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 381 institutions that hold shares in the stock, with a total of 22.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
13,684
shares
|
$659,158
0.23% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
12,906
shares
|
$621,682
0.02% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,904
shares
|
$621,585
0.23% of portfolio
|
Q4 2022
Reduced 97.72%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
12,714
shares
|
$612,433
0.23% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
12,692
shares
|
$611,373
0.05% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
12,616
shares
|
$607,712
0.02% of portfolio
|
Q2 2025
Added 167.69%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,551
shares
|
$604,581
0.02% of portfolio
|
Q2 2020
Added 70.65%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
12,500
shares
|
$602,125
0.0% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
12,421
shares
|
$598,319
0.03% of portfolio
|
Q2 2025
Added 21.54%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
12,304
shares
|
$592,683
0.0% of portfolio
|
Q2 2025
Added 65.44%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
12,241
shares
|
$589,648
0.06% of portfolio
|
Q4 2024
Reduced 44.96%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
11,986
shares
|
$577,365
0.03% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
11,920
shares
|
$574,186
0.05% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
11,896
shares
|
$573,030
0.05% of portfolio
|
Q2 2025
Added 22.55%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,810
shares
|
$568,887
0.03% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
11,465
shares
|
$552,269
0.01% of portfolio
|
Q3 2025
Added 25.82%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
11,300
shares
|
$544,321
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
11,183
shares
|
$538,685
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,063
shares
|
$532,904
0.0% of portfolio
|
Q2 2025
Added 85.31%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
10,939
shares
|
$526,931
0.0% of portfolio
|
Q2 2025
Added 26.13%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
10,915
shares
|
$525,775
0.2% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
10,612
shares
|
$511,180
0.4% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
10,535
shares
|
$507,470
0.29% of portfolio
|
Q4 2023
Reduced 6.23%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
10,338
shares
|
$497,981
0.0% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
10,300
shares
|
$496,151
0.09% of portfolio
|
Q2 2025
Reduced 20.77%
|