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 818,654 shares, which have been reported (via 13F filing form) to have a value of $31.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,019
shares
|
$39,343
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
870
shares
|
$33,590
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
850
shares
|
$32,818
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
634
shares
|
$24,478
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
631
shares
|
$24,362
0.0% of portfolio
|
Q1 2024
Added 47.09%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
628
shares
|
$24,247
0.0% of portfolio
|
Q3 2024
Reduced 24.15%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
600
shares
|
$23,166
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
587
shares
|
$22,664
0.0% of portfolio
|
Q4 2023
Reduced 22.35%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
578
shares
|
$22,316
0.0% of portfolio
|
Q1 2025
Reduced 35.42%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
490
shares
|
$18,918
0.0% of portfolio
|
Q4 2022
Reduced 37.97%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
490
shares
|
$18,918
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
468
shares
|
$18,069
0.0% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
449
shares
|
$17,335
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Hoertkorn Richard Charles
|
Apr 24, 2025 Q1 2025 |
448
shares
|
$17,297
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
435
shares
|
$16,795
0.0% of portfolio
|
Q3 2024
Reduced 30.84%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
390
shares
|
$15,057
0.0% of portfolio
|
Q4 2018
Reduced 14.1%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
371
shares
|
$14,324
0.0% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
330
shares
|
$12,741
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
308
shares
|
$11,891
0.0% of portfolio
|
Q3 2019
Reduced 18.52%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
296
shares
|
$11,428
0.0% of portfolio
|
Q1 2022
Reduced 53.16%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
255
shares
|
$9,845
0.0% of portfolio
|
Q4 2024
Reduced 40.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
230
shares
|
$8,880
0.0% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
230
shares
|
$8,880
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
226
shares
|
$8,725
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
224
shares
|
$8,648
0.0% of portfolio
|
Q4 2023
Added 115.38%
|