shares
|
$363,963
0.01% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,040
shares
|
$356,882
0.01% of portfolio
|
Q1 2023
Reduced 33.4%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
4,909
shares
|
$347,606
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
4,875
shares
|
$345,198
0.1% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
4,871
shares
|
$344,915
0.0% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
4,783
shares
|
$338,684
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
4,772
shares
|
$337,905
0.1% of portfolio
|
Q1 2025
Added 3.63%
|