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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
202,522
shares
|
$9.76 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
201,773
shares
|
$9.72 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
200,000
shares
|
$9.63 Million
1.57% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
198,312
shares
|
$9.55 Million
0.82% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
163,751
shares
|
$7.89 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
160,252
shares
|
$7.72 Million
1.29% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
145,000
shares
|
$6.98 Million
2.25% of portfolio
|
Q3 2024
Reduced 23.68%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
140,296
shares
|
$6.76 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
140,275
shares
|
$6.76 Million
0.0% of portfolio
|
Q2 2025
Added 1324.26%
|
|
|
Northside Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
132,885
shares
|
$6.4 Million
0.63% of portfolio
|
Q1 2021
Reduced 1.13%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
125,770
shares
|
$6.06 Million
1.09% of portfolio
|
Q2 2025
Added 31.5%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
124,924
shares
|
$6.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
123,321
shares
|
$5.94 Million
2.13% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
122,000
shares
|
$5.88 Million
0.06% of portfolio
|
Q4 2024
Added 50.62%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Aug 05, 2025 Q2 2025 |
120,857
shares
|
$5.82 Million
3.57% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
117,235
shares
|
$5.65 Million
1.19% of portfolio
|
Q2 2025
Added 959.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
115,283
shares
|
$5.55 Million
0.03% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
99,283
shares
|
$4.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 75.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
94,834
shares
|
$4.57 Million
0.03% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
93,787
shares
|
$4.52 Million
0.11% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
93,025
shares
|
$4.48 Million
0.06% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
92,837
shares
|
$4.47 Million
0.05% of portfolio
|
Q2 2025
Added 140.05%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
84,674
shares
|
$4.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
82,296
shares
|
$3.96 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.36%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
79,396
shares
|
$3.82 Million
0.14% of portfolio
|
Q3 2025
Added 0.02%
|