Institutional Ownership Invesco ETF Tr Invesco Msci Su (ERTH)
This table provides information about the institutional ownership of Invesco ETF Tr Invesco Msci Su (ERTH). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 1.01 Million shares, which have been reported (via 13F filing form) to have a value of $41 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
8,333
shares
|
$337,653
0.18% of portfolio
|
Q4 2024
Reduced 14.07%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
8,288
shares
|
$335,829
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
8,100
shares
|
$328,212
0.0% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
8,045
shares
|
$325,983
0.0% of portfolio
|
Q3 2024
Reduced 27.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,029
shares
|
$325,335
0.0% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
8,002
shares
|
$324,241
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,936
shares
|
$321,566
0.0% of portfolio
|
Q3 2024
Reduced 20.74%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
7,497
shares
|
$303,778
0.02% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,938
shares
|
$281,127
0.0% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
6,875
shares
|
$278,575
0.01% of portfolio
|
Q3 2022
Reduced 0.3%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
6,700
shares
|
$271,484
0.0% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
6,072
shares
|
$246,037
0.69% of portfolio
|
Q3 2022
Added 0.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,732
shares
|
$232,260
0.0% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,439
shares
|
$220,388
0.0% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,207
shares
|
$210,987
0.04% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
5,064
shares
|
$205,193
0.17% of portfolio
|
Q3 2023
Added 0.16%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
3,556
shares
|
$144,089
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,798
shares
|
$113,374
0.01% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
2,694
shares
|
$109,160
0.0% of portfolio
|
Q1 2023
Added 89700.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,657
shares
|
$107,661
0.08% of portfolio
|
Q2 2024
Added 10.66%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2,459
shares
|
$99,638
0.0% of portfolio
|
Q1 2021
Reduced 8.93%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
2,225
shares
|
$90,157
0.0% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,121
shares
|
$85,942
0.01% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,826
shares
|
$73,989
0.0% of portfolio
|
Q4 2024
Added 325.64%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
1,570
shares
|
$63,616
0.02% of portfolio
|
Q4 2024
Reduced 7.65%
|