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 389 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
42,750
shares
|
$2.14 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
42,750
shares
|
$2.14 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
42,115
shares
|
$2.11 Million
0.37% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
41,870
shares
|
$2.1 Million
0.03% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
41,284
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
39,649
shares
|
$1.99 Million
1.31% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
38,888
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Added 254.11%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
37,606
shares
|
$1.88 Million
0.19% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
36,697
shares
|
$1.84 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
35,068
shares
|
$1.76 Million
0.91% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
34,918
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.13%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
34,324
shares
|
$1.72 Million
0.93% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
34,148
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
33,932
shares
|
$1.7 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
32,152
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Added 26039.84%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
31,532
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Reduced 43.18%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
30,850
shares
|
$1.55 Million
0.1% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
30,458
shares
|
$1.53 Million
0.04% of portfolio
|
Q4 2023
Reduced 4.84%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
29,964
shares
|
$1.5 Million
0.65% of portfolio
|
Q4 2024
Added 91.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
28,932
shares
|
$1.45 Million
0.02% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
27,746
shares
|
$1.39 Million
0.25% of portfolio
|
Q4 2024
Added 47.99%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
26,905
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2023
Added 7.98%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
26,455
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.6%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
26,387
shares
|
$1.32 Million
0.38% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
26,350
shares
|
$1.32 Million
0.25% of portfolio
|
Q4 2024
New holding
|