Institutional Ownership Invesco ETF Tr Ii S&P 500 High (SPHB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 High (SPHB). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 3.04 Million shares, which have been reported (via 13F filing form) to have a value of $342 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
18,509
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
18,167
shares
|
$2.04 Million
0.23% of portfolio
|
Q2 2023
Added 0.83%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
14,988
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
14,981
shares
|
$1.69 Million
0.01% of portfolio
|
Q2 2025
Reduced 59.21%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
14,815
shares
|
$1.67 Million
0.39% of portfolio
|
Q2 2025
Reduced 38.26%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
13,411
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
13,225
shares
|
$1.49 Million
0.42% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
13,168
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.8%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
12,049
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Added 35.49%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
11,263
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Added 28.47%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
10,740
shares
|
$1.21 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
10,448
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.92%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,289
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
9,953
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
9,634
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
9,574
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 57.7%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
9,220
shares
|
$1.04 Million
0.57% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
8,613
shares
|
$968,962
0.71% of portfolio
|
Q3 2025
Added 126.06%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
8,600
shares
|
$967,500
0.0% of portfolio
|
Q2 2025
Reduced 77.43%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
8,280
shares
|
$931,500
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
7,863
shares
|
$884,587
0.01% of portfolio
|
Q2 2025
Added 4342.37%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,080
shares
|
$796,500
0.08% of portfolio
|
Q2 2023
Added 10.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
6,878
shares
|
$773,775
0.0% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
6,189
shares
|
$696,262
0.17% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,829
shares
|
$655,762
0.03% of portfolio
|
Q2 2025
Added 3.77%
|