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 |
|---|---|---|---|---|---|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
39,885
shares
|
$1.9 Million
1.34% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
39,880
shares
|
$1.9 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
39,792
shares
|
$1.89 Million
0.21% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
39,649
shares
|
$1.88 Million
1.31% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
39,536
shares
|
$1.88 Million
0.2% of portfolio
|
Q1 2025
Added 179.52%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
39,412
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
38,674
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2025
Added 33.67%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
35,376
shares
|
$1.68 Million
0.72% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
35,156
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
34,743
shares
|
$1.65 Million
0.07% of portfolio
|
Q1 2025
Added 178.21%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
33,576
shares
|
$1.6 Million
0.42% of portfolio
|
Q1 2025
Reduced 22.64%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
32,394
shares
|
$1.54 Million
0.05% of portfolio
|
Q1 2025
Added 91.01%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
32,125
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 234.29%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
31,900
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
30,470
shares
|
$1.45 Million
0.31% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
30,458
shares
|
$1.45 Million
0.04% of portfolio
|
Q4 2023
Reduced 4.84%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
30,296
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2025
Added 185.76%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
30,285
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
28,875
shares
|
$1.37 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
28,518
shares
|
$1.36 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
28,200
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 43.15%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
27,212
shares
|
$1.29 Million
0.41% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
27,021
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2025
Reduced 35.46%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
26,905
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2023
Added 7.98%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
26,634
shares
|
$1.27 Million
0.38% of portfolio
|
Q1 2025
Added 19.81%
|