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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
436,589
shares
|
$31 Million
0.05% of portfolio
|
Q1 2025
Added 19.59%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
416,386
shares
|
$29.5 Million
0.75% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Apr 25, 2025 Q1 2025 |
398,055
shares
|
$28.2 Million
14.18% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
390,276
shares
|
$27.7 Million
0.16% of portfolio
|
Q1 2025
Reduced 17.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
376,878
shares
|
$26.7 Million
0.08% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
353,991
shares
|
$25.1 Million
6.65% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
328,406
shares
|
$23.3 Million
0.03% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
324,725
shares
|
$23 Million
2.5% of portfolio
|
Q1 2025
Added 127.58%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
319,604
shares
|
$22.7 Million
0.77% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
303,387
shares
|
$21.5 Million
0.03% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
303,114
shares
|
$21.5 Million
11.15% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
302,153
shares
|
$21.4 Million
1.65% of portfolio
|
Q1 2025
Added 20.6%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
291,139
shares
|
$20.7 Million
2.44% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
272,956
shares
|
$19.4 Million
0.17% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
260,645
shares
|
$18.5 Million
1.1% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
253,181
shares
|
$18 Million
2.93% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
252,137
shares
|
$17.9 Million
0.0% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
251,200
shares
|
$17.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 39.59%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
250,942
shares
|
$17.8 Million
6.32% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
244,904
shares
|
$17.4 Million
0.09% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
244,453
shares
|
$17.3 Million
1.68% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
244,404
shares
|
$17.3 Million
0.54% of portfolio
|
Q1 2025
Added 30.38%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
237,192
shares
|
$16.8 Million
5.97% of portfolio
|
Q1 2025
Added 21.13%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
237,138
shares
|
$16.8 Million
1.93% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
237,076
shares
|
$16.8 Million
0.67% of portfolio
|
Q1 2025
Added 287.01%
|