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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
419
shares
|
$20,183
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
417
shares
|
$20,086
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
400
shares
|
$19,268
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
400
shares
|
$19,268
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
384
shares
|
$18,497
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
369
shares
|
$17,774
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
364
shares
|
$17,533
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
317
shares
|
$15,269
0.0% of portfolio
|
Q4 2024
Added 217.0%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
303
shares
|
$14,595
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
300
shares
|
$14,451
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
300
shares
|
$14,451
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
294
shares
|
$14,161
0.01% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
280
shares
|
$13,487
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
270
shares
|
$13,005
0.0% of portfolio
|
Q4 2023
Added 35.68%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
255
shares
|
$12,283
0.0% of portfolio
|
Q4 2019
Reduced 90.76%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
253
shares
|
$12,187
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
247
shares
|
$11,897
0.0% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
240
shares
|
$11,560
0.0% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
221
shares
|
$10,645
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
214
shares
|
$10,308
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
211
shares
|
$10,163
0.0% of portfolio
|
Q2 2025
Reduced 72.45%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
200
shares
|
$9,634
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
180
shares
|
$8,670
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
150
shares
|
$7,225
0.0% of portfolio
|
Q4 2022
Reduced 84.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
148
shares
|
$7,129
0.0% of portfolio
|
Q4 2023
Added 0.68%
|