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 416 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 $867 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 |
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
75,146
shares
|
$4.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
72,130
shares
|
$4.67 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
64,675
shares
|
$4.19 Million
1.06% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
64,674
shares
|
$4.19 Million
0.49% of portfolio
|
Q1 2025
Added 6246.81%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
62,091
shares
|
$4.02 Million
0.2% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
61,887
shares
|
$4.01 Million
0.21% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
61,115
shares
|
$3.96 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
60,941
shares
|
$3.95 Million
0.0% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
60,702
shares
|
$3.93 Million
1.21% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
60,246
shares
|
$3.9 Million
0.98% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
58,216
shares
|
$3.77 Million
0.01% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
54,971
shares
|
$3.56 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
52,838
shares
|
$3.42 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
51,449
shares
|
$3.33 Million
0.01% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
49,672
shares
|
$3.22 Million
0.02% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
44,365
shares
|
$2.87 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
44,281
shares
|
$2.87 Million
0.09% of portfolio
|
Q1 2025
Added 24.92%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
43,348
shares
|
$2.81 Million
0.0% of portfolio
|
Q1 2025
Added 33.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
41,141
shares
|
$2.66 Million
0.03% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
38,800
shares
|
$2.51 Million
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
37,605
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2023
Reduced 46.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
37,583
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.18%
|
|
|
Dudley & Shanley, Inc.
|
Apr 09, 2025 Q1 2025 |
32,780
shares
|
$2.12 Million
0.35% of portfolio
|
Q1 2023
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
32,034
shares
|
$2.07 Million
0.07% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
31,862
shares
|
$2.06 Million
0.16% of portfolio
|
Q1 2024
Reduced 37.7%
|