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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
404,554
shares
|
$28.1 Million
0.39% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
395,237
shares
|
$27.5 Million
13.78% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
388,123
shares
|
$27 Million
12.79% of portfolio
|
Q4 2024
Added 12.08%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
374,546
shares
|
$26 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
365,069
shares
|
$25.4 Million
0.04% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
359,146
shares
|
$25 Million
0.08% of portfolio
|
Q4 2024
Added 24.82%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
353,303
shares
|
$24.6 Million
6.77% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
318,926
shares
|
$22.2 Million
0.03% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
318,819
shares
|
$22.2 Million
0.75% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
309,555
shares
|
$21.5 Million
11.46% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
304,073
shares
|
$21.1 Million
0.71% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
289,988
shares
|
$20.2 Million
0.03% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
258,141
shares
|
$17.9 Million
1.09% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
253,926
shares
|
$17.6 Million
0.11% of portfolio
|
Q4 2024
Added 19.74%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
253,007
shares
|
$17.6 Million
2.15% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
250,532
shares
|
$17.4 Million
1.41% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
236,681
shares
|
$16.4 Million
2.48% of portfolio
|
Q4 2024
Added 25.4%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
235,802
shares
|
$16.4 Million
1.52% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
232,754
shares
|
$16.2 Million
1.95% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
231,427
shares
|
$16.1 Million
0.0% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
229,346
shares
|
$15.9 Million
0.45% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
222,019
shares
|
$15.4 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
219,818
shares
|
$15.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
218,627
shares
|
$15.2 Million
0.08% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
213,558
shares
|
$14.8 Million
1.17% of portfolio
|
Q4 2024
Added 3.8%
|