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 $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
26,165
shares
|
$1.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
25,013
shares
|
$1.24 Million
0.27% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
24,671
shares
|
$1.22 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
24,103
shares
|
$1.2 Million
0.24% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
23,921
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
23,416
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
22,800
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
22,230
shares
|
$1.1 Million
0.33% of portfolio
|
Q4 2024
Added 20.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
21,810
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
21,118
shares
|
$1.05 Million
0.48% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
20,674
shares
|
$1.03 Million
0.26% of portfolio
|
Q4 2024
Reduced 57.44%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
20,140
shares
|
$999,749
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
20,048
shares
|
$995,182
0.49% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
19,823
shares
|
$984,013
0.1% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
19,700
shares
|
$977,908
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
19,650
shares
|
$975,426
0.15% of portfolio
|
Q4 2024
Added 157.98%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
19,484
shares
|
$967,185
0.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
19,434
shares
|
$964,703
0.28% of portfolio
|
Q2 2024
Added 2.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
19,133
shares
|
$949,762
0.01% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
18,613
shares
|
$923,949
0.0% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
18,519
shares
|
$919,283
0.01% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
18,155
shares
|
$901,214
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
18,119
shares
|
$899,427
0.09% of portfolio
|
Q4 2024
Added 74.47%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
17,720
shares
|
$879,620
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
17,528
shares
|
$870,089
0.07% of portfolio
|
Q4 2024
Added 1.55%
|