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 |
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
31,635
shares
|
$2.05 Million
0.92% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
31,176
shares
|
$2.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.39%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
30,000
shares
|
$1.94 Million
0.13% of portfolio
|
Q4 2022
Reduced 13.53%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
29,986
shares
|
$1.94 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
29,936
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
29,684
shares
|
$1.92 Million
0.72% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
29,512
shares
|
$1.91 Million
0.03% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
29,213
shares
|
$1.89 Million
0.0% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
28,953
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.45%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
28,710
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
28,253
shares
|
$1.83 Million
0.97% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
28,165
shares
|
$1.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
27,618
shares
|
$1.79 Million
0.73% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
27,559
shares
|
$1.78 Million
0.1% of portfolio
|
Q1 2025
Reduced 16.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
26,715
shares
|
$1.73 Million
0.02% of portfolio
|
Q4 2024
Added 17.45%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
26,700
shares
|
$1.73 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
26,260
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.45%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
26,012
shares
|
$1.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
25,647
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
25,075
shares
|
$1.62 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
23,721
shares
|
$1.54 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
23,274
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
22,723
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
22,054
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2025
Added 94.03%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
21,678
shares
|
$1.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.21%
|