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 363 institutions that hold shares in the stock, with a total of 22.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
David Kennon Inc
Sarasota, FL |
Oct 22, 2024 Q3 2024 |
71,131
shares
|
$3.48 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
66,983
shares
|
$3.28 Million
0.29% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
65,699
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
64,659
shares
|
$3.17 Million
2.95% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
64,560
shares
|
$3.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
62,924
shares
|
$3.08 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
62,793
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2024
Added 76.11%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
62,566
shares
|
$3.06 Million
1.2% of portfolio
|
Q2 2023
Reduced 8.59%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
61,300
shares
|
$3 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
58,501
shares
|
$2.87 Million
0.6% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
56,502
shares
|
$2.77 Million
2.11% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
56,217
shares
|
$2.75 Million
0.1% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
55,498
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.37%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
54,659
shares
|
$2.68 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
49,977
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Added 399.27%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
49,716
shares
|
$2.44 Million
0.08% of portfolio
|
Q3 2022
Added 3.56%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
48,571
shares
|
$2.38 Million
0.63% of portfolio
|
Q3 2024
Added 147.86%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
47,370
shares
|
$2.32 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
47,018
shares
|
$2.3 Million
0.54% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
42,750
shares
|
$2.09 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
42,750
shares
|
$2.09 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
42,750
shares
|
$2.09 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
42,115
shares
|
$2.06 Million
0.37% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
41,157
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
39,546
shares
|
$1.94 Million
1.05% of portfolio
|
Q3 2024
New holding
|