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 564 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 $8.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
2,301
shares
|
$159,850
0.05% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,101
shares
|
$145,956
0.02% of portfolio
|
Q2 2024
Added 5.05%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
2,005
shares
|
$139,287
0.07% of portfolio
|
Q3 2021
Reduced 42.8%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
1,962
shares
|
$136,300
0.01% of portfolio
|
Q2 2024
Reduced 50.05%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,920
shares
|
$133,382
0.07% of portfolio
|
Q2 2024
Reduced 84.59%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,839
shares
|
$127,755
0.01% of portfolio
|
Q4 2023
Reduced 31.1%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,743
shares
|
$121,086
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,685
shares
|
$117,056
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
1,590
shares
|
$110,457
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,575
shares
|
$109,415
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,499
shares
|
$104,135
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,415
shares
|
$98,300
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
1,403
shares
|
$97,466
0.02% of portfolio
|
Q4 2020
Added 64.48%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,243
shares
|
$86,351
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,205
shares
|
$83,711
0.01% of portfolio
|
Q2 2024
Reduced 29.86%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
1,200
shares
|
$83,364
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,165
shares
|
$80,932
0.03% of portfolio
|
Q3 2024
Reduced 36.13%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
1,161
shares
|
$80,654
0.0% of portfolio
|
Q2 2023
Added 151.3%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,155
shares
|
$80,237
0.06% of portfolio
|
Q3 2024
Reduced 89.77%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$69,470
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
988
shares
|
$68,636
0.0% of portfolio
|
Q3 2023
Reduced 25.77%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
900
shares
|
$62,523
0.0% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
845
shares
|
$58,702
0.0% of portfolio
|
Q3 2024
Reduced 87.23%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
830
shares
|
$57,660
0.03% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
821
shares
|
$57,034
0.01% of portfolio
|
Q3 2024
New holding
|