Institutional Ownership Invesco ETF Tr Ii S&P 500 High (SPHB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 High (SPHB). We have compiled data on the 129 institutions that hold shares in the stock, with a total of 4.21 Million shares, which have been reported (via 13F filing form) to have a value of $374 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2024 Q2 2024 |
3,200
shares
|
$284,416
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
3,111
shares
|
$276,505
0.03% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
3,085
shares
|
$274,194
0.0% of portfolio
|
Q2 2024
Reduced 34.71%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
2,973
shares
|
$264,240
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,971
shares
|
$264,062
0.0% of portfolio
|
Q2 2024
Reduced 24.38%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 12, 2024 Q2 2024 |
2,900
shares
|
$257,752
0.1% of portfolio
|
Q2 2024
Added 13.64%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,866
shares
|
$254,730
0.04% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 13, 2024 Q2 2024 |
2,588
shares
|
$230,021
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
2,436
shares
|
$216,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
2,389
shares
|
$212,334
0.0% of portfolio
|
Q2 2024
Added 1.4%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
1,838
shares
|
$163,361
0.0% of portfolio
|
Q1 2024
Reduced 14.03%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,133
shares
|
$100,701
0.0% of portfolio
|
Q1 2024
Added 4257.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
969
shares
|
$86,124
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Aug 08, 2024 Q2 2024 |
873
shares
|
$77,592
0.06% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
840
shares
|
$74,659
0.0% of portfolio
|
Q1 2023
Added 57.74%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
697
shares
|
$61,949
0.0% of portfolio
|
Q2 2024
Added 300.57%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
619
shares
|
$55,016
0.0% of portfolio
|
Q3 2024
Reduced 65.34%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
615
shares
|
$54,661
0.02% of portfolio
|
Q3 2022
Reduced 0.97%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
612
shares
|
$54,394
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
609
shares
|
$54,127
0.0% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
598
shares
|
$53,150
0.05% of portfolio
|
Q1 2024
Reduced 4.63%
|
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
364
shares
|
$32,352
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
352
shares
|
$31,285
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
264
shares
|
$23,464
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
249
shares
|
$22,131
0.0% of portfolio
|
Q2 2024
New holding
|