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 362 institutions that hold shares in the stock, with a total of 22.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,978
shares
|
$816,955
0.07% of portfolio
|
Q4 2022
Added 0.01%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
15,896
shares
|
$812,762
0.18% of portfolio
|
Q3 2024
Reduced 40.65%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
15,782
shares
|
$806,933
0.04% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
15,735
shares
|
$804,530
0.33% of portfolio
|
Q1 2023
Reduced 2.88%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
15,720
shares
|
$803,763
0.42% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
15,640
shares
|
$799,673
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
15,559
shares
|
$795,531
0.06% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
15,162
shares
|
$775,233
0.15% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
15,080
shares
|
$771,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
15,072
shares
|
$770,631
0.28% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,694
shares
|
$751,304
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
14,447
shares
|
$738,675
0.03% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,344
shares
|
$733,408
0.02% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
14,289
shares
|
$730,596
0.01% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
14,137
shares
|
$722,824
0.02% of portfolio
|
Q3 2024
Reduced 81.98%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,010
shares
|
$716,331
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
14,000
shares
|
$715,820
0.15% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
13,928
shares
|
$712,138
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
13,333
shares
|
$681,716
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
13,321
shares
|
$681,102
0.11% of portfolio
|
Q1 2023
Reduced 31.46%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
13,000
shares
|
$664,690
0.1% of portfolio
|
Q4 2023
Reduced 13.33%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,904
shares
|
$659,781
0.23% of portfolio
|
Q4 2022
Reduced 97.72%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
12,858
shares
|
$657,429
0.31% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,551
shares
|
$641,732
0.02% of portfolio
|
Q2 2020
Added 70.65%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
12,287
shares
|
$628,234
0.03% of portfolio
|
Q3 2024
Added 5.75%
|