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 |
|---|---|---|---|---|---|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
437,167
shares
|
$31.3 Million
14.17% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
436,589
shares
|
$31.3 Million
0.05% of portfolio
|
Q1 2025
Added 19.59%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
429,791
shares
|
$30.8 Million
0.78% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
390,276
shares
|
$28 Million
0.16% of portfolio
|
Q1 2025
Reduced 17.05%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
382,566
shares
|
$27.4 Million
0.04% of portfolio
|
Q2 2025
Added 26.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
376,878
shares
|
$27 Million
0.08% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
353,991
shares
|
$25.4 Million
6.65% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
328,406
shares
|
$23.5 Million
0.03% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
324,725
shares
|
$23.3 Million
2.5% of portfolio
|
Q1 2025
Added 127.58%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
319,604
shares
|
$22.9 Million
0.77% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
302,153
shares
|
$21.7 Million
1.65% of portfolio
|
Q1 2025
Added 20.6%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
295,834
shares
|
$21.2 Million
9.94% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
278,118
shares
|
$19.9 Million
11.06% of portfolio
|
Q2 2025
Reduced 30.13%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
272,956
shares
|
$19.6 Million
0.17% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
259,665
shares
|
$18.6 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
253,181
shares
|
$18.2 Million
2.93% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
252,137
shares
|
$18.1 Million
0.0% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
251,200
shares
|
$18 Million
0.04% of portfolio
|
Q1 2025
Reduced 39.59%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
250,942
shares
|
$18 Million
6.32% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
244,904
shares
|
$17.6 Million
0.09% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
244,453
shares
|
$17.5 Million
1.68% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
244,404
shares
|
$17.5 Million
0.54% of portfolio
|
Q1 2025
Added 30.38%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
237,192
shares
|
$17 Million
5.97% of portfolio
|
Q1 2025
Added 21.13%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
237,076
shares
|
$17 Million
0.67% of portfolio
|
Q1 2025
Added 287.01%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
234,262
shares
|
$16.8 Million
0.66% of portfolio
|
Q2 2025
Added 7.99%
|