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 681 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $8.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
19,228
shares
|
$1.38 Million
0.08% of portfolio
|
Q1 2025
Added 28.7%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
19,170
shares
|
$1.37 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
19,137
shares
|
$1.37 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
18,763
shares
|
$1.35 Million
0.23% of portfolio
|
Q4 2024
Added 17.81%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
18,749
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2023
Added 167.84%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
18,743
shares
|
$1.34 Million
1.55% of portfolio
|
Q2 2025
Added 202.99%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
18,717
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
18,372
shares
|
$1.32 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
18,359
shares
|
$1.32 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
18,182
shares
|
$1.3 Million
0.28% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,049
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
17,754
shares
|
$1.27 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
17,706
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
17,636
shares
|
$1.26 Million
0.25% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
17,347
shares
|
$1.24 Million
0.05% of portfolio
|
Q1 2025
Added 255.54%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
16,986
shares
|
$1.22 Million
0.2% of portfolio
|
Q2 2025
Added 17.27%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
16,881
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
16,867
shares
|
$1.21 Million
0.37% of portfolio
|
Q4 2024
Added 47.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
16,744
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
16,703
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,637
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
16,542
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Added 23.81%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
15,808
shares
|
$1.13 Million
0.36% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
15,716
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
15,665
shares
|
$1.12 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.09%
|