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 |
|---|---|---|---|---|---|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
37,145
shares
|
$2.58 Million
1.47% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
37,131
shares
|
$2.58 Million
1.86% of portfolio
|
Q4 2024
Reduced 45.94%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
37,060
shares
|
$2.58 Million
2.22% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
36,969
shares
|
$2.57 Million
0.0% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
36,633
shares
|
$2.55 Million
0.1% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
36,405
shares
|
$2.53 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
35,999
shares
|
$2.5 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
35,755
shares
|
$2.48 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,142
shares
|
$2.37 Million
0.06% of portfolio
|
Q3 2022
Reduced 7.84%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
34,109
shares
|
$2.37 Million
0.18% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
33,317
shares
|
$2.32 Million
0.22% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
32,758
shares
|
$2.28 Million
0.78% of portfolio
|
Q1 2023
Reduced 6.87%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
32,641
shares
|
$2.27 Million
0.03% of portfolio
|
Q4 2024
Added 40.49%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
32,071
shares
|
$2.23 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
31,943
shares
|
$2.22 Million
1.61% of portfolio
|
Q4 2024
Added 45.46%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
31,022
shares
|
$2.16 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
31,002
shares
|
$2.15 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
30,521
shares
|
$2.12 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,479
shares
|
$2.12 Million
0.05% of portfolio
|
Q2 2020
Reduced 93.22%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
29,831
shares
|
$2.07 Million
0.82% of portfolio
|
Q4 2024
Added 79.2%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
29,769
shares
|
$2.07 Million
0.12% of portfolio
|
Q4 2024
Added 277.01%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
29,486
shares
|
$2.05 Million
0.09% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
28,881
shares
|
$2.01 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
28,811
shares
|
$2 Million
0.0% of portfolio
|
Q3 2022
Added 2.92%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
28,164
shares
|
$1.96 Million
0.24% of portfolio
|
Q4 2024
Added 2.19%
|