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 |
|---|---|---|---|---|---|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
1,103,996
shares
|
$78.3 Million
11.75% of portfolio
|
Q1 2025
Added 35.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,082,621
shares
|
$76.8 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
999,566
shares
|
$70.9 Million
0.88% of portfolio
|
Q4 2022
Added 6.33%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
994,977
shares
|
$70.6 Million
4.72% of portfolio
|
Q2 2023
Added 44.68%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
994,977
shares
|
$70.6 Million
4.72% of portfolio
|
Q2 2023
Added 44.68%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
993,830
shares
|
$70.5 Million
3.53% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
834,868
shares
|
$59.2 Million
0.08% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
783,480
shares
|
$55.6 Million
3.49% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
756,909
shares
|
$53.7 Million
10.8% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
706,127
shares
|
$50.1 Million
0.74% of portfolio
|
Q1 2025
Added 74.54%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
670,081
shares
|
$47.5 Million
6.17% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
622,778
shares
|
$44.2 Million
0.04% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Apr 21, 2025 Q1 2025 |
605,951
shares
|
$43 Million
11.02% of portfolio
|
Q1 2025
Reduced 27.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
602,278
shares
|
$42.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
601,240
shares
|
$42.6 Million
11.01% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
557,083
shares
|
$39.5 Million
0.12% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
544,993
shares
|
$38.7 Million
10.35% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
533,150
shares
|
$37.8 Million
5.69% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
512,389
shares
|
$36.3 Million
12.34% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
484,104
shares
|
$34.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
468,571
shares
|
$33.2 Million
1.45% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
468,556
shares
|
$33.2 Million
6.57% of portfolio
|
Q2 2024
Added 1.78%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
446,532
shares
|
$31.7 Million
0.38% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
446,061
shares
|
$31.6 Million
22.75% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
437,167
shares
|
$31 Million
14.17% of portfolio
|
Q1 2025
Added 12.64%
|