Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 HIGH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
501K+ 21.98% |
$23.6M - $25.4M
|
2.78M
$132M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
435K+ 61.7% |
$20.5M - $22M
|
1.14M
$54.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
165K+ 8700.37% |
$7.76M - $8.35M
|
167K
$7.92M
|
|
|
May 12, 2025
Q1 2025
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
150KNew |
$7.06M - $7.6M
|
150K
$7.13M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
124K+ 41.88% |
$5.84M - $6.28M
|
420K
$20M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
100KNew |
$4.71M - $5.07M
|
100K
$4.75M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
97.5K+ 154.72% |
$4.59M - $4.94M
|
161K
$7.63M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
89.6K+ 904.14% |
$4.22M - $4.54M
|
99.5K
$4.73M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
85.5K+ 14.25% |
$4.03M - $4.33M
|
686K
$32.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
79.3K+ 14.77% |
$3.73M - $4.02M
|
616K
$29.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
72.6K+ 13.39% |
$3.42M - $3.68M
|
615K
$29.2M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
67.9K+ 244.69% |
$3.2M - $3.44M
|
95.6K
$4.55M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.5K+ 29.16% |
$2.43M - $2.61M
|
228K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
39.9KNew |
$1.88M - $2.02M
|
39.9K
$1.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
39.9KNew |
$1.88M - $2.02M
|
39.9K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
36.1K+ 610.2% |
$1.7M - $1.83M
|
42K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.9KNew |
$1.5M - $1.62M
|
31.9K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
28.5KNew |
$1.34M - $1.45M
|
28.5K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
25.4K+ 179.52% |
$1.2M - $1.29M
|
39.5K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.5K+ 234.29% |
$1.06M - $1.14M
|
32.1K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
22.3K+ 178.21% |
$1.05M - $1.13M
|
34.7K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
20.9K+ 12.03% |
$985K - $1.06M
|
195K
$9.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
20.8K+ 46.69% |
$979K - $1.05M
|
65.3K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.7K+ 1.83% |
$972K - $1.05M
|
1.15M
$54.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.9K+ 10.26% |
$938K - $1.01M
|
214K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
19.7K+ 185.76% |
$927K - $998K
|
30.3K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.9K+ 391.0% |
$890K - $958K
|
23.7K
$1.13M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
17.8KNew |
$836K - $900K
|
17.8K
$844K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
17.7KNew |
$835K - $898K
|
17.7K
$843K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16.5K+ 93.27% |
$778K - $837K
|
34.2K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
16.3KNew |
$766K - $825K
|
16.3K
$774K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16K+ 5.56% |
$755K - $812K
|
304K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.8K+ 25.2% |
$742K - $799K
|
78.3K
$3.72M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15.4K+ 91.01% |
$727K - $782K
|
32.4K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
15KNew |
$705K - $759K
|
15K
$712K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.4KNew |
$678K - $730K
|
14.4K
$685K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
14KNew |
$659K - $709K
|
14K
$666K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.6K+ 97.59% |
$591K - $637K
|
25.4K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12.1KNew |
$568K - $611K
|
12.1K
$573K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.8KNew |
$554K - $596K
|
11.8K
$559K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.6K+ 21.57% |
$546K - $587K
|
65.3K
$3.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.6K+ 7.9% |
$545K - $587K
|
158K
$7.52M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
11.1KNew |
$521K - $561K
|
11.1K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.74K+ 33.67% |
$459K - $494K
|
38.7K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.61K+ 75.17% |
$405K - $436K
|
20.1K
$953K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
8.5K+ 43.15% |
$400K - $431K
|
28.2K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.29KNew |
$390K - $420K
|
8.29K
$394K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.25KNew |
$388K - $418K
|
8.25K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.7K+ 1.17% |
$363K - $390K
|
667K
$31.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.46K+ 4.65% |
$351K - $378K
|
168K
$7.99M
|