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 |
|---|---|---|---|---|---|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
11,069
shares
|
$526,220
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,936
shares
|
$519,897
0.06% of portfolio
|
Q1 2025
Added 20.39%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
10,815
shares
|
$514,145
0.22% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
10,790
shares
|
$512,956
0.04% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
10,782
shares
|
$512,576
0.47% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
10,765
shares
|
$511,768
0.02% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
10,711
shares
|
$509,200
0.52% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
10,535
shares
|
$500,833
0.29% of portfolio
|
Q4 2023
Reduced 6.23%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
10,338
shares
|
$491,468
0.0% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
10,284
shares
|
$488,901
0.11% of portfolio
|
Q3 2023
Reduced 74.3%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,220
shares
|
$485,858
0.03% of portfolio
|
Q1 2025
Added 86.97%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
10,072
shares
|
$478,822
0.0% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
9,946
shares
|
$472,832
0.01% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
9,849
shares
|
$468,221
0.0% of portfolio
|
Q1 2025
Reduced 71.79%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,707
shares
|
$461,470
0.04% of portfolio
|
Q1 2025
Reduced 20.38%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,698
shares
|
$461,042
0.01% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
9,389
shares
|
$446,353
0.11% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
9,260
shares
|
$440,220
0.13% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
9,103
shares
|
$432,756
0.21% of portfolio
|
Q1 2025
Reduced 39.73%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,007
shares
|
$428,192
0.0% of portfolio
|
Q3 2023
Reduced 21.73%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
8,966
shares
|
$426,243
0.03% of portfolio
|
Q1 2025
Reduced 23.33%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
8,921
shares
|
$424,104
0.21% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
8,673
shares
|
$412,314
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
8,524
shares
|
$405,230
0.26% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
8,455
shares
|
$401,950
0.0% of portfolio
|
Q1 2025
Added 2.57%
|