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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
32,497
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
32,328
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
32,042
shares
|
$2.29 Million
0.07% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
31,862
shares
|
$2.28 Million
0.16% of portfolio
|
Q1 2024
Reduced 37.7%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
30,749
shares
|
$2.2 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
30,127
shares
|
$2.15 Million
0.05% of portfolio
|
Q2 2025
Reduced 26.77%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
28,714
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2025
Added 21.67%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
28,355
shares
|
$2.03 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
27,976
shares
|
$2 Million
0.66% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
27,871
shares
|
$1.99 Million
0.88% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
27,666
shares
|
$1.98 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
27,649
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
27,359
shares
|
$1.96 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
27,251
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
27,052
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
26,700
shares
|
$1.91 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
26,520
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
26,150
shares
|
$1.87 Million
0.1% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
25,631
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 23.45%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
25,075
shares
|
$1.79 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
25,056
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.33%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
24,943
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
23,297
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2025
Added 46.79%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
23,220
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
23,028
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Added 3.48%
|
|