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 |
|---|---|---|---|---|---|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
17,102
shares
|
$848,943
0.42% of portfolio
|
Q4 2024
Reduced 24.53%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
17,011
shares
|
$844,426
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
16,959
shares
|
$841,844
0.02% of portfolio
|
Q4 2024
Added 800.64%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
16,500
shares
|
$819,060
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
16,340
shares
|
$811,117
0.02% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
16,005
shares
|
$794,488
0.0% of portfolio
|
Q4 2024
Added 99.02%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,978
shares
|
$793,147
0.07% of portfolio
|
Q4 2022
Added 0.01%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
15,753
shares
|
$781,978
0.0% of portfolio
|
Q4 2024
Reduced 50.32%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
15,735
shares
|
$781,085
0.33% of portfolio
|
Q1 2023
Reduced 2.88%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
15,693
shares
|
$779,000
0.08% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
15,658
shares
|
$777,263
0.05% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
15,532
shares
|
$771,008
0.04% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
15,413
shares
|
$765,101
0.11% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
15,300
shares
|
$759,492
0.4% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
15,162
shares
|
$752,641
0.14% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
15,103
shares
|
$749,712
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
15,088
shares
|
$748,968
0.17% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
14,847
shares
|
$737,005
0.18% of portfolio
|
Q4 2024
Reduced 18.11%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
14,767
shares
|
$733,033
0.02% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
14,639
shares
|
$726,679
0.01% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
14,529
shares
|
$721,219
0.01% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
14,505
shares
|
$720,028
0.27% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
14,144
shares
|
$702,108
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,010
shares
|
$695,456
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
14,000
shares
|
$694,960
0.15% of portfolio
|
Q3 2024
Added 2.94%
|