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 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.72K- 11.11% |
$179K - $190K
|
21.8K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.85K- 1.54% |
$187K - $199K
|
183K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.28K- 8.97% |
$216K - $229K
|
33.3K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.96K- 99.9% |
$260K - $276K
|
4
$292
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-3.97K- 27.79% |
$261K - $277K
|
10.3K
$753K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.06K- 16.74% |
$266K - $283K
|
20.2K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.1K- 47.23% |
$269K - $286K
|
4.58K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.29K- 6.36% |
$282K - $299K
|
63.2K
$4.61M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.31K- 4.26% |
$283K - $301K
|
96.7K
$7.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.34K- 9.01% |
$285K - $303K
|
43.8K
$3.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4.42K- 2.62% |
$291K - $309K
|
165K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.53K- 7.69% |
$297K - $316K
|
54.4K
$3.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.74K- 26.08% |
$312K - $331K
|
13.4K
$982K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.4K- 12.85% |
$355K - $377K
|
36.6K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.65K- 10.45% |
$371K - $394K
|
48.4K
$3.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.67K- 9.11% |
$372K - $396K
|
56.6K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.21K- 4.9% |
$408K - $434K
|
121K
$8.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.48K- 32.82% |
$426K - $452K
|
13.3K
$969K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.56K- 8.28% |
$430K - $457K
|
72.6K
$5.3M
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.56K- 8.28% |
$430K - $457K
|
72.6K
$5.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-6.82K- 25.76% |
$448K - $476K
|
19.7K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.83K- 87.47% |
$449K - $477K
|
978
$71.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-7.28K- 37.65% |
$478K - $508K
|
12.1K
$880K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-7.42K- 7.16% |
$488K - $518K
|
96.3K
$7.03M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.57K- 5.1% |
$497K - $528K
|
141K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7.64K- 28.41% |
$502K - $533K
|
19.3K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-8.41K- 5.47% |
$552K - $587K
|
145K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-10.5K- 8.63% |
$687K - $730K
|
111K
$8.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.7K- 13.7% |
$705K - $749K
|
67.6K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-11.2K- 1.38% |
$733K - $779K
|
797K
$58.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.2K- 59.37% |
$738K - $784K
|
7.69K
$562K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-11.3K- 3.42% |
$741K - $788K
|
319K
$23.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.4K- 1.1% |
$817K - $868K
|
1.12M
$81.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.5K- 34.86% |
$823K - $874K
|
23.4K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-12.6K- 56.73% |
$830K - $882K
|
9.64K
$704K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.8K- 7.12% |
$905K - $962K
|
180K
$13.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-17.9K- 98.24% |
$1.18M - $1.25M
|
322
$23.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18.6K- 94.3% |
$1.22M - $1.29M
|
1.12K
$81.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-19.6K- 81.51% |
$1.29M - $1.37M
|
4.46K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-23.6K- 84.36% |
$1.55M - $1.65M
|
4.37K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-23.6K- 51.21% |
$1.55M - $1.65M
|
22.5K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-24K- 0.55% |
$1.58M - $1.67M
|
4.33M
$316M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.4K- 10.73% |
$1.74M - $1.84M
|
220K
$16.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-31.6K- 45.94% |
$2.07M - $2.2M
|
37.1K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-33.1K- 14.25% |
$2.18M - $2.31M
|
199K
$14.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-33.6K- 2.48% |
$2.21M - $2.34M
|
1.32M
$96.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-34.5K- 6.87% |
$2.27M - $2.41M
|
469K
$34.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-36.7K- 69.49% |
$2.41M - $2.56M
|
16.1K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-40.9K- 73.49% |
$2.68M - $2.85M
|
14.7K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-49.7K- 78.27% |
$3.26M - $3.47M
|
13.8K
$1.01M
|