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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
232,271
shares
|
$16.5 Million
3.15% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
230,626
shares
|
$16.4 Million
0.3% of portfolio
|
Q1 2025
Added 926.56%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
229,346
shares
|
$16.3 Million
0.45% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
222,190
shares
|
$15.8 Million
0.06% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
222,019
shares
|
$15.7 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
217,311
shares
|
$15.4 Million
1.2% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
216,925
shares
|
$15.4 Million
0.59% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
211,698
shares
|
$15 Million
0.09% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
209,165
shares
|
$14.8 Million
7.46% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
May 09, 2025 Q1 2025 |
203,721
shares
|
$14.4 Million
7.26% of portfolio
|
Q1 2025
Added 33.43%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
199,391
shares
|
$14.1 Million
5.59% of portfolio
|
Q4 2024
Reduced 14.25%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
194,876
shares
|
$13.8 Million
2.25% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
193,081
shares
|
$13.7 Million
1.06% of portfolio
|
Q1 2025
Reduced 62.74%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
189,324
shares
|
$13.4 Million
10.88% of portfolio
|
Q1 2025
Added 18.61%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
181,958
shares
|
$12.9 Million
0.04% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
180,112
shares
|
$12.8 Million
2.46% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
172,767
shares
|
$12.3 Million
9.04% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
172,221
shares
|
$12.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
170,903
shares
|
$12.1 Million
0.26% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
170,250
shares
|
$12.1 Million
0.82% of portfolio
|
Q4 2022
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
168,893
shares
|
$12 Million
0.85% of portfolio
|
Q2 2023
Reduced 1.59%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
167,418
shares
|
$11.9 Million
2.53% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
164,416
shares
|
$11.7 Million
6.59% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
161,300
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2023
Reduced 19.86%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
160,035
shares
|
$11.4 Million
0.05% of portfolio
|
Q1 2025
Added 0.02%
|