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 |
|---|---|---|---|---|---|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
2,909
shares
|
$207,993
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
2,891
shares
|
$206,706
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,890
shares
|
$206,635
0.0% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 20, 2025 Q3 2025 |
2,844
shares
|
$203,346
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,820
shares
|
$201,630
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
2,718
shares
|
$194,337
0.0% of portfolio
|
Q3 2025
Reduced 28.94%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,700
shares
|
$193,050
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,700
shares
|
$193,050
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
2,700
shares
|
$193,050
0.06% of portfolio
|
Q3 2025
Added 86.21%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
2,600
shares
|
$185,900
0.06% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,370
shares
|
$169,455
0.01% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
2,298
shares
|
$164,307
0.01% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
2,188
shares
|
$156,442
0.01% of portfolio
|
Q3 2025
Reduced 31.3%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
2,185
shares
|
$156,227
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
2,128
shares
|
$152,152
0.01% of portfolio
|
Q3 2022
Added 303.03%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,095
shares
|
$149,792
0.0% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,070
shares
|
$148,005
0.0% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
2,018
shares
|
$144,287
0.02% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
1,975
shares
|
$141,212
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,960
shares
|
$140,140
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,824
shares
|
$130,416
0.0% of portfolio
|
Q3 2025
Added 20.71%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,800
shares
|
$128,700
0.01% of portfolio
|
Q4 2023
Added 59900.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,792
shares
|
$128,128
0.01% of portfolio
|
Q3 2025
Reduced 61.92%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
1,774
shares
|
$126,841
0.04% of portfolio
|
Q1 2025
Reduced 18.96%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
1,746
shares
|
$124,839
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|