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 727 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
14,200
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2023
Reduced 33.02%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
14,066
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
13,508
shares
|
$992,162
0.05% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
13,449
shares
|
$987,829
0.01% of portfolio
|
Q3 2025
Added 19.63%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
13,161
shares
|
$966,675
0.02% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
13,090
shares
|
$961,460
0.17% of portfolio
|
Q2 2024
Reduced 7.1%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
13,077
shares
|
$960,505
0.07% of portfolio
|
Q3 2025
Added 2326.16%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
13,006
shares
|
$955,290
0.06% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
12,891
shares
|
$946,843
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
12,825
shares
|
$941,996
0.55% of portfolio
|
Q4 2025
Added 31.34%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
12,814
shares
|
$941,188
0.0% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
12,810
shares
|
$940,894
0.01% of portfolio
|
Q3 2025
Reduced 12.51%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
12,797
shares
|
$939,939
0.26% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Jan 13, 2026 Q4 2025 |
12,705
shares
|
$933,182
0.34% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
12,681
shares
|
$931,419
0.1% of portfolio
|
Q2 2023
Added 17.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
12,679
shares
|
$931,272
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
12,514
shares
|
$919,153
0.22% of portfolio
|
Q3 2025
Added 68.24%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
12,468
shares
|
$915,774
0.02% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
12,467
shares
|
$915,701
0.69% of portfolio
|
Q3 2025
Added 19.22%
|
|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
12,216
shares
|
$897,265
0.89% of portfolio
|
Q4 2025
New holding
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
12,178
shares
|
$894,474
0.0% of portfolio
|
Q3 2025
Reduced 21.61%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
12,167
shares
|
$893,666
0.0% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
12,055
shares
|
$885,439
0.03% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
12,050
shares
|
$885,072
0.28% of portfolio
|
Q2 2024
Reduced 11.4%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
12,035
shares
|
$883,970
0.09% of portfolio
|
Q1 2025
Reduced 14.83%
|
|