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 679 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 $8.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
13,030
shares
|
$934,251
0.29% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
12,914
shares
|
$925,933
0.09% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
12,891
shares
|
$924,284
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
12,736
shares
|
$913,171
0.28% of portfolio
|
Q4 2023
Reduced 13.78%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
12,722
shares
|
$912,167
0.41% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
12,681
shares
|
$909,227
0.1% of portfolio
|
Q2 2023
Added 17.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
12,667
shares
|
$908,223
0.0% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
12,653
shares
|
$907,220
0.01% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
12,556
shares
|
$900,265
0.04% of portfolio
|
Q1 2025
Reduced 36.99%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
12,500
shares
|
$896,250
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
12,400
shares
|
$889,080
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
12,397
shares
|
$888,864
0.95% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
12,301
shares
|
$881,981
0.09% of portfolio
|
Q1 2025
Added 18.84%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
12,287
shares
|
$880,977
0.04% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
12,248
shares
|
$878,181
0.18% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
12,227
shares
|
$876,675
0.25% of portfolio
|
Q1 2025
Added 95.63%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
12,132
shares
|
$869,864
0.63% of portfolio
|
Q2 2025
Added 83.65%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
12,050
shares
|
$863,985
0.31% of portfolio
|
Q2 2024
Reduced 11.4%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
12,035
shares
|
$862,909
0.09% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
11,930
shares
|
$855,381
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
11,923
shares
|
$854,879
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
11,796
shares
|
$845,773
0.01% of portfolio
|
Q1 2025
Added 123.88%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
11,593
shares
|
$831,218
0.11% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
11,555
shares
|
$828,493
0.67% of portfolio
|
Q2 2024
Added 34.38%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
11,445
shares
|
$820,606
0.07% of portfolio
|
Q1 2025
Reduced 9.78%
|