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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
14,200
shares
|
$675,068
0.28% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
14,198
shares
|
$674,972
0.0% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,010
shares
|
$666,035
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
14,000
shares
|
$665,560
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
13,989
shares
|
$665,037
0.01% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,749
shares
|
$653,627
0.11% of portfolio
|
Q1 2025
Added 41.89%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
13,080
shares
|
$621,823
0.02% of portfolio
|
Q1 2025
Added 20.88%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
13,000
shares
|
$618,020
0.1% of portfolio
|
Q4 2023
Reduced 13.33%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
12,957
shares
|
$615,975
0.05% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,904
shares
|
$613,456
0.23% of portfolio
|
Q4 2022
Reduced 97.72%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
12,645
shares
|
$601,143
0.27% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
12,605
shares
|
$599,241
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,551
shares
|
$596,674
0.02% of portfolio
|
Q2 2020
Added 70.65%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
12,342
shares
|
$586,738
0.01% of portfolio
|
Q1 2025
Reduced 84.67%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
12,330
shares
|
$586,168
0.0% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
12,266
shares
|
$583,125
0.02% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
12,241
shares
|
$581,937
0.06% of portfolio
|
Q4 2024
Reduced 44.96%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
12,149
shares
|
$577,563
0.08% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
12,060
shares
|
$573,332
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
12,037
shares
|
$572,238
0.04% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
11,981
shares
|
$569,576
0.03% of portfolio
|
Q1 2025
Added 31.15%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
11,920
shares
|
$566,676
0.06% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
11,769
shares
|
$559,498
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
11,300
shares
|
$537,202
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
11,183
shares
|
$531,639
0.03% of portfolio
|
Q4 2023
New holding
|