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 |
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
5,850
shares
|
$378,904
0.01% of portfolio
|
Q4 2023
Reduced 7.87%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
5,760
shares
|
$373,075
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,626
shares
|
$364,396
0.0% of portfolio
|
Q4 2024
Reduced 14.93%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
5,575
shares
|
$361,092
0.01% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
5,535
shares
|
$358,501
0.02% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
5,469
shares
|
$354,227
0.21% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,356
shares
|
$346,908
0.0% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
5,346
shares
|
$346,260
0.01% of portfolio
|
Q1 2025
Added 178.29%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
5,295
shares
|
$342,957
0.01% of portfolio
|
Q4 2024
Added 53.48%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
5,276
shares
|
$341,726
0.03% of portfolio
|
Q1 2025
Added 365.67%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5,227
shares
|
$338,552
0.02% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
5,220
shares
|
$338,099
0.04% of portfolio
|
Q2 2023
Reduced 16.08%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,218
shares
|
$337,969
0.08% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
5,140
shares
|
$332,917
0.01% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,040
shares
|
$326,440
0.01% of portfolio
|
Q1 2023
Reduced 33.4%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
4,935
shares
|
$319,639
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
4,909
shares
|
$317,955
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Lpwm LLC
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
4,875
shares
|
$315,753
0.1% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
4,783
shares
|
$309,794
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,782
shares
|
$309,730
0.13% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
4,772
shares
|
$309,082
0.1% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
4,768
shares
|
$308,823
0.01% of portfolio
|
Q1 2025
Added 23.88%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
4,750
shares
|
$307,657
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
4,740
shares
|
$307,009
0.0% of portfolio
|
Q4 2024
Reduced 59.9%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
4,708
shares
|
$304,937
0.03% of portfolio
|
Q4 2023
New holding
|