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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
73,602
shares
|
$5.26 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
70,536
shares
|
$5.04 Million
0.47% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
69,293
shares
|
$4.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.55%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
65,261
shares
|
$4.67 Million
0.0% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
63,075
shares
|
$4.51 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
60,644
shares
|
$4.34 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
59,519
shares
|
$4.26 Million
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
59,001
shares
|
$4.22 Million
0.97% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
56,944
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
56,806
shares
|
$4.06 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
55,953
shares
|
$4 Million
0.18% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
55,887
shares
|
$4 Million
0.18% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
52,791
shares
|
$3.77 Million
0.0% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
51,491
shares
|
$3.68 Million
0.06% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
50,272
shares
|
$3.59 Million
0.0% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
50,249
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
48,665
shares
|
$3.48 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
42,006
shares
|
$3 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
39,719
shares
|
$2.84 Million
0.03% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
38,800
shares
|
$2.77 Million
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
37,605
shares
|
$2.69 Million
0.01% of portfolio
|
Q3 2023
Reduced 46.92%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
37,589
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2025
Added 12.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
37,325
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2025
Added 77.49%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
34,862
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Dudley & Shanley, Inc.
|
Oct 08, 2025 Q3 2025 |
32,780
shares
|
$2.34 Million
0.39% of portfolio
|
Q1 2023
New holding
|
|