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 382 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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
38,964
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
37,635
shares
|
$1.81 Million
0.43% of portfolio
|
Q3 2025
Added 23.13%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
37,582
shares
|
$1.81 Million
0.39% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
35,602
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
34,671
shares
|
$1.67 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
34,631
shares
|
$1.67 Million
0.02% of portfolio
|
Q2 2025
Added 14.31%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
34,146
shares
|
$1.64 Million
0.04% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
33,074
shares
|
$1.59 Million
0.03% of portfolio
|
Q2 2025
Added 39.38%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,509
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
31,909
shares
|
$1.54 Million
0.41% of portfolio
|
Q3 2025
Added 11.2%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
30,458
shares
|
$1.47 Million
0.04% of portfolio
|
Q4 2023
Reduced 4.84%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
29,709
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
28,650
shares
|
$1.38 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
28,578
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
28,070
shares
|
$1.35 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
27,992
shares
|
$1.35 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
27,732
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
27,400
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
27,291
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
26,905
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2023
Added 7.98%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
26,809
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
26,722
shares
|
$1.29 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
25,540
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
25,312
shares
|
$1.22 Million
0.26% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
24,579
shares
|
$1.18 Million
0.2% of portfolio
|
Q3 2025
Added 0.01%
|