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 704 institutions that hold shares in the stock, with a total of 131 Million shares, which have been reported (via 13F filing form) to have a value of $9.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
12,699
shares
|
$927,407
0.39% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
12,681
shares
|
$926,093
0.1% of portfolio
|
Q2 2023
Added 17.04%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
12,468
shares
|
$910,538
0.04% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12,419
shares
|
$906,959
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
12,287
shares
|
$897,319
0.02% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
12,277
shares
|
$896,589
0.04% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
12,237
shares
|
$893,668
0.08% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
12,050
shares
|
$880,011
0.31% of portfolio
|
Q2 2024
Reduced 11.4%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
12,035
shares
|
$878,916
0.09% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
12,001
shares
|
$876,433
0.59% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
11,923
shares
|
$870,736
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,882
shares
|
$867,742
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
11,834
shares
|
$864,237
0.1% of portfolio
|
Q2 2025
Reduced 40.81%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
11,674
shares
|
$852,552
0.14% of portfolio
|
Q2 2025
Added 11.74%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
11,655
shares
|
$851,164
0.07% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
11,555
shares
|
$843,861
0.67% of portfolio
|
Q2 2024
Added 34.38%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
11,477
shares
|
$838,165
0.25% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
11,366
shares
|
$830,058
0.09% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
11,227
shares
|
$819,907
0.0% of portfolio
|
Q2 2025
Added 91.78%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
11,198
shares
|
$817,789
0.1% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
11,175
shares
|
$816,110
0.08% of portfolio
|
Q2 2025
Reduced 49.04%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
11,173
shares
|
$815,964
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
11,127
shares
|
$812,604
0.03% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
11,013
shares
|
$804,279
0.47% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
11,008
shares
|
$803,914
0.31% of portfolio
|
Q2 2025
Reduced 1.41%
|