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 627 institutions that hold shares in the stock, with a total of 131 Million shares, which have been reported (via 13F filing form) to have a value of $9.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
1,032,735
shares
|
$71.8 Million
3.67% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
999,566
shares
|
$69.5 Million
0.88% of portfolio
|
Q4 2022
Added 6.33%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
994,977
shares
|
$69.2 Million
4.72% of portfolio
|
Q2 2023
Added 44.68%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
994,977
shares
|
$69.2 Million
4.72% of portfolio
|
Q2 2023
Added 44.68%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 29, 2025 Q4 2024 |
835,218
shares
|
$58 Million
14.92% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
834,868
shares
|
$58 Million
0.08% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
797,040
shares
|
$55.4 Million
3.5% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
779,010
shares
|
$54.1 Million
10.92% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
766,218
shares
|
$53.3 Million
0.05% of portfolio
|
Q4 2024
Added 66.49%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
655,654
shares
|
$45.6 Million
7.42% of portfolio
|
Q4 2024
Reduced 54.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
602,278
shares
|
$41.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
560,856
shares
|
$39 Million
10.44% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
547,424
shares
|
$38 Million
0.04% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
532,364
shares
|
$37 Million
0.1% of portfolio
|
Q4 2024
Reduced 14.75%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
526,580
shares
|
$36.6 Million
5.67% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
522,470
shares
|
$36.3 Million
9.8% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
518,157
shares
|
$36 Million
2.45% of portfolio
|
Q4 2024
Added 21.86%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
517,598
shares
|
$36 Million
0.12% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
502,362
shares
|
$34.9 Million
12.43% of portfolio
|
Q4 2024
Added 132.61%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
498,472
shares
|
$34.6 Million
0.05% of portfolio
|
Q4 2024
Added 476.99%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
470,518
shares
|
$32.7 Million
0.2% of portfolio
|
Q4 2024
Added 47.73%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
468,556
shares
|
$32.6 Million
6.57% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
446,061
shares
|
$31 Million
22.75% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
431,305
shares
|
$30 Million
0.33% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
415,800
shares
|
$28.9 Million
0.07% of portfolio
|
Q4 2024
Added 11.47%
|