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 |
|---|---|---|---|---|---|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
10,284
shares
|
$495,380
0.09% of portfolio
|
Q3 2023
Reduced 74.3%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
10,213
shares
|
$491,960
0.21% of portfolio
|
Q2 2025
Added 57.12%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
10,088
shares
|
$485,938
0.02% of portfolio
|
Q2 2025
Reduced 17.76%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
10,040
shares
|
$483,626
0.03% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
9,956
shares
|
$479,580
0.0% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
9,801
shares
|
$472,114
0.03% of portfolio
|
Q2 2025
Reduced 44.81%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,698
shares
|
$467,152
0.01% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
9,680
shares
|
$466,285
0.0% of portfolio
|
Q2 2025
Added 148.27%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
9,663
shares
|
$465,466
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,432
shares
|
$454,339
0.0% of portfolio
|
Q2 2025
Added 11.56%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
9,370
shares
|
$451,352
0.03% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
9,348
shares
|
$450,293
0.18% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
9,347
shares
|
$450,244
0.01% of portfolio
|
Q3 2025
Reduced 14.38%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
9,306
shares
|
$448,270
0.02% of portfolio
|
Q2 2025
Reduced 28.85%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,249
shares
|
$445,524
0.08% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
9,186
shares
|
$442,489
0.1% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
9,074
shares
|
$437,094
0.01% of portfolio
|
Q2 2025
Reduced 26.48%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,007
shares
|
$433,867
0.0% of portfolio
|
Q3 2023
Reduced 21.73%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
9,003
shares
|
$433,674
0.17% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
8,966
shares
|
$431,892
0.03% of portfolio
|
Q1 2025
Reduced 23.33%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
8,635
shares
|
$415,947
0.06% of portfolio
|
Q2 2025
Added 18.53%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
8,524
shares
|
$410,601
0.19% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
8,363
shares
|
$402,845
0.11% of portfolio
|
Q2 2025
Reduced 94.79%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
8,300
shares
|
$399,811
0.11% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
8,115
shares
|
$390,899
0.31% of portfolio
|
Q1 2025
Reduced 4.83%
|