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 |
|---|---|---|---|---|---|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
4,886
shares
|
$346,563
0.17% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
4,874
shares
|
$345,712
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,874
shares
|
$345,712
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
4,846
shares
|
$343,726
0.43% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,830
shares
|
$342,591
0.02% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,805
shares
|
$340,818
0.01% of portfolio
|
Q1 2025
Reduced 18.61%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
4,767
shares
|
$338,123
0.0% of portfolio
|
Q1 2025
Added 35.08%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
4,723
shares
|
$335,002
0.03% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
4,660
shares
|
$330,533
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
4,651
shares
|
$329,895
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
4,633
shares
|
$328,618
0.16% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
4,630
shares
|
$328,405
0.0% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
4,608
shares
|
$326,845
0.15% of portfolio
|
Q1 2025
Reduced 70.58%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
4,608
shares
|
$326,845
0.13% of portfolio
|
Q1 2025
Added 14.43%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
4,594
shares
|
$325,852
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
4,583
shares
|
$325,072
0.11% of portfolio
|
Q4 2024
Reduced 47.23%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
4,543
shares
|
$322,234
0.0% of portfolio
|
Q1 2025
Added 36.55%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
4,495
shares
|
$318,830
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
4,425
shares
|
$313,865
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
4,312
shares
|
$305,850
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
4,300
shares
|
$304,999
0.01% of portfolio
|
Q1 2023
Reduced 6.22%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
4,269
shares
|
$302,800
0.15% of portfolio
|
Q1 2024
Reduced 11.43%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
4,205
shares
|
$298,260
0.0% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
4,200
shares
|
$297,906
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
4,190
shares
|
$297,196
0.02% of portfolio
|
Q1 2025
Added 0.12%
|