Institutional Ownership Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO). We have compiled data on the 422 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $883 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,686,274
shares
|
$113 Million
0.01% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,432,868
shares
|
$96.3 Million
0.01% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
751,189
shares
|
$50.5 Million
0.01% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
750,169
shares
|
$50.4 Million
0.02% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
525,970
shares
|
$35.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
492,154
shares
|
$33.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
411,275
shares
|
$27.6 Million
0.04% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
405,324
shares
|
$27.2 Million
0.01% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
302,278
shares
|
$20.3 Million
0.01% of portfolio
|
Q3 2024
Added 159.45%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
283,581
shares
|
$19.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
240,781
shares
|
$16.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 26.95%
|
|
|
Polianta LTD
|
Jan 16, 2025 Q4 2024 |
221,600
shares
|
$14.9 Million
6.97% of portfolio
|
Q3 2021
Reduced 48.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
221,354
shares
|
$14.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
218,498
shares
|
$14.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
206,352
shares
|
$13.9 Million
4.09% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
190,491
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2024
Added 18.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
187,651
shares
|
$12.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
182,532
shares
|
$12.3 Million
7.25% of portfolio
|
Q3 2023
Added 0.82%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
125,319
shares
|
$8.42 Million
0.03% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
119,562
shares
|
$8.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
118,658
shares
|
$7.98 Million
1.64% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
115,748
shares
|
$7.78 Million
2.2% of portfolio
|
Q3 2024
Reduced 16.87%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
113,890
shares
|
$7.65 Million
3.79% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
110,989
shares
|
$7.46 Million
0.01% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
75,333
shares
|
$5.06 Million
0.03% of portfolio
|
Q4 2024
Added 3.21%
|