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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
4,751
shares
|
$336,418
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
4,750
shares
|
$336,347
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
4,708
shares
|
$333,373
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,706
shares
|
$333,231
0.02% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
4,700
shares
|
$332,807
0.26% of portfolio
|
Q1 2025
Added 27.03%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
4,680
shares
|
$331,390
0.04% of portfolio
|
Q2 2025
Reduced 38.1%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
4,593
shares
|
$325,230
0.19% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
4,590
shares
|
$325,017
0.0% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,580
shares
|
$324,309
0.0% of portfolio
|
Q4 2024
Added 22.2%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,556
shares
|
$322,610
0.01% of portfolio
|
Q2 2024
Reduced 19.68%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
4,529
shares
|
$320,698
0.23% of portfolio
|
Q3 2022
Reduced 8.54%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,504
shares
|
$318,928
0.0% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
4,474
shares
|
$316,803
0.09% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,464
shares
|
$316,095
0.02% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
4,454
shares
|
$315,387
0.06% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
4,440
shares
|
$314,396
0.02% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
4,414
shares
|
$312,555
0.17% of portfolio
|
Q2 2025
Reduced 19.29%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
4,411
shares
|
$312,342
0.09% of portfolio
|
Q3 2023
Added 152.06%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
4,389
shares
|
$310,785
0.08% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
4,374
shares
|
$309,722
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
4,369
shares
|
$309,368
0.0% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
4,272
shares
|
$302,500
0.02% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
4,258
shares
|
$301,508
0.0% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,249
shares
|
$300,871
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,238
shares
|
$300,092
0.04% of portfolio
|
Q1 2025
New holding
|