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 |
|---|---|---|---|---|---|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
443,584
shares
|
$32.4 Million
7.94% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
441,199
shares
|
$32.2 Million
0.1% of portfolio
|
Q2 2025
Added 17.07%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
432,589
shares
|
$31.6 Million
18.84% of portfolio
|
Q2 2025
Added 15.94%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
427,025
shares
|
$31.2 Million
0.17% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
425,914
shares
|
$31.1 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
420,646
shares
|
$30.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
382,566
shares
|
$27.9 Million
0.04% of portfolio
|
Q2 2025
Added 26.1%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
375,908
shares
|
$27.5 Million
1.19% of portfolio
|
Q2 2025
Reduced 19.78%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
332,014
shares
|
$24.2 Million
0.77% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
325,096
shares
|
$23.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
303,306
shares
|
$22.2 Million
0.12% of portfolio
|
Q2 2025
Added 43.27%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
283,226
shares
|
$20.7 Million
11.94% of portfolio
|
Q2 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
282,958
shares
|
$20.7 Million
0.18% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
272,049
shares
|
$19.9 Million
10.45% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
271,921
shares
|
$19.9 Million
0.02% of portfolio
|
Q2 2025
Added 82.66%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
262,327
shares
|
$19.2 Million
2.98% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
261,553
shares
|
$19.1 Million
1.15% of portfolio
|
Q2 2025
Added 1264.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
261,438
shares
|
$19.1 Million
0.15% of portfolio
|
Q2 2025
Added 71.31%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
258,064
shares
|
$18.8 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
254,108
shares
|
$18.6 Million
0.09% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
253,263
shares
|
$18.5 Million
6.22% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
252,137
shares
|
$18.4 Million
0.0% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
251,522
shares
|
$18.4 Million
1.63% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
248,507
shares
|
$18.1 Million
0.54% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
234,255
shares
|
$17.1 Million
0.61% of portfolio
|
Q3 2025
Reduced -0.0%
|