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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
14,484
shares
|
$1.03 Million
0.17% of portfolio
|
Q1 2025
Added 28.09%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
14,272
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
14,200
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2023
Reduced 33.02%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
14,145
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
14,066
shares
|
$997,701
0.41% of portfolio
|
Q1 2025
Added 269.77%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
13,985
shares
|
$991,956
0.08% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
13,906
shares
|
$986,352
0.04% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
13,898
shares
|
$985,785
0.63% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
13,361
shares
|
$947,695
0.03% of portfolio
|
Q1 2025
Added 85.47%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
13,300
shares
|
$943,369
0.54% of portfolio
|
Q1 2025
Added 266.39%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
13,216
shares
|
$937,410
0.76% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
13,195
shares
|
$935,921
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
13,169
shares
|
$934,077
0.02% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
13,169
shares
|
$934,077
0.04% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Apr 10, 2025 Q1 2025 |
13,090
shares
|
$928,473
0.17% of portfolio
|
Q2 2024
Reduced 7.1%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
13,031
shares
|
$924,288
0.02% of portfolio
|
Q1 2025
Added 114.47%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
13,030
shares
|
$924,217
0.29% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
12,914
shares
|
$915,990
0.09% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
12,891
shares
|
$914,358
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
12,736
shares
|
$903,364
0.28% of portfolio
|
Q4 2023
Reduced 13.78%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
12,722
shares
|
$902,371
0.41% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
12,681
shares
|
$899,463
0.1% of portfolio
|
Q2 2023
Added 17.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
12,667
shares
|
$898,470
0.0% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
12,653
shares
|
$897,477
0.01% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
12,556
shares
|
$890,597
0.04% of portfolio
|
Q1 2025
Reduced 36.99%
|