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 |
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
21,343
shares
|
$1.38 Million
0.56% of portfolio
|
Q4 2024
Added 0.04%
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
21,157
shares
|
$1.37 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
20,864
shares
|
$1.35 Million
0.15% of portfolio
|
Q3 2022
Reduced 1.65%
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
20,855
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Added 4.17%
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
20,162
shares
|
$1.31 Million
0.71% of portfolio
|
Q1 2024
Reduced 48.65%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
19,907
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Added 5.14%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
19,265
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
18,972
shares
|
$1.23 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
18,806
shares
|
$1.22 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
18,680
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 49.63%
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
18,479
shares
|
$1.2 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
18,156
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Added 107.14%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,752
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.3%
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
17,750
shares
|
$1.15 Million
0.85% of portfolio
|
Q1 2025
Added 1.81%
|
|
Fox Hill Wealth Management
Dedham, MA |
Feb 10, 2025 Q4 2024 |
17,734
shares
|
$1.15 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
17,653
shares
|
$1.14 Million
0.14% of portfolio
|
Q1 2025
Added 23.24%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
17,034
shares
|
$1.1 Million
0.23% of portfolio
|
Q2 2024
Reduced 15.27%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
16,794
shares
|
$1.09 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
16,530
shares
|
$1.07 Million
0.33% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
16,290
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
16,127
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
16,100
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 0.26%
|
|
Gouws Capital LLC
|
Feb 06, 2025 Q4 2024 |
16,000
shares
|
$1.04 Million
0.72% of portfolio
|
Q1 2022
Reduced 33.33%
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
15,759
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 7.75%
|
|
Mc Ginn Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
15,709
shares
|
$1.02 Million
0.66% of portfolio
|
Q1 2025
New holding
|