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 125 institutions that hold shares in the stock, with a total of 3.43 Million shares, which have been reported (via 13F filing form) to have a value of $339 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,958
shares
|
$292,575
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
2,900
shares
|
$286,839
0.08% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,878
shares
|
$284,662
0.0% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
2,844
shares
|
$281,300
0.05% of portfolio
|
Q1 2025
Reduced 50.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,612
shares
|
$258,352
0.0% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,663
shares
|
$164,487
0.0% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,529
shares
|
$151,233
0.0% of portfolio
|
Q1 2025
Added 526.64%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,388
shares
|
$137,287
0.08% of portfolio
|
Q1 2025
Added 51.03%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,300
shares
|
$128,583
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,133
shares
|
$112,065
0.0% of portfolio
|
Q1 2024
Added 4257.69%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
985
shares
|
$97,426
0.0% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
872
shares
|
$86,249
0.05% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
840
shares
|
$83,084
0.0% of portfolio
|
Q1 2023
Added 57.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
839
shares
|
$82,985
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
609
shares
|
$60,236
0.0% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
526
shares
|
$52,026
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
520
shares
|
$51,433
0.0% of portfolio
|
Q4 2024
Added 642.86%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
364
shares
|
$36,003
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
352
shares
|
$34,816
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
311
shares
|
$30,761
0.01% of portfolio
|
Q1 2025
Added 29.58%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
280
shares
|
$27,694
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
263
shares
|
$26,013
0.0% of portfolio
|
Q1 2025
Reduced 57.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
249
shares
|
$24,628
0.0% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
187
shares
|
$18,496
0.0% of portfolio
|
Q3 2024
Reduced 98.14%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
184
shares
|
$18,199
0.01% of portfolio
|
Q4 2022
New holding
|