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 |
|---|---|---|---|---|---|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
346,281
shares
|
$23.2 Million
11.42% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
330,107
shares
|
$22.1 Million
0.75% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
318,502
shares
|
$21.3 Million
0.14% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
317,517
shares
|
$21.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
287,723
shares
|
$19.3 Million
0.07% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
286,908
shares
|
$19.2 Million
9.37% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
281,151
shares
|
$18.8 Million
0.69% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
266,174
shares
|
$17.8 Million
0.03% of portfolio
|
Q3 2024
Added 11.24%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
260,100
shares
|
$17.4 Million
0.09% of portfolio
|
Q3 2024
Reduced 44.52%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
256,344
shares
|
$17.2 Million
1.07% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
249,523
shares
|
$16.7 Million
2.08% of portfolio
|
Q3 2024
Added 19.53%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
248,305
shares
|
$16.6 Million
1.45% of portfolio
|
Q3 2024
Added 98.93%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
246,251
shares
|
$16.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
232,529
shares
|
$15.6 Million
6.47% of portfolio
|
Q3 2024
Reduced 61.66%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
231,314
shares
|
$15.5 Million
1.92% of portfolio
|
Q3 2024
Reduced 24.29%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
226,925
shares
|
$15.2 Million
1.5% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
222,711
shares
|
$14.9 Million
0.46% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
222,019
shares
|
$14.9 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
219,518
shares
|
$14.7 Million
0.0% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
215,971
shares
|
$14.5 Million
5.8% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
214,602
shares
|
$14.4 Million
0.06% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
212,066
shares
|
$14.2 Million
0.11% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
211,867
shares
|
$14.2 Million
0.58% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
205,749
shares
|
$13.8 Million
1.14% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
202,721
shares
|
$13.6 Million
0.5% of portfolio
|
Q3 2024
Added 1359.16%
|