Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.67K- 2.36% |
$366K - $397K
|
317K
$15.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.01K- 4.66% |
$383K - $414K
|
164K
$8.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.83K- 12.37% |
$422K - $457K
|
62.5K
$3.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.41K- 99.92% |
$450K - $487K
|
8
$397
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-10K- 44.96% |
$478K - $518K
|
12.2K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.9K- 50.62% |
$519K - $562K
|
10.6K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.5K- 3.82% |
$599K - $649K
|
316K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.3K- 20.57% |
$634K - $687K
|
51.3K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-14.5K- 16.07% |
$693K - $751K
|
75.7K
$3.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.1K- 30.13% |
$719K - $779K
|
34.9K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-15.1K- 2.23% |
$720K - $780K
|
660K
$32.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-15.5K- 5.85% |
$741K - $803K
|
249K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-15.9K- 9.78% |
$759K - $822K
|
147K
$7.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-16K- 50.32% |
$762K - $826K
|
15.8K
$782K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-21.8K- 2.15% |
$1.04M - $1.13M
|
995K
$49.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.2K- 11.16% |
$1.06M - $1.15M
|
177K
$8.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-24K- 43.18% |
$1.14M - $1.24M
|
31.5K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-24.1K- 94.39% |
$1.15M - $1.25M
|
1.44K
$71.2K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-27.9K- 57.44% |
$1.33M - $1.44M
|
20.7K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-28.2K- 51.6% |
$1.35M - $1.46M
|
26.5K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-34.3K- 99.19% |
$1.64M - $1.78M
|
281
$13.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-35.1K- 10.85% |
$1.68M - $1.81M
|
288K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-44.3K- 7.63% |
$2.12M - $2.29M
|
537K
$26.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-89K- 31.41% |
$4.25M - $4.6M
|
194K
$9.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-232K- 36.27% |
$11.1M - $12M
|
407K
$20.2M
|