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 381 institutions that hold shares in the stock, with a total of 22.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
5,754
shares
|
$277,170
0.03% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
5,699
shares
|
$274,520
0.23% of portfolio
|
Q2 2025
Added 74.02%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
5,460
shares
|
$263,008
0.14% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
5,426
shares
|
$261,370
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
5,388
shares
|
$259,539
0.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
5,385
shares
|
$259,395
0.12% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
5,385
shares
|
$259,395
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,340
shares
|
$257,227
0.0% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
5,298
shares
|
$255,204
0.01% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
5,289
shares
|
$254,771
0.09% of portfolio
|
Q2 2025
Reduced 71.74%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
5,250
shares
|
$252,892
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
5,152
shares
|
$248,171
0.11% of portfolio
|
Q2 2025
Reduced 23.24%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
5,147
shares
|
$247,930
0.02% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
5,118
shares
|
$246,534
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
5,100
shares
|
$245,667
0.04% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
5,036
shares
|
$242,584
0.0% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
4,956
shares
|
$238,730
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,950
shares
|
$238,441
0.02% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,898
shares
|
$235,936
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,877
shares
|
$234,925
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
4,804
shares
|
$231,408
0.07% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
4,800
shares
|
$231,216
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Sep 22, 2025 Q2 2025 |
4,553
shares
|
$219,318
0.02% of portfolio
|
Q4 2023
Added 3.23%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
4,551
shares
|
$219,221
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
4,500
shares
|
$216,765
0.05% of portfolio
|
Q2 2024
New holding
|