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 421 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 $852 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
1,004
shares
|
$64,597
0.03% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
1,002
shares
|
$64,468
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,000
shares
|
$64,340
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
1,000
shares
|
$64,340
0.03% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
980
shares
|
$63,053
0.05% of portfolio
|
Q2 2024
Added 250.0%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
980
shares
|
$63,053
0.01% of portfolio
|
Q4 2023
Reduced 9.26%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
966
shares
|
$62,152
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
943
shares
|
$60,672
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
915
shares
|
$58,871
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
893
shares
|
$57,455
0.06% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
800
shares
|
$51,472
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
800
shares
|
$51,472
0.02% of portfolio
|
Q1 2023
Reduced 11.11%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
765
shares
|
$49,220
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
756
shares
|
$48,641
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
755
shares
|
$48,576
0.14% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
732
shares
|
$47,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
728
shares
|
$46,839
0.0% of portfolio
|
Q4 2024
Added 181.08%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
725
shares
|
$46,646
0.0% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
710
shares
|
$45,681
0.03% of portfolio
|
Q4 2024
Reduced 41.32%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
703
shares
|
$45,231
0.02% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
680
shares
|
$43,751
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
666
shares
|
$42,850
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
631
shares
|
$40,598
0.0% of portfolio
|
Q4 2020
Reduced 38.2%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
623
shares
|
$40,083
0.03% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
600
shares
|
$38,604
0.02% of portfolio
|
Q4 2023
New holding
|