Institutional Ownership Invesco ETF Tr Ii Invesco Phlx (SOXQ)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Invesco Phlx (SOXQ). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 2.37 Million shares, which have been reported (via 13F filing form) to have a value of $92.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
18,627
shares
|
$728,501
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
18,226
shares
|
$712,818
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,945
shares
|
$584,498
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
14,896
shares
|
$582,582
0.0% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
14,687
shares
|
$574,408
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
14,353
shares
|
$561,345
0.0% of portfolio
|
Q1 2025
Added 14.97%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
12,500
shares
|
$488,875
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
12,489
shares
|
$488,444
0.01% of portfolio
|
Q1 2025
Reduced 39.7%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
11,922
shares
|
$466,269
0.0% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
10,749
shares
|
$420,393
0.0% of portfolio
|
Q1 2025
Reduced 63.29%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
10,052
shares
|
$393,133
0.2% of portfolio
|
Q1 2025
Added 38.51%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
10,021
shares
|
$391,921
0.0% of portfolio
|
Q1 2025
Reduced 84.48%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
9,852
shares
|
$385,311
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
9,852
shares
|
$385,311
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
9,742
shares
|
$381,009
0.02% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,973
shares
|
$311,824
0.01% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
6,755
shares
|
$264,188
0.05% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
6,380
shares
|
$249,521
0.02% of portfolio
|
Q3 2024
Added 1570.16%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,160
shares
|
$240,917
0.0% of portfolio
|
Q1 2025
Reduced 93.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
6,039
shares
|
$236,185
0.0% of portfolio
|
Q1 2025
Reduced 29.27%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
5,518
shares
|
$215,808
0.02% of portfolio
|
Q4 2024
Added 49.54%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
5,073
shares
|
$198,405
0.01% of portfolio
|
Q1 2025
Reduced 79.32%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
2,855
shares
|
$111,659
0.04% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,786
shares
|
$108,960
0.0% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,766
shares
|
$108,178
0.0% of portfolio
|
Q1 2025
Added 6.71%
|