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 730 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
65,941
shares
|
$4.84 Million
3.83% of portfolio
|
Q3 2025
Added 28.3%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
65,859
shares
|
$4.84 Million
0.08% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
65,632
shares
|
$4.82 Million
0.27% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
65,528
shares
|
$4.81 Million
0.09% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
64,193
shares
|
$4.71 Million
3.44% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
62,868
shares
|
$4.62 Million
1.19% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
62,612
shares
|
$4.6 Million
1.48% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
58,941
shares
|
$4.33 Million
0.75% of portfolio
|
Q3 2025
Added 47.51%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
58,356
shares
|
$4.29 Million
0.06% of portfolio
|
Q3 2025
Added 20.17%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
57,810
shares
|
$4.25 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
57,672
shares
|
$4.24 Million
1.18% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
57,098
shares
|
$4.19 Million
0.08% of portfolio
|
Q1 2024
Reduced 95.5%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
56,492
shares
|
$4.15 Million
0.51% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
56,276
shares
|
$4.13 Million
0.07% of portfolio
|
Q3 2025
Added 43.94%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
55,898
shares
|
$4.11 Million
1.05% of portfolio
|
Q3 2025
Added 24.99%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
55,430
shares
|
$4.07 Million
2.16% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
54,835
shares
|
$4.03 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
54,491
shares
|
$4 Million
1.56% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
53,407
shares
|
$3.92 Million
0.02% of portfolio
|
Q3 2025
Reduced 60.49%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
53,159
shares
|
$3.9 Million
1.92% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
53,100
shares
|
$3.9 Million
0.5% of portfolio
|
Q3 2025
Added 14.81%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
52,056
shares
|
$3.82 Million
2.87% of portfolio
|
Q3 2025
Reduced 13.79%
|
|
|
Verum Partners LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
50,115
shares
|
$3.68 Million
0.78% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
49,816
shares
|
$3.66 Million
0.22% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
49,216
shares
|
$3.61 Million
0.07% of portfolio
|
Q3 2025
Reduced 9.63%
|
|