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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
257
shares
|
$18,375
0.0% of portfolio
|
Q3 2021
Added 28.5%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
254
shares
|
$18,161
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
253
shares
|
$18,089
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
248
shares
|
$17,732
0.0% of portfolio
|
Q2 2017
Reduced 43.76%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
242
shares
|
$17,303
0.01% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
240
shares
|
$17,160
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
234
shares
|
$16,731
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
229
shares
|
$16,373
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
228
shares
|
$16,302
0.01% of portfolio
|
Q3 2022
Added 42.5%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
226
shares
|
$16,159
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
221
shares
|
$15,801
0.0% of portfolio
|
Q1 2025
Reduced 34.23%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
215
shares
|
$15,372
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
210
shares
|
$15,015
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
206
shares
|
$14,729
0.0% of portfolio
|
Q2 2024
Reduced 26.43%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
206
shares
|
$14,729
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
203
shares
|
$14,514
0.0% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
200
shares
|
$14,300
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
200
shares
|
$14,300
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
175
shares
|
$12,512
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
164
shares
|
$11,726
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
150
shares
|
$10,725
0.01% of portfolio
|
Q2 2024
Reduced 40.24%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$10,725
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
145
shares
|
$10,367
0.0% of portfolio
|
Q1 2024
Added 47.96%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
137
shares
|
$9,795
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
137
shares
|
$9,795
0.0% of portfolio
|
Q4 2022
New holding
|
|