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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
4,445
shares
|
$214,115
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
4,439
shares
|
$213,826
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
4,358
shares
|
$209,924
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
4,272
shares
|
$205,782
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
4,174
shares
|
$201,061
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,158
shares
|
$200,290
0.0% of portfolio
|
Q3 2025
Reduced 15.26%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
4,152
shares
|
$200,001
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
4,120
shares
|
$198,460
0.01% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,107
shares
|
$197,834
0.02% of portfolio
|
Q2 2025
Added 71.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,945
shares
|
$190,030
0.01% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,781
shares
|
$182,130
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
3,781
shares
|
$182,130
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,682
shares
|
$177,361
0.0% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,578
shares
|
$172,352
0.06% of portfolio
|
Q1 2024
Added 0.22%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,577
shares
|
$172,304
0.01% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
3,406
shares
|
$164,067
0.02% of portfolio
|
Q2 2025
Reduced 41.35%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
3,206
shares
|
$154,433
0.0% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
3,173
shares
|
$152,843
0.08% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,928
shares
|
$141,041
0.1% of portfolio
|
Q3 2021
Added 5.44%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,908
shares
|
$140,078
0.0% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,770
shares
|
$133,430
0.0% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,733
shares
|
$131,648
0.0% of portfolio
|
Q2 2024
Reduced 43.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,583
shares
|
$124,423
0.0% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
2,573
shares
|
$123,941
0.38% of portfolio
|
Q2 2024
Reduced 51.57%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
2,565
shares
|
$123,556
0.02% of portfolio
|
Q2 2025
Added 22.14%
|