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 |
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
223
shares
|
$8,610
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
200
shares
|
$7,722
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
196
shares
|
$7,567
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
175
shares
|
$6,756
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
175
shares
|
$6,756
0.0% of portfolio
|
Q1 2023
Added 0.57%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
166
shares
|
$6,409
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
166
shares
|
$6,409
0.0% of portfolio
|
Q1 2021
Added 3.99%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
161
shares
|
$6,216
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
154
shares
|
$5,945
0.0% of portfolio
|
Q4 2024
Reduced 53.19%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
149
shares
|
$5,752
0.0% of portfolio
|
Q1 2024
Added 0.68%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
140
shares
|
$5,405
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
120
shares
|
$4,633
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
115
shares
|
$4,440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
100
shares
|
$3,861
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
58
shares
|
$2,239
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
35
shares
|
$1,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
35
shares
|
$1,351
0.0% of portfolio
|
Q2 2024
Reduced 79.29%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
20
shares
|
$772
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
13
shares
|
$501
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
10
shares
|
$386
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
7
shares
|
$270
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6
shares
|
$231
0.0% of portfolio
|
Q3 2022
Reduced 90.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5
shares
|
$193
0.0% of portfolio
|
Q2 2018
New holding
|