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 |
|---|---|---|---|---|---|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
132
shares
|
$9,438
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
115
shares
|
$8,222
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
111
shares
|
$7,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
107
shares
|
$7,650
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
104
shares
|
$7,436
0.0% of portfolio
|
Q2 2024
Added 173.68%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
101
shares
|
$7,221
0.01% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
100
shares
|
$7,150
0.0% of portfolio
|
Q1 2025
Reduced 73.96%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
100
shares
|
$7,150
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
100
shares
|
$7,150
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
100
shares
|
$7,150
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
100
shares
|
$7,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
86
shares
|
$6,149
0.0% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
80
shares
|
$5,720
0.0% of portfolio
|
Q2 2025
Added 77.78%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
75
shares
|
$5,362
0.0% of portfolio
|
Q1 2025
Reduced 34.78%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
70
shares
|
$5,005
3.59% of portfolio
|
Q3 2025
Added 131122.86%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
70
shares
|
$5,005
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
70
shares
|
$5,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
52
shares
|
$3,718
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
41
shares
|
$2,931
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
40
shares
|
$2,860
0.0% of portfolio
|
Q2 2025
Reduced 66.1%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
35
shares
|
$2,502
0.0% of portfolio
|
Q4 2022
Added 150.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
33
shares
|
$2,359
0.0% of portfolio
|
Q1 2023
Reduced 73.6%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
18
shares
|
$1,287
0.0% of portfolio
|
Q4 2024
Added 260.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
17
shares
|
$1,215
0.0% of portfolio
|
Q3 2025
Reduced 85.47%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
12
shares
|
$858
0.0% of portfolio
|
Q2 2025
New holding
|
|