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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
425
shares
|
$30,387
0.0% of portfolio
|
Q3 2023
Reduced 68.4%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
424
shares
|
$30,316
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
420
shares
|
$30,030
0.0% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
413
shares
|
$29,529
0.0% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
411
shares
|
$29,386
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
407
shares
|
$29,100
0.0% of portfolio
|
Q1 2025
Reduced 98.45%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
400
shares
|
$28,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
400
shares
|
$28,600
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
387
shares
|
$27,670
0.01% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
387
shares
|
$27,670
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
385
shares
|
$27,527
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
377
shares
|
$26,955
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
361
shares
|
$25,811
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
353
shares
|
$25,239
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
350
shares
|
$25,025
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
325
shares
|
$23,237
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
325
shares
|
$23,237
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
320
shares
|
$22,880
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
300
shares
|
$21,450
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
300
shares
|
$21,450
0.0% of portfolio
|
Q1 2023
Reduced 9.09%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
296
shares
|
$21,164
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
291
shares
|
$20,806
0.0% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
276
shares
|
$19,734
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
273
shares
|
$19,519
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
264
shares
|
$18,876
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|