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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,162,433
shares
|
$84.9 Million
0.05% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,159,039
shares
|
$84.6 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
994,977
shares
|
$72.7 Million
4.72% of portfolio
|
Q2 2023
Added 44.68%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
994,977
shares
|
$72.7 Million
4.72% of portfolio
|
Q2 2023
Added 44.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
834,868
shares
|
$61 Million
0.08% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
803,063
shares
|
$58.6 Million
8.65% of portfolio
|
Q2 2025
Reduced 27.26%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
771,432
shares
|
$56.3 Million
3.36% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
762,266
shares
|
$55.7 Million
0.05% of portfolio
|
Q2 2025
Added 22.4%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
738,521
shares
|
$53.9 Million
10.89% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
639,221
shares
|
$46.7 Million
0.13% of portfolio
|
Q2 2025
Added 14.74%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
636,600
shares
|
$46.5 Million
0.09% of portfolio
|
Q2 2025
Added 153.42%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
613,851
shares
|
$44.8 Million
11.08% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Aug 07, 2025 Q2 2025 |
610,919
shares
|
$44.6 Million
10.63% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
602,278
shares
|
$44 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
572,147
shares
|
$41.8 Million
15.66% of portfolio
|
Q2 2025
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
560,123
shares
|
$40.9 Million
14.29% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
532,920
shares
|
$38.9 Million
10.24% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
531,359
shares
|
$38.8 Million
0.54% of portfolio
|
Q2 2025
Reduced 24.75%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
528,305
shares
|
$38.6 Million
12.53% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
522,195
shares
|
$38.1 Million
16.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
507,230
shares
|
$37 Million
5.45% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
469,548
shares
|
$34.3 Million
15.4% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
468,556
shares
|
$34.2 Million
6.57% of portfolio
|
Q2 2024
Added 1.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
463,932
shares
|
$33.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
449,341
shares
|
$32.8 Million
3.24% of portfolio
|
Q2 2025
Added 38.38%
|