Institutional Ownership Invesco ETF Tr Invesco Msci Su (ERTH)
This table provides information about the institutional ownership of Invesco ETF Tr Invesco Msci Su (ERTH). We have compiled data on the 96 institutions that hold shares in the stock, with a total of 717,281 shares, which have been reported (via 13F filing form) to have a value of $34.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,732
shares
|
$272,728
0.0% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
5,706
shares
|
$271,491
0.0% of portfolio
|
Q3 2025
Added 42.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,439
shares
|
$258,787
0.0% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
5,185
shares
|
$246,702
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
5,064
shares
|
$240,945
0.17% of portfolio
|
Q3 2023
Added 0.16%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
5,003
shares
|
$238,042
0.0% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
4,752
shares
|
$226,100
0.0% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,507
shares
|
$214,443
0.03% of portfolio
|
Q3 2025
Reduced 13.81%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
4,290
shares
|
$204,118
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
4,241
shares
|
$201,786
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
4,187
shares
|
$199,217
0.0% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
3,950
shares
|
$187,941
0.12% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
3,556
shares
|
$169,194
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,075
shares
|
$146,308
0.0% of portfolio
|
Q3 2025
Reduced 65.04%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2,459
shares
|
$116,999
0.0% of portfolio
|
Q1 2021
Reduced 8.93%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,330
shares
|
$110,861
0.0% of portfolio
|
Q3 2025
Reduced 16.04%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
2,238
shares
|
$106,484
0.05% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
1,587
shares
|
$75,509
0.03% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,328
shares
|
$63,186
0.0% of portfolio
|
Q3 2025
Reduced 25.18%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,300
shares
|
$61,854
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
1,035
shares
|
$49,245
0.01% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,019
shares
|
$48,484
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
937
shares
|
$44,582
0.0% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
870
shares
|
$41,394
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
850
shares
|
$40,443
0.0% of portfolio
|
Q4 2024
New holding
|
|