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 |
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
7,714
shares
|
$499,635
0.01% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
7,560
shares
|
$489,661
0.07% of portfolio
|
Q1 2025
Reduced 16.51%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
7,498
shares
|
$485,645
0.29% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
7,481
shares
|
$484,544
0.01% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
7,480
shares
|
$484,479
0.07% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
7,270
shares
|
$470,877
0.04% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
7,200
shares
|
$466,344
0.17% of portfolio
|
Q1 2022
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
7,171
shares
|
$464,465
0.01% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
7,138
shares
|
$462,328
0.04% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
7,131
shares
|
$461,874
0.05% of portfolio
|
Q4 2023
Reduced 6.33%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
6,981
shares
|
$452,159
0.0% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
6,933
shares
|
$449,050
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
6,916
shares
|
$447,949
0.0% of portfolio
|
Q4 2024
Reduced 82.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
6,832
shares
|
$442,508
0.01% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
6,680
shares
|
$432,663
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
6,655
shares
|
$431,044
0.02% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
6,650
shares
|
$430,720
0.0% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
6,635
shares
|
$429,748
0.1% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
6,582
shares
|
$426,316
0.01% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
6,373
shares
|
$412,779
0.02% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
6,281
shares
|
$406,820
0.0% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
6,196
shares
|
$401,314
0.05% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
6,033
shares
|
$390,757
0.0% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
5,955
shares
|
$385,705
0.01% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
5,917
shares
|
$383,244
0.03% of portfolio
|
Q4 2022
Added 0.71%
|