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 373 institutions that hold shares in the stock, with a total of 22.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
10,350
shares
|
$503,941
0.02% of portfolio
|
Q4 2024
Reduced 26.79%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
10,338
shares
|
$503,357
0.0% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
10,284
shares
|
$500,727
0.1% of portfolio
|
Q3 2023
Reduced 74.3%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
10,274
shares
|
$500,241
0.12% of portfolio
|
Q4 2024
Added 50.56%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
10,165
shares
|
$494,933
0.17% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,874
shares
|
$480,765
0.03% of portfolio
|
Q3 2024
Added 37.64%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
9,580
shares
|
$466,450
0.05% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
9,578
shares
|
$466,352
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
9,327
shares
|
$454,131
0.12% of portfolio
|
Q4 2024
Reduced 16.03%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
9,259
shares
|
$450,820
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
9,098
shares
|
$442,981
0.06% of portfolio
|
Q3 2024
Added 53.09%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,084
shares
|
$442,299
0.05% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,007
shares
|
$438,550
0.0% of portfolio
|
Q3 2023
Reduced 21.73%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
8,861
shares
|
$431,442
0.27% of portfolio
|
Q2 2024
Added 2.61%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,601
shares
|
$418,782
0.02% of portfolio
|
Q3 2024
Added 15.67%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
8,474
shares
|
$412,599
0.17% of portfolio
|
Q4 2024
Added 74.43%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
8,449
shares
|
$411,381
0.15% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
8,226
shares
|
$400,523
0.0% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,172
shares
|
$397,894
0.03% of portfolio
|
Q3 2024
Reduced 28.59%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
8,158
shares
|
$397,213
0.06% of portfolio
|
Q4 2024
Reduced 18.25%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
7,970
shares
|
$388,059
0.11% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
7,822
shares
|
$380,853
0.03% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,702
shares
|
$375,010
0.0% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,629
shares
|
$371,456
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
7,539
shares
|
$367,073
0.24% of portfolio
|
Q3 2024
New holding
|