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 361 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 $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
12,192
shares
|
$611,428
0.0% of portfolio
|
Q3 2024
Added 43.67%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
12,180
shares
|
$610,827
0.01% of portfolio
|
Q3 2024
Added 142.63%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
12,163
shares
|
$609,974
0.06% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
11,642
shares
|
$583,846
0.03% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
11,599
shares
|
$581,689
0.01% of portfolio
|
Q3 2024
Added 224.9%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
11,434
shares
|
$573,415
0.04% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
11,431
shares
|
$573,264
0.01% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
11,300
shares
|
$566,695
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
11,183
shares
|
$560,827
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
11,107
shares
|
$557,016
0.14% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
10,982
shares
|
$550,747
0.0% of portfolio
|
Q3 2024
Added 58.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
10,949
shares
|
$549,092
0.02% of portfolio
|
Q3 2024
Added 21.01%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
10,630
shares
|
$533,094
0.0% of portfolio
|
Q2 2024
Reduced 9.92%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
10,535
shares
|
$528,330
0.31% of portfolio
|
Q4 2023
Reduced 6.23%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
10,482
shares
|
$525,672
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
10,410
shares
|
$522,061
0.01% of portfolio
|
Q3 2024
Added 49.31%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
10,385
shares
|
$520,807
0.06% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
10,338
shares
|
$518,450
0.0% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
10,284
shares
|
$515,742
0.11% of portfolio
|
Q3 2023
Reduced 74.3%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
10,165
shares
|
$509,774
0.17% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
9,979
shares
|
$500,446
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,874
shares
|
$495,181
0.03% of portfolio
|
Q3 2024
Added 37.64%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
9,580
shares
|
$480,437
0.05% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
9,578
shares
|
$480,336
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
9,420
shares
|
$472,413
0.04% of portfolio
|
Q3 2024
Reduced 2.62%
|