Institutional Ownership Invesco ETF Tr Ii S&P 500 High (SPHD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 High (SPHD). We have compiled data on the 385 institutions that hold shares in the stock, with a total of 24.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,925,502
shares
|
$139 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,779,602
shares
|
$132 Million
0.06% of portfolio
|
Q1 2025
Added 21.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,151,885
shares
|
$54.8 Million
0.01% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,138,820
shares
|
$54.1 Million
0.02% of portfolio
|
Q1 2025
Added 61.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,106,516
shares
|
$52.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
980,599
shares
|
$46.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
685,522
shares
|
$32.6 Million
0.01% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
667,317
shares
|
$31.7 Million
0.01% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
616,165
shares
|
$29.3 Million
0.01% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
615,153
shares
|
$29.2 Million
0.01% of portfolio
|
Q1 2025
Added 13.39%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
420,252
shares
|
$20 Million
0.97% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
419,999
shares
|
$20 Million
0.03% of portfolio
|
Q1 2025
Added 41.88%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
400,459
shares
|
$19 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
376,798
shares
|
$17.9 Million
0.5% of portfolio
|
Q1 2025
Reduced 22.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
363,458
shares
|
$17.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
313,188
shares
|
$14.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
307,445
shares
|
$14.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
304,324
shares
|
$14.5 Million
0.01% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
294,312
shares
|
$14 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
250,666
shares
|
$11.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 39.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
247,252
shares
|
$11.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
228,346
shares
|
$10.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
221,518
shares
|
$10.5 Million
3.47% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
214,169
shares
|
$10.2 Million
0.04% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
212,525
shares
|
$10.1 Million
2.83% of portfolio
|
Q1 2025
Reduced 14.82%
|