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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
12,500
shares
|
$886,625
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
12,400
shares
|
$879,532
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
12,397
shares
|
$879,319
0.95% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
12,301
shares
|
$872,509
0.09% of portfolio
|
Q1 2025
Added 18.84%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
12,248
shares
|
$868,750
0.18% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
12,227
shares
|
$867,261
0.25% of portfolio
|
Q1 2025
Added 95.63%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
12,083
shares
|
$857,047
0.01% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
12,050
shares
|
$854,706
0.31% of portfolio
|
Q2 2024
Reduced 11.4%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
12,035
shares
|
$853,642
0.09% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
11,923
shares
|
$845,698
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
11,796
shares
|
$836,690
0.01% of portfolio
|
Q1 2025
Added 123.88%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
11,555
shares
|
$819,596
0.67% of portfolio
|
Q2 2024
Added 34.38%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
11,445
shares
|
$811,793
0.07% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
11,390
shares
|
$807,892
0.1% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
11,165
shares
|
$791,933
0.3% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
11,038
shares
|
$782,925
0.12% of portfolio
|
Q1 2025
Reduced 16.79%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
10,975
shares
|
$778,456
0.57% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
10,892
shares
|
$772,569
0.11% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
10,775
shares
|
$764,270
0.0% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
10,771
shares
|
$763,987
0.47% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Apr 30, 2025 Q1 2025 |
10,744
shares
|
$762,071
0.7% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
10,505
shares
|
$745,119
0.01% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
10,447
shares
|
$741,005
0.12% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
10,339
shares
|
$733,345
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
10,290
shares
|
$729,869
0.62% of portfolio
|
Q1 2025
Added 73.64%
|