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 563 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $8.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,938
shares
|
$396,836
0.0% of portfolio
|
Q3 2024
Reduced 93.78%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
5,848
shares
|
$390,821
0.23% of portfolio
|
Q3 2024
Added 224.53%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
5,762
shares
|
$385,074
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
5,747
shares
|
$384,072
0.01% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Aegon Usa Investment Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,725
shares
|
$382,601
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
5,571
shares
|
$372,309
0.09% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
5,505
shares
|
$367,899
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
5,500
shares
|
$367,565
0.07% of portfolio
|
Q4 2021
Added 1000.0%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
5,419
shares
|
$362,151
0.09% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,407
shares
|
$361,349
0.0% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
5,389
shares
|
$360,146
0.3% of portfolio
|
Q2 2024
Added 4.62%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
5,345
shares
|
$357,206
0.01% of portfolio
|
Q3 2024
Reduced 18.95%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
5,328
shares
|
$356,070
0.21% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
5,250
shares
|
$350,857
0.1% of portfolio
|
Q3 2024
Added 23.85%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
5,250
shares
|
$350,857
0.05% of portfolio
|
Q3 2022
Added 5.91%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
5,248
shares
|
$350,723
0.04% of portfolio
|
Q3 2023
Reduced 3.67%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
5,239
shares
|
$350,122
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
5,230
shares
|
$349,520
0.03% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
5,219
shares
|
$348,785
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,209
shares
|
$348,117
0.01% of portfolio
|
Q2 2024
Reduced 7.18%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
5,098
shares
|
$340,699
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
5,045
shares
|
$337,157
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
5,034
shares
|
$336,422
0.11% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
5,021
shares
|
$335,553
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
4,988
shares
|
$333,348
0.03% of portfolio
|
Q2 2023
Added 147.18%
|