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 |
|---|---|---|---|---|---|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
24,268
shares
|
$1.17 Million
0.12% of portfolio
|
Q2 2025
Added 121.91%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
24,210
shares
|
$1.17 Million
0.53% of portfolio
|
Q2 2025
Added 61.72%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
24,187
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
24,158
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 14.79%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
23,847
shares
|
$1.15 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
23,393
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
23,052
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Added 60.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
22,980
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 63.22%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
21,619
shares
|
$1.04 Million
0.29% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
21,365
shares
|
$1.03 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
21,020
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
20,028
shares
|
$964,748
0.46% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
19,823
shares
|
$954,873
0.1% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
19,744
shares
|
$951,068
0.01% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
19,653
shares
|
$946,685
0.2% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
19,541
shares
|
$941,289
0.0% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
19,519
shares
|
$940,230
0.01% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
19,096
shares
|
$919,854
0.14% of portfolio
|
Q2 2025
Added 25.95%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
18,957
shares
|
$913,158
0.01% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
18,597
shares
|
$895,817
0.0% of portfolio
|
Q2 2025
Added 276.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
18,405
shares
|
$886,568
0.02% of portfolio
|
Q2 2025
Reduced 72.98%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
18,274
shares
|
$880,258
0.16% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
18,155
shares
|
$874,526
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
18,119
shares
|
$872,792
0.08% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
17,422
shares
|
$839,217
0.05% of portfolio
|
Q2 2025
Reduced 0.17%
|