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 |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
157,416
shares
|
$11.2 Million
1.64% of portfolio
|
Q1 2025
Added 56.14%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
157,180
shares
|
$11.1 Million
0.2% of portfolio
|
Q1 2025
Added 35.5%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
156,615
shares
|
$11.1 Million
5.74% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
152,612
shares
|
$10.8 Million
0.09% of portfolio
|
Q1 2025
Added 114.88%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
151,381
shares
|
$10.7 Million
3.1% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
151,172
shares
|
$10.7 Million
1.03% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
148,870
shares
|
$10.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
147,754
shares
|
$10.5 Million
1.71% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
147,392
shares
|
$10.5 Million
12.13% of portfolio
|
Q3 2023
Added 1.69%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
142,345
shares
|
$10.1 Million
1.08% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
141,512
shares
|
$10 Million
5.16% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
141,283
shares
|
$10 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
140,655
shares
|
$9.98 Million
6.43% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
139,567
shares
|
$9.9 Million
6.15% of portfolio
|
Q1 2025
New holding
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
May 08, 2025 Q1 2025 |
137,195
shares
|
$9.73 Million
3.03% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
132,247
shares
|
$9.38 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
130,804
shares
|
$9.28 Million
0.28% of portfolio
|
Q1 2025
Added 15.92%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
129,081
shares
|
$9.16 Million
0.02% of portfolio
|
Q1 2025
Added 168.4%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
128,941
shares
|
$9.15 Million
2.88% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
123,832
shares
|
$8.78 Million
1.0% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
122,121
shares
|
$8.66 Million
3.38% of portfolio
|
Q1 2025
Added 28.97%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
120,428
shares
|
$8.54 Million
3.82% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
118,995
shares
|
$8.44 Million
0.05% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
118,503
shares
|
$8.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
116,083
shares
|
$8.23 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.46%
|