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 |
---|---|---|---|---|---|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
45,224
shares
|
$3.07 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
44,265
shares
|
$3.01 Million
0.02% of portfolio
|
Q3 2024
Added 6.49%
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
42,632
shares
|
$2.89 Million
0.87% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
42,033
shares
|
$2.85 Million
0.12% of portfolio
|
Q3 2024
Added 111.31%
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
41,890
shares
|
$2.84 Million
0.12% of portfolio
|
Q3 2024
Added 2.73%
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
41,195
shares
|
$2.8 Million
1.37% of portfolio
|
Q3 2024
New holding
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
40,871
shares
|
$2.78 Million
0.06% of portfolio
|
Q3 2024
Added 57.86%
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
40,738
shares
|
$2.77 Million
0.42% of portfolio
|
Q3 2024
Added 2.82%
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
40,342
shares
|
$2.74 Million
0.28% of portfolio
|
Q3 2024
Reduced 12.87%
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
39,849
shares
|
$2.71 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
39,778
shares
|
$2.7 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
39,482
shares
|
$2.68 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
38,953
shares
|
$2.64 Million
2.7% of portfolio
|
Q3 2024
Added 11.78%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
36,824
shares
|
$2.5 Million
0.12% of portfolio
|
Q3 2024
Added 11.85%
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
36,600
shares
|
$2.49 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
36,410
shares
|
$2.47 Million
2.17% of portfolio
|
Q3 2024
Added 96.64%
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
36,031
shares
|
$2.45 Million
1.46% of portfolio
|
Q3 2024
Added 455.69%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
35,928
shares
|
$2.44 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
34,818
shares
|
$2.36 Million
1.86% of portfolio
|
Q3 2024
Added 3.17%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,142
shares
|
$2.32 Million
0.06% of portfolio
|
Q3 2022
Reduced 7.84%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
33,092
shares
|
$2.25 Million
0.07% of portfolio
|
Q3 2024
Added 3.71%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
32,758
shares
|
$2.22 Million
0.78% of portfolio
|
Q1 2023
Reduced 6.87%
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
32,426
shares
|
$2.2 Million
0.28% of portfolio
|
Q3 2024
Added 0.12%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
31,987
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
31,793
shares
|
$2.16 Million
0.17% of portfolio
|
Q3 2024
Added 1.91%
|