Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
214KNew |
$9.51M - $10.7M
|
214K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
130K+ 1324.26% |
$5.79M - $6.53M
|
140K
$6.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
106K+ 959.13% |
$4.71M - $5.31M
|
117K
$5.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
104K+ 886.46% |
$4.63M - $5.22M
|
116K
$5.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
70.3K+ 10.25% |
$3.12M - $3.52M
|
756K
$36.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
66.9K+ 21.98% |
$2.97M - $3.35M
|
371K
$17.9M
|
|
|
Aug 27, 2025
Q2 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
65KNew |
$2.89M - $3.25M
|
65K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
54.2K+ 140.05% |
$2.4M - $2.71M
|
92.8K
$4.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
52.6K+ 31.56% |
$2.33M - $2.63M
|
219K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
50K+ 33.33% |
$2.22M - $2.5M
|
200K
$9.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
49.6K+ 25.85% |
$2.2M - $2.48M
|
242K
$11.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
36.3K+ 5.45% |
$1.61M - $1.82M
|
704K
$33.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
30.1K+ 31.5% |
$1.34M - $1.51M
|
126K
$6.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
28.1KNew |
$1.25M - $1.4M
|
28.1K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.8KNew |
$1.19M - $1.34M
|
26.8K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
17.3K+ 4.11% |
$767K - $865K
|
438K
$21.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
13.7K+ 276.69% |
$606K - $684K
|
18.6K
$896K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
13.3K+ 121.91% |
$592K - $667K
|
24.3K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.2K+ 21.63% |
$542K - $611K
|
68.7K
$3.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.83K+ 4.63% |
$436K - $492K
|
222K
$10.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
9.66KNew |
$429K - $484K
|
9.66K
$465K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.34K+ 39.38% |
$415K - $468K
|
33.1K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.24K+ 61.72% |
$410K - $462K
|
24.2K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.65K+ 60.03% |
$384K - $433K
|
23.1K
$1.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
8.48K+ 12.99% |
$376K - $424K
|
73.8K
$3.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.9K+ 167.69% |
$351K - $395K
|
12.6K
$608K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.55KNew |
$291K - $328K
|
6.55K
$316K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.39K+ 15.82% |
$284K - $320K
|
46.8K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.78K+ 148.27% |
$257K - $289K
|
9.68K
$466K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
5.39KNew |
$239K - $269K
|
5.39K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.12KNew |
$227K - $256K
|
5.12K
$247K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.12K+ 5.77% |
$227K - $256K
|
93.8K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.09K+ 85.31% |
$226K - $255K
|
11.1K
$533K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.94K+ 1.58% |
$219K - $247K
|
318K
$15.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.87K+ 65.44% |
$216K - $244K
|
12.3K
$593K
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.8KNew |
$213K - $240K
|
4.8K
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4.69K+ 11.77% |
$208K - $235K
|
44.6K
$2.15M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
4.55KNew |
$202K - $228K
|
4.55K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.45KNew |
$197K - $222K
|
4.45K
$214K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.36KNew |
$193K - $218K
|
4.36K
$210K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.34K+ 14.31% |
$192K - $217K
|
34.6K
$1.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.01K+ 11.93% |
$178K - $200K
|
37.6K
$1.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.99K+ 2.55% |
$177K - $200K
|
160K
$7.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.93K+ 25.95% |
$175K - $197K
|
19.1K
$920K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.93K+ 14.76% |
$174K - $197K
|
30.6K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
3.78KNew |
$168K - $189K
|
3.78K
$182K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.71K+ 57.12% |
$165K - $186K
|
10.2K
$492K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.4K+ 0.31% |
$151K - $170K
|
1.11M
$53.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.33K+ 1.71% |
$148K - $167K
|
198K
$9.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.11K+ 14.79% |
$138K - $156K
|
24.2K
$1.16M
|