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 585 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $8.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
994,977
shares
|
$69.4 Million
4.72% of portfolio
|
Q2 2023
Added 44.68%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
994,977
shares
|
$69.4 Million
4.72% of portfolio
|
Q2 2023
Added 44.68%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 29, 2025 Q4 2024 |
835,218
shares
|
$58.3 Million
14.92% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
834,868
shares
|
$58.2 Million
0.08% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
808,195
shares
|
$56.4 Million
3.54% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
779,010
shares
|
$54.3 Million
10.92% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
624,481
shares
|
$43.6 Million
0.12% of portfolio
|
Q3 2024
Added 43723.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
602,278
shares
|
$42 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
537,546
shares
|
$37.5 Million
0.04% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
526,580
shares
|
$36.7 Million
5.67% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
523,245
shares
|
$36.5 Million
10.03% of portfolio
|
Q3 2024
Reduced 14.13%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
522,470
shares
|
$36.4 Million
9.8% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
503,096
shares
|
$35.1 Million
6.35% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
502,362
shares
|
$35 Million
12.43% of portfolio
|
Q4 2024
Added 132.61%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
460,228
shares
|
$32.1 Million
0.03% of portfolio
|
Q3 2024
Added 193.02%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
445,157
shares
|
$31.1 Million
21.43% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
434,611
shares
|
$30.3 Million
0.11% of portfolio
|
Q3 2024
Added 40.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
431,305
shares
|
$30.1 Million
0.33% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
425,209
shares
|
$29.7 Million
1.93% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
404,554
shares
|
$28.2 Million
0.39% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
395,237
shares
|
$27.6 Million
13.78% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
388,123
shares
|
$27.1 Million
12.79% of portfolio
|
Q4 2024
Added 12.08%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
374,546
shares
|
$26.1 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
373,000
shares
|
$26 Million
0.06% of portfolio
|
Q3 2024
Added 26.27%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
353,303
shares
|
$24.6 Million
6.77% of portfolio
|
Q4 2024
Added 0.63%
|