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 415 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $869 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 |
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
164
shares
|
$10,622
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$9,715
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
150
shares
|
$9,715
0.01% of portfolio
|
Q2 2024
Reduced 40.24%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
145
shares
|
$9,391
0.0% of portfolio
|
Q1 2024
Added 47.96%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
143
shares
|
$9,262
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
137
shares
|
$8,873
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
137
shares
|
$8,873
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
118
shares
|
$7,642
0.0% of portfolio
|
Q3 2024
Reduced 70.94%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
117
shares
|
$7,578
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
115
shares
|
$7,448
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
111
shares
|
$7,189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
107
shares
|
$6,930
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
107
shares
|
$6,930
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
104
shares
|
$6,736
0.0% of portfolio
|
Q2 2024
Added 173.68%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
101
shares
|
$6,541
0.01% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
100
shares
|
$6,477
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
100
shares
|
$6,477
0.0% of portfolio
|
Q1 2025
Reduced 73.96%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$6,477
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
86
shares
|
$5,570
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
83
shares
|
$5,375
0.0% of portfolio
|
Q2 2022
Added 151.52%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
81
shares
|
$5,246
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
75
shares
|
$4,857
0.0% of portfolio
|
Q1 2025
Reduced 34.78%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
70
shares
|
$4,533
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
70
shares
|
$4,533
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
52
shares
|
$3,368
0.0% of portfolio
|
Q2 2024
New holding
|