Institutional Ownership Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ). We have compiled data on the 659 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $8.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
29,222
shares
|
$2.07 Million
0.39% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
29,221
shares
|
$2.07 Million
0.75% of portfolio
|
Q1 2025
Added 502.12%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
28,972
shares
|
$2.05 Million
0.25% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
28,811
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2022
Added 2.92%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
28,563
shares
|
$2.03 Million
0.05% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
28,540
shares
|
$2.02 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
28,078
shares
|
$1.99 Million
0.1% of portfolio
|
Q3 2022
Reduced 8.43%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
27,457
shares
|
$1.95 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
27,269
shares
|
$1.93 Million
0.97% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
27,060
shares
|
$1.92 Million
0.59% of portfolio
|
Q1 2025
Reduced 30.22%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
26,991
shares
|
$1.91 Million
0.09% of portfolio
|
Q1 2025
Added 19.11%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
25,936
shares
|
$1.84 Million
1.07% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
25,524
shares
|
$1.81 Million
1.19% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
25,440
shares
|
$1.8 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
25,019
shares
|
$1.77 Million
0.96% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
24,787
shares
|
$1.76 Million
0.14% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
24,772
shares
|
$1.76 Million
0.16% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
24,688
shares
|
$1.75 Million
0.09% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
24,651
shares
|
$1.75 Million
0.56% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
24,351
shares
|
$1.73 Million
0.09% of portfolio
|
Q1 2025
Added 69.06%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
24,286
shares
|
$1.72 Million
1.22% of portfolio
|
Q1 2025
Added 29.0%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
24,241
shares
|
$1.72 Million
0.75% of portfolio
|
Q1 2025
Added 58.05%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
23,922
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 62.19%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
23,615
shares
|
$1.68 Million
0.14% of portfolio
|
Q4 2024
Added 151.68%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
23,424
shares
|
$1.66 Million
0.08% of portfolio
|
Q1 2025
Added 0.09%
|