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 |
|---|---|---|---|---|---|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
18,155
shares
|
$863,088
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
17,759
shares
|
$844,262
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
17,726
shares
|
$842,694
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
17,452
shares
|
$829,668
0.06% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
17,124
shares
|
$814,074
0.13% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
17,011
shares
|
$808,702
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
16,914
shares
|
$804,091
0.02% of portfolio
|
Q1 2025
Added 58.61%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
16,281
shares
|
$773,998
0.07% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
16,277
shares
|
$773,808
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,978
shares
|
$759,594
0.07% of portfolio
|
Q4 2022
Added 0.01%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
15,929
shares
|
$757,264
0.08% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
15,735
shares
|
$748,041
0.33% of portfolio
|
Q1 2023
Reduced 2.88%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
15,676
shares
|
$745,237
0.05% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
15,326
shares
|
$728,598
0.42% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
15,301
shares
|
$727,409
0.07% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
15,252
shares
|
$725,080
1.96% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
15,201
shares
|
$722,655
0.04% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
15,162
shares
|
$720,801
0.13% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
15,101
shares
|
$717,901
0.17% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
15,088
shares
|
$717,283
0.03% of portfolio
|
Q1 2025
Reduced 33.82%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
14,970
shares
|
$711,673
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
14,767
shares
|
$702,023
0.02% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
14,405
shares
|
$684,813
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
14,367
shares
|
$683,007
0.11% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
14,322
shares
|
$680,867
0.02% of portfolio
|
Q1 2025
Reduced 12.35%
|