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 380 institutions that hold shares in the stock, with a total of 24 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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
11,183
shares
|
$530,633
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
10,987
shares
|
$521,333
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,936
shares
|
$518,913
0.06% of portfolio
|
Q1 2025
Added 20.39%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
10,815
shares
|
$513,171
0.22% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
10,765
shares
|
$510,799
0.02% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
10,711
shares
|
$508,236
0.52% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
10,624
shares
|
$504,108
0.03% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
10,602
shares
|
$503,064
0.01% of portfolio
|
Q4 2024
Reduced 50.62%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
10,556
shares
|
$500,882
0.13% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
10,535
shares
|
$499,885
0.29% of portfolio
|
Q4 2023
Reduced 6.23%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
10,338
shares
|
$490,538
0.0% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
10,284
shares
|
$487,975
0.1% of portfolio
|
Q3 2023
Reduced 74.3%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
10,274
shares
|
$487,501
0.12% of portfolio
|
Q4 2024
Added 50.56%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,220
shares
|
$484,939
0.03% of portfolio
|
Q1 2025
Added 86.97%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
10,072
shares
|
$477,916
0.0% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
9,946
shares
|
$471,937
0.01% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
9,905
shares
|
$469,992
0.0% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
9,781
shares
|
$464,108
0.0% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,707
shares
|
$460,597
0.04% of portfolio
|
Q1 2025
Reduced 20.38%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,690
shares
|
$459,790
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,610
shares
|
$455,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
9,260
shares
|
$439,387
0.13% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
9,135
shares
|
$433,455
0.02% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,007
shares
|
$427,382
0.0% of portfolio
|
Q3 2023
Reduced 21.73%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
8,527
shares
|
$404,606
0.32% of portfolio
|
Q4 2024
Reduced 3.77%
|