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 432 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $946 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
4,033
shares
|
$288,359
0.03% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$286,000
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
3,990
shares
|
$285,285
0.0% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,955
shares
|
$282,782
0.07% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
John G Ullman & Associates Inc
|
Nov 05, 2025 Q3 2025 |
3,920
shares
|
$280,280
0.04% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
3,909
shares
|
$279,493
0.0% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
3,900
shares
|
$278,850
0.15% of portfolio
|
Q1 2023
Reduced 20.41%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
3,850
shares
|
$275,275
0.0% of portfolio
|
Q3 2025
Added 18.46%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,716
shares
|
$265,694
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
3,708
shares
|
$265,122
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
3,697
shares
|
$264,335
0.0% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
3,689
shares
|
$263,763
0.12% of portfolio
|
Q3 2025
Reduced 16.43%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,618
shares
|
$258,687
0.01% of portfolio
|
Q2 2020
Reduced 22.09%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
3,600
shares
|
$257,400
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
3,577
shares
|
$255,755
0.01% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,538
shares
|
$252,967
0.0% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
3,533
shares
|
$252,609
0.03% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
3,530
shares
|
$252,395
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
3,525
shares
|
$252,037
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
3,516
shares
|
$251,394
0.01% of portfolio
|
Q3 2025
Added 21.37%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
3,500
shares
|
$250,250
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
3,500
shares
|
$250,250
0.01% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
3,476
shares
|
$248,534
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,428
shares
|
$245,102
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
3,392
shares
|
$242,528
0.05% of portfolio
|
Q3 2025
Reduced 40.55%
|
|