Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.5MNew |
$98.7M - $105M
|
1.5M
$105M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.32MNew |
$86.8M - $92.3M
|
1.32M
$92.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.26MNew |
$82.6M - $87.7M
|
1.26M
$88.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
975K+ 12.59% |
$64M - $68M
|
8.72M
$611M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
412K+ 476.99% |
$27.1M - $28.8M
|
498K
$35M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
393K+ 5.4% |
$25.8M - $27.4M
|
7.67M
$538M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
306K+ 66.49% |
$20.1M - $21.4M
|
766K
$53.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
286K+ 132.61% |
$18.8M - $20M
|
502K
$35.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
274K+ 5.27% |
$18M - $19.1M
|
5.48M
$384M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
222K+ 5.54% |
$14.6M - $15.5M
|
4.23M
$297M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
173K+ 9.78% |
$11.4M - $12.1M
|
1.94M
$136M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
162KNew |
$10.6M - $11.3M
|
162K
$11.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
161KNew |
$10.6M - $11.2M
|
161K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
152K+ 47.73% |
$9.98M - $10.6M
|
471K
$33M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
140K+ 12.29% |
$9.22M - $9.8M
|
1.28M
$90M
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
133KNew |
$8.75M - $9.3M
|
133K
$9.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
129K+ 925.12% |
$8.46M - $8.99M
|
143K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
127K+ 516.16% |
$8.35M - $8.87M
|
152K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
122KNew |
$8.01M - $8.51M
|
122K
$8.55M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
116K+ 0.94% |
$7.63M - $8.11M
|
12.4M
$872M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
116KNew |
$7.62M - $8.1M
|
116K
$8.14M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
110KNew |
$7.22M - $7.67M
|
110K
$7.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
108K+ 0.89% |
$7.09M - $7.53M
|
12.3M
$859M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
94.7KNew |
$6.22M - $6.61M
|
94.7K
$6.64M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
92.9K+ 21.86% |
$6.1M - $6.49M
|
518K
$36.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
83K+ 19.09% |
$5.45M - $5.79M
|
518K
$36.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
71.4K+ 24.82% |
$4.69M - $4.98M
|
359K
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
67.9KNew |
$4.46M - $4.74M
|
67.9K
$4.76M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
66.8K+ 150.89% |
$4.39M - $4.66M
|
111K
$7.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
63.7K+ 4.01% |
$4.18M - $4.44M
|
1.65M
$116M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
56.5K+ 5.61% |
$3.71M - $3.95M
|
1.06M
$74.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.8K+ 1.73% |
$3.54M - $3.76M
|
3.17M
$222M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
50.7KNew |
$3.33M - $3.54M
|
50.7K
$3.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
49.4KNew |
$3.25M - $3.45M
|
49.4K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
47.9K+ 25.4% |
$3.15M - $3.35M
|
237K
$16.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
44.6K+ 4.27% |
$2.93M - $3.11M
|
1.09M
$76.3M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
44.4K+ 60041.89% |
$2.92M - $3.1M
|
44.5K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
42.8K+ 11.47% |
$2.81M - $2.99M
|
416K
$29.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
42.5KNew |
$2.79M - $2.97M
|
42.5K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
41.9K+ 19.74% |
$2.75M - $2.92M
|
254K
$17.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
41.8K+ 12.08% |
$2.75M - $2.92M
|
388K
$27.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
38.8KNew |
$2.55M - $2.71M
|
38.8K
$2.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.7K+ 125.32% |
$2.47M - $2.63M
|
67.8K
$4.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
37.6K+ 7.19% |
$2.47M - $2.62M
|
561K
$39.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
37.3KNew |
$2.45M - $2.6M
|
37.3K
$2.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
36.4KNew |
$2.39M - $2.54M
|
36.4K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
36KNew |
$2.36M - $2.51M
|
36K
$2.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
35.8KNew |
$2.35M - $2.5M
|
35.8K
$2.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35K+ 9.47% |
$2.3M - $2.44M
|
405K
$28.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
33.9K+ 6.87% |
$2.22M - $2.36M
|
527K
$36.9M
|