Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
27.5KNew |
$1.79M - $1.95M
|
27.5K
$1.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
27.4K+ 28.97% |
$1.79M - $1.95M
|
122K
$8.66M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
26.3K+ 12.02% |
$1.72M - $1.87M
|
245K
$17.4M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
25.4KNew |
$1.66M - $1.81M
|
25.4K
$1.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
24.4K+ 502.12% |
$1.59M - $1.73M
|
29.2K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.3K+ 137.96% |
$1.59M - $1.73M
|
41.9K
$2.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
22.4K+ 10.69% |
$1.46M - $1.6M
|
232K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
22KNew |
$1.44M - $1.57M
|
22K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
21.5KNew |
$1.4M - $1.53M
|
21.5K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
21.3K+ 52.25% |
$1.39M - $1.51M
|
62K
$4.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.7K+ 8.95% |
$1.35M - $1.47M
|
252K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
19.6K+ 4764.23% |
$1.28M - $1.39M
|
20K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19.4K+ 11.91% |
$1.26M - $1.38M
|
182K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.2KNew |
$1.25M - $1.36M
|
19.2K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19K+ 7.49% |
$1.24M - $1.35M
|
273K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.9K+ 102.93% |
$1.23M - $1.34M
|
37.2K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18K+ 15.92% |
$1.17M - $1.28M
|
131K
$9.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.7K+ 4.94% |
$1.16M - $1.26M
|
377K
$26.7M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.2K+ 46.91% |
$1.12M - $1.22M
|
53.8K
$3.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.2K+ 31.36% |
$1.12M - $1.22M
|
71.9K
$5.1M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
17.1K+ 495.54% |
$1.12M - $1.22M
|
20.6K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
16.5K+ 6.97% |
$1.08M - $1.17M
|
253K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
15.5K+ 5.11% |
$1.01M - $1.11M
|
320K
$22.7M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
15.5K+ 9.4% |
$1.01M - $1.1M
|
180K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.2K+ 3.53% |
$994K - $1.08M
|
447K
$31.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
14.7K+ 0.34% |
$961K - $1.05M
|
4.35M
$308M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.6K+ 21.56% |
$954K - $1.04M
|
82.5K
$5.85M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
14.4K+ 2.2% |
$942K - $1.03M
|
670K
$47.5M
|
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
14.1K+ 16.49% |
$920K - $1M
|
99.5K
$7.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
13.4K+ 4.62% |
$875K - $954K
|
303K
$21.5M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
13.2KNew |
$861K - $939K
|
13.2K
$936K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
12.7K+ 128.2% |
$831K - $906K
|
22.7K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.5K+ 255.54% |
$814K - $887K
|
17.3K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
12.1K+ 7.5% |
$787K - $858K
|
173K
$12.3M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
10.8K+ 225.05% |
$707K - $771K
|
15.6K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.7K+ 13.59% |
$696K - $759K
|
89.1K
$6.32M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
10.6K+ 5.36% |
$695K - $758K
|
209K
$14.8M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
10.3K+ 269.77% |
$670K - $730K
|
14.1K
$998K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10.2K+ 7.24% |
$666K - $726K
|
151K
$10.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
10K+ 2.0% |
$654K - $714K
|
512K
$36.3M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
9.95K+ 69.06% |
$649K - $708K
|
24.4K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.91KNew |
$647K - $705K
|
9.91K
$703K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
9.75KNew |
$636K - $694K
|
9.75K
$691K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
9.67K+ 266.39% |
$631K - $688K
|
13.3K
$943K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.64KNew |
$629K - $686K
|
9.64K
$684K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.48K+ 2.97% |
$619K - $675K
|
328K
$23.3M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.38KNew |
$612K - $668K
|
9.38K
$665K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
9.17K+ 62.19% |
$599K - $653K
|
23.9K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
9.15KNew |
$597K - $651K
|
9.15K
$649K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.02KNew |
$589K - $642K
|
9.02K
$640K
|