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 389 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,877
shares
|
$241,947
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
4,833
shares
|
$239,765
0.01% of portfolio
|
Q4 2024
Reduced 35.32%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
4,800
shares
|
$238,128
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
4,726
shares
|
$234,456
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Equity Management
|
Mar 24, 2025 Q4 2024 |
4,562
shares
|
$226,320
0.23% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
4,562
shares
|
$226,320
0.25% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
4,551
shares
|
$225,775
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
4,551
shares
|
$225,775
0.03% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
4,538
shares
|
$225,130
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
4,500
shares
|
$223,245
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,499
shares
|
$223,195
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
4,472
shares
|
$221,855
0.06% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
4,413
shares
|
$218,928
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
4,361
shares
|
$216,349
0.05% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
4,272
shares
|
$211,933
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
4,238
shares
|
$210,247
0.02% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,234
shares
|
$210,048
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
4,229
shares
|
$209,800
0.04% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
4,145
shares
|
$205,633
0.1% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
4,104
shares
|
$203,599
0.02% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,068
shares
|
$201,813
0.01% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,974
shares
|
$197,150
0.01% of portfolio
|
Q4 2024
Added 116.21%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
3,781
shares
|
$187,575
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,682
shares
|
$182,664
0.0% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,578
shares
|
$177,504
0.06% of portfolio
|
Q1 2024
Added 0.22%
|