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 684 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $8.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
115,604
shares
|
$8.27 Million
1.24% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
115,604
shares
|
$8.27 Million
1.22% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
112,901
shares
|
$8.08 Million
4.45% of portfolio
|
Q2 2025
Added 52.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
109,242
shares
|
$7.82 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Liberty One Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
108,212
shares
|
$7.74 Million
0.79% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
106,576
shares
|
$7.63 Million
0.49% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
106,405
shares
|
$7.62 Million
4.08% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
106,025
shares
|
$7.59 Million
4.23% of portfolio
|
Q2 2025
Reduced 35.51%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
105,185
shares
|
$7.53 Million
0.55% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
102,863
shares
|
$7.36 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
101,345
shares
|
$7.25 Million
3.09% of portfolio
|
Q2 2025
New holding
|
|
|
Performa LTD (Us), LLC
|
May 09, 2025 Q1 2025 |
99,539
shares
|
$7.12 Million
2.2% of portfolio
|
Q1 2025
Added 16.49%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
95,064
shares
|
$6.8 Million
2.28% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
93,206
shares
|
$6.67 Million
1.27% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
91,138
shares
|
$6.52 Million
0.1% of portfolio
|
Q2 2025
Reduced 42.02%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
91,084
shares
|
$6.52 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
90,770
shares
|
$6.5 Million
5.04% of portfolio
|
Q1 2025
Reduced 27.07%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
90,770
shares
|
$6.5 Million
5.01% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
90,627
shares
|
$6.49 Million
1.05% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
90,201
shares
|
$6.46 Million
1.59% of portfolio
|
Q1 2025
Added 48.76%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
90,117
shares
|
$6.45 Million
5.46% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
89,855
shares
|
$6.43 Million
0.13% of portfolio
|
Q1 2025
Added 69.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
89,063
shares
|
$6.37 Million
0.02% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
87,540
shares
|
$6.27 Million
2.25% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
82,107
shares
|
$5.88 Million
1.7% of portfolio
|
Q1 2025
Added 1.95%
|