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 564 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $8.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
200,468
shares
|
$13.6 Million
2.94% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
195,600
shares
|
$13.3 Million
0.03% of portfolio
|
Q3 2024
Added 47.29%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
193,847
shares
|
$13.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 30.39%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
193,582
shares
|
$13.1 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
188,744
shares
|
$12.8 Million
2.11% of portfolio
|
Q3 2024
Added 22.13%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
187,090
shares
|
$12.7 Million
2.29% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
185,991
shares
|
$12.6 Million
7.02% of portfolio
|
Q3 2024
Added 23.98%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
185,401
shares
|
$12.6 Million
0.08% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
184,789
shares
|
$12.5 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
180,045
shares
|
$12.2 Million
5.13% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
170,250
shares
|
$11.6 Million
0.86% of portfolio
|
Q4 2022
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
169,000
shares
|
$11.5 Million
2.57% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
168,893
shares
|
$11.5 Million
0.85% of portfolio
|
Q2 2023
Reduced 1.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
168,376
shares
|
$11.4 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
163,954
shares
|
$11.1 Million
6.83% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
163,811
shares
|
$11.1 Million
2.14% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
161,300
shares
|
$11 Million
0.02% of portfolio
|
Q3 2023
Reduced 19.86%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
157,526
shares
|
$10.7 Million
9.0% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
153,802
shares
|
$10.4 Million
0.89% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
152,683
shares
|
$10.4 Million
5.6% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
150,748
shares
|
$10.2 Million
5.73% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
149,110
shares
|
$10.1 Million
1.51% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
149,045
shares
|
$10.1 Million
3.03% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
148,197
shares
|
$10.1 Million
0.68% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
147,392
shares
|
$10 Million
12.13% of portfolio
|
Q3 2023
Added 1.69%
|