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 423 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $821 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
32,103
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
31,937
shares
|
$2.06 Million
0.85% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
31,876
shares
|
$2.06 Million
0.08% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
31,862
shares
|
$2.06 Million
0.16% of portfolio
|
Q1 2024
Reduced 37.7%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
31,301
shares
|
$2.02 Million
0.84% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
30,398
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Added 68.78%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
30,126
shares
|
$1.94 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
30,000
shares
|
$1.94 Million
0.14% of portfolio
|
Q4 2022
Reduced 13.53%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
29,111
shares
|
$1.88 Million
1.05% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
28,704
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
28,480
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
27,964
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
27,954
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
27,365
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
26,700
shares
|
$1.72 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
25,122
shares
|
$1.62 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
24,886
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 15.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
24,570
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
24,387
shares
|
$1.57 Million
0.22% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
24,382
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2024
Added 4.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
22,746
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
22,492
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
21,944
shares
|
$1.42 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,466
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.57%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
21,400
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Added 8.08%
|