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 |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
5,828
shares
|
$416,702
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
5,760
shares
|
$411,840
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,749
shares
|
$411,053
0.0% of portfolio
|
Q3 2025
Added 66.35%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,729
shares
|
$409,623
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
5,719
shares
|
$408,908
0.12% of portfolio
|
Q3 2025
Reduced 16.25%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
5,640
shares
|
$403,260
0.08% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
5,596
shares
|
$400,114
0.01% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
5,575
shares
|
$398,612
0.01% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,559
shares
|
$397,468
0.0% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
5,483
shares
|
$392,034
0.11% of portfolio
|
Q3 2025
Added 12.47%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
5,417
shares
|
$387,315
0.03% of portfolio
|
Q3 2025
Reduced 15.62%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,356
shares
|
$382,954
0.0% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
5,347
shares
|
$382,310
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,335
shares
|
$381,452
0.02% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
5,303
shares
|
$379,164
0.03% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
5,248
shares
|
$375,232
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
5,216
shares
|
$372,944
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,212
shares
|
$372,658
0.04% of portfolio
|
Q2 2025
Added 23.89%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
5,157
shares
|
$368,725
0.22% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,040
shares
|
$360,360
0.01% of portfolio
|
Q1 2023
Reduced 33.4%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
5,010
shares
|
$358,215
0.03% of portfolio
|
Q3 2025
Reduced 62.84%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
4,909
shares
|
$350,993
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
4,789
shares
|
$342,413
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
4,750
shares
|
$339,625
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
4,708
shares
|
$336,622
0.03% of portfolio
|
Q4 2023
New holding
|
|