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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
431,330
shares
|
$31.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
427,025
shares
|
$31.4 Million
0.17% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
425,230
shares
|
$31.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
419,094
shares
|
$30.8 Million
0.0% of portfolio
|
Q3 2025
Added 66.22%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
415,123
shares
|
$30.5 Million
0.04% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
408,200
shares
|
$30 Million
0.05% of portfolio
|
Q3 2025
Reduced 35.88%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
407,990
shares
|
$30 Million
18.67% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
402,733
shares
|
$29.6 Million
0.7% of portfolio
|
Q4 2025
Reduced 5.44%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
385,604
shares
|
$28.3 Million
0.57% of portfolio
|
Q3 2025
Added 117462.2%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
362,684
shares
|
$26.6 Million
6.47% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
349,784
shares
|
$25.7 Million
0.66% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
320,954
shares
|
$23.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
311,253
shares
|
$22.9 Million
0.12% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
285,827
shares
|
$21 Million
0.13% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
282,178
shares
|
$20.7 Million
0.49% of portfolio
|
Q3 2025
Added 23.64%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
272,049
shares
|
$20 Million
10.45% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
265,464
shares
|
$19.5 Million
0.56% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
264,881
shares
|
$19.5 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
264,489
shares
|
$19.4 Million
0.03% of portfolio
|
Q3 2025
Added 27.05%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
258,768
shares
|
$19 Million
0.09% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
258,218
shares
|
$19 Million
2.86% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
253,622
shares
|
$18.6 Million
1.54% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
248,247
shares
|
$18.2 Million
1.02% of portfolio
|
Q4 2025
Reduced 3.8%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
240,995
shares
|
$17.7 Million
0.05% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
240,514
shares
|
$17.7 Million
1.28% of portfolio
|
Q3 2025
Added 4.25%
|
|