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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
753
shares
|
$35,827
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
737
shares
|
$35,066
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
732
shares
|
$34,828
0.0% of portfolio
|
Q3 2025
Added 15.09%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
631
shares
|
$30,022
0.0% of portfolio
|
Q1 2024
Added 47.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
587
shares
|
$27,929
0.0% of portfolio
|
Q4 2023
Reduced 22.35%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
490
shares
|
$23,314
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
490
shares
|
$23,314
0.0% of portfolio
|
Q4 2022
Reduced 37.97%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
473
shares
|
$22,505
0.0% of portfolio
|
Q3 2025
Reduced 76.81%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
468
shares
|
$22,267
0.0% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
449
shares
|
$21,363
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Hoertkorn Richard Charles
|
Oct 27, 2025 Q3 2025 |
448
shares
|
$21,315
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
435
shares
|
$20,697
0.0% of portfolio
|
Q3 2024
Reduced 30.84%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
427
shares
|
$20,316
0.0% of portfolio
|
Q2 2025
Reduced 32.01%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
390
shares
|
$18,556
0.01% of portfolio
|
Q4 2018
Reduced 14.1%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
374
shares
|
$17,794
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
340
shares
|
$16,177
0.0% of portfolio
|
Q3 2025
Reduced 23.25%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
330
shares
|
$15,701
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
308
shares
|
$14,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
308
shares
|
$14,654
0.0% of portfolio
|
Q3 2019
Reduced 18.52%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
300
shares
|
$14,274
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
296
shares
|
$14,083
0.0% of portfolio
|
Q1 2022
Reduced 53.16%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
256
shares
|
$12,180
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
224
shares
|
$10,657
0.0% of portfolio
|
Q4 2023
Added 115.38%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
223
shares
|
$10,610
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
200
shares
|
$9,516
0.01% of portfolio
|
Q1 2023
New holding
|
|