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 |
|---|---|---|---|---|---|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
158,963
shares
|
$11.6 Million
4.55% of portfolio
|
Q2 2025
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
158,397
shares
|
$11.6 Million
1.59% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
156,888
shares
|
$11.5 Million
1.08% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
156,118
shares
|
$11.4 Million
5.31% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
152,334
shares
|
$11.1 Million
0.72% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
151,355
shares
|
$11.1 Million
1.14% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
150,962
shares
|
$11 Million
3.03% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
148,383
shares
|
$10.8 Million
0.31% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
147,392
shares
|
$10.8 Million
12.13% of portfolio
|
Q3 2023
Added 1.69%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
144,444
shares
|
$10.5 Million
1.46% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
141,025
shares
|
$10.3 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
139,567
shares
|
$10.2 Million
6.82% of portfolio
|
Q1 2025
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
138,360
shares
|
$10.1 Million
3.0% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
132,133
shares
|
$9.65 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.43%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
131,634
shares
|
$9.61 Million
0.02% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
130,753
shares
|
$9.55 Million
0.02% of portfolio
|
Q2 2025
Added 113.06%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
127,155
shares
|
$9.29 Million
0.79% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
126,785
shares
|
$9.26 Million
0.63% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
124,786
shares
|
$9.11 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
123,136
shares
|
$8.99 Million
0.02% of portfolio
|
Q2 2025
Added 38.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
123,019
shares
|
$8.98 Million
0.05% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
121,204
shares
|
$8.85 Million
0.01% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
120,548
shares
|
$8.8 Million
3.76% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
120,350
shares
|
$8.79 Million
5.6% of portfolio
|
Q2 2025
Reduced 29.18%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
116,571
shares
|
$8.51 Million
0.04% of portfolio
|
Q2 2025
Added 0.5%
|