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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
1,736
shares
|
$124,124
0.0% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,692
shares
|
$120,978
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,603
shares
|
$114,614
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
1,550
shares
|
$110,825
0.09% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,516
shares
|
$108,394
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,458
shares
|
$104,247
0.0% of portfolio
|
Q3 2025
Added 174.06%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,410
shares
|
$100,815
0.0% of portfolio
|
Q1 2025
Reduced 22.1%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,350
shares
|
$96,525
0.01% of portfolio
|
Q3 2024
Added 107.69%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
1,345
shares
|
$96,167
0.03% of portfolio
|
Q1 2024
Reduced 12.55%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
1,165
shares
|
$83,297
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
1,094
shares
|
$78,221
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
1,070
shares
|
$76,505
0.0% of portfolio
|
Q3 2025
Reduced 49.84%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,050
shares
|
$75,075
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
1,032
shares
|
$73,788
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
1,002
shares
|
$71,643
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,001
shares
|
$71,571
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$71,500
0.03% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,000
shares
|
$71,500
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
980
shares
|
$70,070
0.04% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
980
shares
|
$70,070
0.01% of portfolio
|
Q4 2023
Reduced 9.26%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
946
shares
|
$67,639
0.0% of portfolio
|
Q3 2025
Added 42.04%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
943
shares
|
$67,424
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
935
shares
|
$66,852
0.0% of portfolio
|
Q3 2025
Added 28.43%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
915
shares
|
$65,422
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
913
shares
|
$65,279
0.06% of portfolio
|
Q3 2025
Added 0.77%
|
|