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 |
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
11,543
shares
|
$747,640
0.6% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
11,335
shares
|
$734,167
0.44% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
11,253
shares
|
$728,856
0.17% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
11,208
shares
|
$725,942
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
11,002
shares
|
$712,599
0.0% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
10,363
shares
|
$671,211
0.0% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
10,074
shares
|
$652,492
0.02% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
9,918
shares
|
$642,388
0.13% of portfolio
|
Q1 2025
Added 82.28%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
9,708
shares
|
$628,787
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
9,666
shares
|
$626,066
0.0% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,657
shares
|
$625,483
0.02% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
9,641
shares
|
$624,447
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
9,414
shares
|
$609,744
0.3% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,330
shares
|
$604,304
0.05% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
9,181
shares
|
$594,653
0.01% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
9,000
shares
|
$582,930
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
8,992
shares
|
$582,411
0.02% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
8,924
shares
|
$578,007
0.04% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
8,911
shares
|
$577,165
0.02% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,645
shares
|
$559,936
0.0% of portfolio
|
Q3 2022
Added 10.37%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
8,641
shares
|
$559,677
0.0% of portfolio
|
Q1 2024
Added 137.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
8,400
shares
|
$544,068
0.02% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8,266
shares
|
$535,388
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
8,239
shares
|
$533,640
0.01% of portfolio
|
Q1 2025
Added 449.27%
|
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
7,835
shares
|
$507,472
0.42% of portfolio
|
Q4 2024
Reduced 2.39%
|