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 |
|---|---|---|---|---|---|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
16,491
shares
|
$1.18 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Gouws Capital LLC
|
Oct 30, 2025 Q3 2025 |
16,000
shares
|
$1.14 Million
0.64% of portfolio
|
Q1 2022
Reduced 33.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
15,330
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
15,131
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,069
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 49.77%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
14,832
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.45%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
14,375
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
14,168
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
14,153
shares
|
$1.01 Million
0.17% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
13,942
shares
|
$996,853
0.05% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
13,851
shares
|
$990,346
0.0% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
13,557
shares
|
$969,325
0.0% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
13,295
shares
|
$950,592
0.0% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
13,065
shares
|
$934,147
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Nov 13, 2025 Q3 2025 |
12,959
shares
|
$926,568
0.89% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
12,934
shares
|
$924,781
0.01% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
12,625
shares
|
$902,687
0.15% of portfolio
|
Q4 2020
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
12,623
shares
|
$902,544
0.14% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
12,422
shares
|
$888,173
0.0% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
12,237
shares
|
$874,945
0.01% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,029
shares
|
$860,073
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
11,981
shares
|
$856,641
0.12% of portfolio
|
Q4 2022
Added 2.6%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
11,750
shares
|
$840,125
0.02% of portfolio
|
Q3 2025
Added 25.67%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
11,675
shares
|
$834,762
0.0% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
11,368
shares
|
$812,812
0.01% of portfolio
|
Q3 2025
Added 7.71%
|
|