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 119 institutions that hold shares in the stock, with a total of 3.01 Million shares, which have been reported (via 13F filing form) to have a value of $305 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,460
shares
|
$249,321
0.0% of portfolio
|
Q2 2025
Reduced 14.52%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
2,351
shares
|
$238,273
0.0% of portfolio
|
Q2 2025
Added 53.76%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
2,202
shares
|
$223,172
0.04% of portfolio
|
Q2 2025
Reduced 86.19%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
2,180
shares
|
$220,943
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,126
shares
|
$215,470
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,077
shares
|
$210,503
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,300
shares
|
$131,755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,133
shares
|
$114,829
0.0% of portfolio
|
Q1 2024
Added 4257.69%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,063
shares
|
$107,735
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
985
shares
|
$99,829
0.0% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
888
shares
|
$89,998
0.05% of portfolio
|
Q2 2025
Reduced 36.02%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
840
shares
|
$85,134
0.0% of portfolio
|
Q1 2023
Added 57.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
839
shares
|
$85,032
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
796
shares
|
$80,674
0.0% of portfolio
|
Q2 2025
Reduced 52.13%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
609
shares
|
$61,722
0.0% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
522
shares
|
$52,904
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
364
shares
|
$36,891
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
352
shares
|
$35,675
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
311
shares
|
$31,519
0.01% of portfolio
|
Q1 2025
Added 29.58%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
263
shares
|
$26,655
0.0% of portfolio
|
Q1 2025
Reduced 57.51%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
220
shares
|
$22,297
0.0% of portfolio
|
Q2 2025
Added 54.93%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
204
shares
|
$20,675
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
187
shares
|
$18,952
0.0% of portfolio
|
Q3 2024
Reduced 98.14%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
184
shares
|
$18,648
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
182
shares
|
$18,445
0.0% of portfolio
|
Q2 2024
New holding
|