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 389 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
8,158
shares
|
$404,963
0.06% of portfolio
|
Q4 2024
Reduced 18.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
8,100
shares
|
$402,084
0.0% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
7,970
shares
|
$395,630
0.11% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
7,911
shares
|
$392,702
0.01% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
7,822
shares
|
$388,284
0.03% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
7,544
shares
|
$374,484
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
7,539
shares
|
$374,235
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
7,377
shares
|
$366,194
0.23% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,356
shares
|
$365,151
0.0% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
7,246
shares
|
$359,691
0.04% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,192
shares
|
$357,010
0.06% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
7,162
shares
|
$355,521
0.04% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
6,860
shares
|
$340,530
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
6,839
shares
|
$339,487
0.16% of portfolio
|
Q4 2024
Added 15.52%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6,817
shares
|
$338,395
0.0% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
6,712
shares
|
$333,183
0.17% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
6,700
shares
|
$332,588
0.15% of portfolio
|
Q1 2024
Reduced 35.65%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
6,614
shares
|
$328,318
0.01% of portfolio
|
Q4 2024
Reduced 30.95%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
6,513
shares
|
$323,305
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
6,419
shares
|
$318,639
0.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
6,380
shares
|
$316,703
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
6,358
shares
|
$315,611
0.31% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
6,308
shares
|
$313,129
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
6,203
shares
|
$307,916
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
6,179
shares
|
$306,725
0.12% of portfolio
|
Q4 2023
New holding
|