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 563 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $8.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
12,318,067
shares
|
$826 Million
8.0% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
12,144,923
shares
|
$814 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
7,834,480
shares
|
$525 Million
1.19% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
7,743,714
shares
|
$519 Million
0.24% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
7,280,618
shares
|
$488 Million
11.31% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,201,687
shares
|
$349 Million
0.03% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
4,356,752
shares
|
$292 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,009,354
shares
|
$269 Million
0.02% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,754,709
shares
|
$252 Million
0.07% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,113,731
shares
|
$209 Million
0.05% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,093,687
shares
|
$140 Million
0.94% of portfolio
|
Q3 2024
Added 10.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,769,214
shares
|
$119 Million
0.03% of portfolio
|
Q3 2024
Added 20.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,708,494
shares
|
$115 Million
0.27% of portfolio
|
Q3 2024
Added 20.41%
|
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
1,632,132
shares
|
$109 Million
9.1% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,586,400
shares
|
$106 Million
0.02% of portfolio
|
Q3 2024
Added 10.91%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
1,453,755
shares
|
$97.4 Million
17.92% of portfolio
|
Q3 2024
Added 51.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,434,374
shares
|
$96.1 Million
0.09% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,404,852
shares
|
$94.2 Million
1.16% of portfolio
|
Q2 2023
Added 4.9%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
1,355,696
shares
|
$90.9 Million
1.13% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,142,264
shares
|
$76.6 Million
0.12% of portfolio
|
Q3 2024
Added 21.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,131,436
shares
|
$75.8 Million
0.17% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,043,120
shares
|
$69.9 Million
0.71% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,006,957
shares
|
$67.5 Million
0.04% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
1,000,024
shares
|
$67 Million
3.5% of portfolio
|
Q3 2024
Added 30.01%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
999,566
shares
|
$67 Million
0.88% of portfolio
|
Q4 2022
Added 6.33%
|