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 |
|---|---|---|---|---|---|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
11,335
shares
|
$810,452
0.45% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
11,265
shares
|
$805,447
0.09% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
11,253
shares
|
$804,589
0.17% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
11,147
shares
|
$797,010
0.01% of portfolio
|
Q3 2025
Reduced 16.72%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
10,500
shares
|
$750,750
0.01% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
10,444
shares
|
$746,746
0.0% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
10,397
shares
|
$743,385
0.0% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
10,389
shares
|
$742,813
0.11% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
10,086
shares
|
$721,149
0.21% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
9,708
shares
|
$694,122
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
9,630
shares
|
$688,545
0.01% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
9,536
shares
|
$681,824
0.02% of portfolio
|
Q3 2025
Added 13.2%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
9,441
shares
|
$675,031
0.29% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
9,329
shares
|
$667,023
0.01% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
9,000
shares
|
$643,500
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,891
shares
|
$635,706
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,645
shares
|
$618,117
0.0% of portfolio
|
Q3 2022
Added 10.37%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
8,641
shares
|
$617,831
0.0% of portfolio
|
Q2 2025
Added 40.71%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
8,523
shares
|
$609,394
0.26% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
8,232
shares
|
$588,588
0.03% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
8,231
shares
|
$588,516
0.16% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
8,144
shares
|
$582,296
0.04% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
7,995
shares
|
$571,642
0.05% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
7,954
shares
|
$568,711
0.41% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
7,835
shares
|
$560,202
0.35% of portfolio
|
Q4 2024
Reduced 2.39%
|
|