Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.35K- 2.04% |
$88.6K - $97.1K
|
64.7K
$4.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.66K- 6.8% |
$109K - $120K
|
22.7K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.72K- 26.94% |
$113K - $124K
|
4.66K
$314K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.77K- 1.46% |
$117K - $128K
|
120K
$8.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.14K- 9.98% |
$140K - $154K
|
19.3K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.24K- 63.7% |
$147K - $161K
|
1.28K
$85.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.32K- 7.22% |
$152K - $167K
|
29.8K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.54K- 99.92% |
$167K - $183K
|
2
$135
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.9K- 1.52% |
$190K - $209K
|
188K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.71K- 17.3% |
$244K - $268K
|
17.8K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-4.02K- 3.41% |
$264K - $290K
|
114K
$7.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.5K- 14.08% |
$296K - $324K
|
27.4K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.55K- 49.4% |
$365K - $400K
|
5.68K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.76K- 11.49% |
$379K - $415K
|
44.4K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.08K- 59.9% |
$466K - $511K
|
4.74K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.24K- 3.15% |
$608K - $666K
|
284K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-9.52K- 1.9% |
$626K - $686K
|
492K
$33.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.6K- 12.33% |
$695K - $762K
|
75.1K
$5.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.9K- 73.56% |
$717K - $786K
|
3.92K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.4K- 46.42% |
$750K - $823K
|
13.2K
$887K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-11.5K- 14.39% |
$755K - $828K
|
68.2K
$4.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-12.1K- 26.95% |
$796K - $873K
|
32.8K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.7K- 25.18% |
$832K - $913K
|
37.6K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13K- 5.6% |
$853K - $936K
|
218K
$14.7M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-14.9K- 11.14% |
$979K - $1.07M
|
119K
$8M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.8K- 83.71% |
$1.04M - $1.14M
|
3.07K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.7K- 31.68% |
$1.1M - $1.2M
|
36K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-25.1K- 28.76% |
$1.65M - $1.81M
|
62.1K
$4.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.7K- 46.03% |
$1.82M - $2M
|
32.5K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-33K- 82.67% |
$2.17M - $2.38M
|
6.92K
$466K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-88.8K- 26.95% |
$5.84M - $6.41M
|
241K
$16.2M
|