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 |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
135
shares
|
$6,502
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
130
shares
|
$6,262
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
127
shares
|
$6,117
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
118
shares
|
$5,684
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
100
shares
|
$4,817
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
100
shares
|
$4,817
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
100
shares
|
$4,817
0.0% of portfolio
|
Q1 2023
Reduced 99.83%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
65
shares
|
$3,131
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
64
shares
|
$3,082
0.0% of portfolio
|
Q3 2024
Reduced 95.65%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
53
shares
|
$2,553
0.0% of portfolio
|
Q1 2025
Reduced 90.4%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
36
shares
|
$1,734
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
32
shares
|
$1,541
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
26
shares
|
$1,252
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
24
shares
|
$1,156
0.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
20
shares
|
$963
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
19
shares
|
$915
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
17
shares
|
$818
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
13
shares
|
$626
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
10
shares
|
$481
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
8
shares
|
$385
0.0% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
7
shares
|
$337
0.0% of portfolio
|
Q4 2020
Reduced 94.31%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6
shares
|
$289
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
3
shares
|
$144
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1
shares
|
$48
0.0% of portfolio
|
Q2 2025
Added 117900.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|