Institutional Ownership 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). We have compiled data on the 379 institutions that hold shares in the stock, with a total of 22.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,925,502
shares
|
$141 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,477,313
shares
|
$119 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,109,919
shares
|
$53.4 Million
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
953,740
shares
|
$45.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
703,661
shares
|
$33.8 Million
0.01% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
685,522
shares
|
$33 Million
0.01% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
649,590
shares
|
$31.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 43.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
538,628
shares
|
$25.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
499,936
shares
|
$24 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.86%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
437,540
shares
|
$21 Million
0.88% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
401,007
shares
|
$19.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 64.79%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
371,209
shares
|
$17.9 Million
0.01% of portfolio
|
Q2 2025
Added 21.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
363,458
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
313,188
shares
|
$15.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
294,312
shares
|
$14.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
285,471
shares
|
$13.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 32.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
263,884
shares
|
$12.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
247,252
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
241,738
shares
|
$11.6 Million
0.07% of portfolio
|
Q2 2025
Added 25.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
232,329
shares
|
$11.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
223,369
shares
|
$10.7 Million
3.04% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
222,212
shares
|
$10.7 Million
0.02% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
219,283
shares
|
$10.5 Million
0.01% of portfolio
|
Q2 2025
Added 31.56%
|
|
|
Bts Asset Management, Inc.
|
Jul 30, 2025 Q2 2025 |
214,253
shares
|
$10.3 Million
12.37% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
206,615
shares
|
$9.94 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.52%
|