Institutional Ownership Invesco Exchange Traded Fd Tr (SPGP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPGP). We have compiled data on the 342 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,340,525
shares
|
$360 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,241,807
shares
|
$241 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,449,956
shares
|
$156 Million
0.06% of portfolio
|
Q1 2025
Reduced 13.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,398,397
shares
|
$151 Million
0.2% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,169,884
shares
|
$126 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
590,258
shares
|
$63.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
587,875
shares
|
$63.3 Million
0.01% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
545,151
shares
|
$58.7 Million
0.21% of portfolio
|
Q2 2025
Reduced 45.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
428,511
shares
|
$46.1 Million
0.03% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
391,641
shares
|
$42.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
359,303
shares
|
$38.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
346,178
shares
|
$37.3 Million
4.97% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
218,182
shares
|
$23.5 Million
0.05% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
215,392
shares
|
$23.2 Million
1.42% of portfolio
|
Q2 2025
Reduced 26.66%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
199,700
shares
|
$21.5 Million
3.07% of portfolio
|
Q2 2025
Reduced 19.09%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
192,261
shares
|
$20.7 Million
2.51% of portfolio
|
Q1 2025
Reduced 61.12%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
186,454
shares
|
$20.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Aug 08, 2025 Q2 2025 |
185,634
shares
|
$20 Million
19.69% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
182,430
shares
|
$19.6 Million
0.47% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
181,620
shares
|
$19.6 Million
0.51% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
176,543
shares
|
$19 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
168,419
shares
|
$18.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.41%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
163,037
shares
|
$17.6 Million
2.48% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
143,220
shares
|
$15.4 Million
1.56% of portfolio
|
Q2 2025
Reduced 37.8%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
142,405
shares
|
$15.3 Million
5.29% of portfolio
|
Q2 2025
Reduced 1.13%
|