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 |
|---|---|---|---|---|---|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
4,986
shares
|
$334,161
0.06% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
4,984
shares
|
$334,027
0.17% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
4,874
shares
|
$326,655
0.0% of portfolio
|
Q1 2024
Reduced 3.68%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,874
shares
|
$326,655
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
4,852
shares
|
$325,181
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,843
shares
|
$324,577
0.02% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
4,843
shares
|
$324,577
0.42% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
4,837
shares
|
$324,175
0.02% of portfolio
|
Q3 2024
Added 37.22%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,758
shares
|
$318,881
0.01% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
4,753
shares
|
$318,546
0.02% of portfolio
|
Q3 2024
Added 18.74%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
4,685
shares
|
$313,988
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,607
shares
|
$308,761
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
4,593
shares
|
$307,822
0.21% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
4,538
shares
|
$304,136
0.0% of portfolio
|
Q3 2024
Added 19.42%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
4,497
shares
|
$301,388
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
4,495
shares
|
$301,254
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
4,456
shares
|
$298,641
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
4,436
shares
|
$297,300
0.0% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
4,433
shares
|
$297,099
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,399
shares
|
$294,820
0.0% of portfolio
|
Q3 2024
Added 14.35%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
4,349
shares
|
$291,469
0.01% of portfolio
|
Q3 2024
Added 26.35%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
4,312
shares
|
$288,990
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
4,302
shares
|
$288,320
0.13% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
4,300
shares
|
$288,186
0.01% of portfolio
|
Q1 2023
Reduced 6.22%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
4,293
shares
|
$287,716
0.15% of portfolio
|
Q3 2024
Reduced 1.81%
|