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 |
|---|---|---|---|---|---|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
3,388
shares
|
$242,242
0.21% of portfolio
|
Q3 2025
Reduced 25.19%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
3,323
shares
|
$237,594
0.08% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,322
shares
|
$237,523
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
3,313
shares
|
$236,879
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,302
shares
|
$236,093
0.07% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
3,302
shares
|
$236,093
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,285
shares
|
$234,877
0.0% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
3,133
shares
|
$224,009
0.01% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
3,100
shares
|
$221,650
0.0% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
3,097
shares
|
$221,435
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
3,090
shares
|
$220,935
0.0% of portfolio
|
Q3 2025
Reduced 11.03%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
3,086
shares
|
$220,649
0.05% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
3,081
shares
|
$220,291
0.09% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
3,059
shares
|
$218,718
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
3,047
shares
|
$217,860
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,034
shares
|
$216,931
0.01% of portfolio
|
Q2 2025
Reduced 32.03%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
3,003
shares
|
$214,714
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
3,000
shares
|
$214,500
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,995
shares
|
$214,142
0.03% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
2,986
shares
|
$213,499
0.03% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
2,968
shares
|
$212,212
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
2,966
shares
|
$212,069
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
2,949
shares
|
$210,853
0.02% of portfolio
|
Q3 2025
Reduced 25.13%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
2,930
shares
|
$209,495
0.01% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
2,924
shares
|
$209,066
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|