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 |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
74,036
shares
|
$3.57 Million
0.38% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
73,783
shares
|
$3.55 Million
0.22% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
73,600
shares
|
$3.55 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
70,288
shares
|
$3.39 Million
0.24% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
68,700
shares
|
$3.31 Million
0.1% of portfolio
|
Q2 2025
Added 21.63%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
67,856
shares
|
$3.27 Million
0.02% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
65,542
shares
|
$3.16 Million
0.74% of portfolio
|
Q2 2025
Reduced 69.16%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
65,408
shares
|
$3.15 Million
2.61% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Oct 17, 2025 Q3 2025 |
64,224
shares
|
$3.09 Million
2.72% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
63,666
shares
|
$3.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.7%
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
62,632
shares
|
$3.02 Million
1.24% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
59,127
shares
|
$2.85 Million
0.13% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
58,297
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
57,628
shares
|
$2.78 Million
1.74% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
55,624
shares
|
$2.68 Million
0.34% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
49,716
shares
|
$2.39 Million
0.08% of portfolio
|
Q3 2022
Added 3.56%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
47,370
shares
|
$2.28 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
46,772
shares
|
$2.25 Million
0.0% of portfolio
|
Q2 2025
Added 15.82%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
44,598
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
44,567
shares
|
$2.15 Million
1.38% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
42,756
shares
|
$2.06 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
42,750
shares
|
$2.06 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
42,115
shares
|
$2.03 Million
0.37% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
39,746
shares
|
$1.91 Million
0.16% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
38,964
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.14%
|