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 |
|---|---|---|---|---|---|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
230
shares
|
$9,319
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
226
shares
|
$9,157
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
224
shares
|
$9,076
0.0% of portfolio
|
Q4 2023
Added 115.38%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
223
shares
|
$9,035
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
200
shares
|
$8,104
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
196
shares
|
$7,941
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
175
shares
|
$7,091
0.0% of portfolio
|
Q1 2023
Added 0.57%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
166
shares
|
$6,726
0.0% of portfolio
|
Q1 2021
Added 3.99%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
166
shares
|
$6,726
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
149
shares
|
$6,037
0.0% of portfolio
|
Q1 2024
Added 0.68%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
140
shares
|
$5,672
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
120
shares
|
$4,862
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
115
shares
|
$4,659
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
100
shares
|
$4,052
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
78
shares
|
$3,160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
58
shares
|
$2,350
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
35
shares
|
$1,418
0.0% of portfolio
|
Q2 2024
Reduced 79.29%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
20
shares
|
$810
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
13
shares
|
$526
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
10
shares
|
$405
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
7
shares
|
$283
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6
shares
|
$243
0.0% of portfolio
|
Q3 2022
Reduced 90.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
5
shares
|
$202
0.0% of portfolio
|
Q2 2018
New holding
|