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 |
---|---|---|---|---|---|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
14,278
shares
|
$956,911
0.33% of portfolio
|
Q3 2024
Reduced 50.44%
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
14,271
shares
|
$956,442
0.0% of portfolio
|
Q1 2024
Added 0.71%
|
|
American Alpha Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
14,209
shares
|
$952,287
0.87% of portfolio
|
Q3 2024
New holding
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
14,200
shares
|
$951,684
0.01% of portfolio
|
Q2 2023
Reduced 33.02%
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
14,175
shares
|
$950,008
0.33% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
14,130
shares
|
$946,992
0.1% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
13,979
shares
|
$936,872
0.21% of portfolio
|
Q3 2024
Added 4.76%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
13,919
shares
|
$932,851
0.12% of portfolio
|
Q3 2024
Added 4.87%
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
13,897
shares
|
$931,376
0.02% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
13,791
shares
|
$924,272
0.02% of portfolio
|
Q3 2024
Reduced 87.31%
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
13,777
shares
|
$923,334
0.0% of portfolio
|
Q3 2024
Added 27.25%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
13,338
shares
|
$893,912
0.02% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
13,308
shares
|
$891,902
0.04% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
13,090
shares
|
$877,291
0.16% of portfolio
|
Q2 2024
Reduced 7.1%
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
12,740
shares
|
$853,834
0.38% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
12,736
shares
|
$853,566
0.33% of portfolio
|
Q4 2023
Reduced 13.78%
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
12,725
shares
|
$852,829
0.0% of portfolio
|
Q3 2024
Added 3.59%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
12,681
shares
|
$849,880
0.1% of portfolio
|
Q2 2023
Added 17.04%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
12,553
shares
|
$841,302
0.07% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
12,511
shares
|
$838,487
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
12,400
shares
|
$831,048
0.01% of portfolio
|
Q1 2023
New holding
|
|
Retireful, LLC
|
Nov 08, 2024 Q3 2024 |
12,395
shares
|
$830,712
0.62% of portfolio
|
Q3 2024
Reduced 26.07%
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
12,219
shares
|
$818,917
0.15% of portfolio
|
Q3 2024
Added 175.26%
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
12,128
shares
|
$812,818
0.01% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
12,050
shares
|
$807,591
0.22% of portfolio
|
Q2 2024
Reduced 11.4%
|