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 422 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $860 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
4,000
shares
|
$257,160
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
3,999
shares
|
$257,095
0.03% of portfolio
|
Q4 2024
Added 25.32%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,954
shares
|
$254,202
0.0% of portfolio
|
Q4 2024
Reduced 21.76%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
3,915
shares
|
$251,695
0.0% of portfolio
|
Q4 2024
Reduced 73.56%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
3,900
shares
|
$250,731
0.15% of portfolio
|
Q1 2023
Reduced 20.41%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,877
shares
|
$249,252
0.01% of portfolio
|
Q4 2024
Added 28.89%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
3,853
shares
|
$247,709
0.0% of portfolio
|
Q2 2024
Reduced 37.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
3,849
shares
|
$247,452
0.01% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
3,848
shares
|
$247,387
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
3,834
shares
|
$246,487
0.02% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Feb 13, 2025 Q4 2024 |
3,780
shares
|
$243,016
0.06% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
3,708
shares
|
$238,387
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
3,700
shares
|
$237,873
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,645
shares
|
$234,337
0.0% of portfolio
|
Q4 2024
Added 14.05%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
3,641
shares
|
$234,079
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,618
shares
|
$232,601
0.01% of portfolio
|
Q2 2020
Reduced 22.09%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
3,600
shares
|
$231,444
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,538
shares
|
$227,458
0.0% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
3,537
shares
|
$227,393
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
3,530
shares
|
$226,943
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,528
shares
|
$226,815
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
3,525
shares
|
$226,622
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
3,500
shares
|
$225,015
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
3,500
shares
|
$225,015
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Feb 04, 2025 Q4 2024 |
3,476
shares
|
$223,472
0.15% of portfolio
|
Q3 2024
New holding
|