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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,300
shares
|
$52,676
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,045
shares
|
$42,343
0.01% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,019
shares
|
$41,289
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
895
shares
|
$36,265
0.0% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
870
shares
|
$35,252
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
850
shares
|
$34,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
633
shares
|
$25,649
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
631
shares
|
$25,568
0.0% of portfolio
|
Q1 2024
Added 47.09%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
628
shares
|
$25,446
0.0% of portfolio
|
Q3 2024
Reduced 24.15%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
587
shares
|
$23,785
0.0% of portfolio
|
Q4 2023
Reduced 22.35%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
565
shares
|
$22,893
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
490
shares
|
$19,854
0.0% of portfolio
|
Q4 2022
Reduced 37.97%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
490
shares
|
$19,854
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
468
shares
|
$18,963
0.0% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
449
shares
|
$18,193
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Hoertkorn Richard Charles
|
Oct 22, 2024 Q3 2024 |
448
shares
|
$18,152
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
435
shares
|
$17,626
0.0% of portfolio
|
Q3 2024
Reduced 30.84%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
430
shares
|
$17,423
0.0% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
390
shares
|
$15,802
0.01% of portfolio
|
Q4 2018
Reduced 14.1%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
370
shares
|
$14,992
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
330
shares
|
$13,371
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
329
shares
|
$13,331
0.0% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
308
shares
|
$12,480
0.0% of portfolio
|
Q3 2019
Reduced 18.52%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
296
shares
|
$11,993
0.0% of portfolio
|
Q1 2022
Reduced 53.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
230
shares
|
$9,319
0.0% of portfolio
|
Q1 2024
Added 11.11%
|