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 385 institutions that hold shares in the stock, with a total of 24.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
73,753
shares
|
$3.51 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
72,767
shares
|
$3.46 Million
0.45% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
70,482
shares
|
$3.35 Million
3.06% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
69,300
shares
|
$3.29 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
68,120
shares
|
$3.24 Million
0.04% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
67,524
shares
|
$3.21 Million
0.26% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
65,332
shares
|
$3.11 Million
0.02% of portfolio
|
Q1 2025
Added 21.57%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
65,302
shares
|
$3.1 Million
0.22% of portfolio
|
Q1 2025
Added 46.69%
|
|
|
David Kennon Inc
Sarasota, FL |
Apr 22, 2025 Q1 2025 |
64,414
shares
|
$3.06 Million
1.44% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
62,477
shares
|
$2.97 Million
0.04% of portfolio
|
Q1 2025
Reduced 42.14%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
58,769
shares
|
$2.79 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
58,022
shares
|
$2.76 Million
0.52% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
56,983
shares
|
$2.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
56,481
shares
|
$2.69 Million
0.1% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
53,083
shares
|
$2.52 Million
2.22% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
49,716
shares
|
$2.36 Million
0.08% of portfolio
|
Q3 2022
Added 3.56%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
47,370
shares
|
$2.25 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
46,471
shares
|
$2.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
46,236
shares
|
$2.2 Million
0.1% of portfolio
|
Q1 2025
Reduced 38.27%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
44,610
shares
|
$2.12 Million
0.49% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
43,000
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.13%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
42,750
shares
|
$2.03 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
42,115
shares
|
$2 Million
0.37% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
42,044
shares
|
$2 Million
0.11% of portfolio
|
Q1 2025
Added 610.2%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
40,382
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Added 3.84%
|