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 362 institutions that hold shares in the stock, with a total of 22.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,918,500
shares
|
$146 Million
0.01% of portfolio
|
Q3 2024
Added 21.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,925,125
shares
|
$96.2 Million
0.04% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,122,274
shares
|
$56.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,114,597
shares
|
$55.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
1,017,081
shares
|
$50.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
674,688
shares
|
$33.7 Million
0.01% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
638,341
shares
|
$31.9 Million
0.01% of portfolio
|
Q3 2024
Added 3722.86%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
584,752
shares
|
$29.2 Million
0.01% of portfolio
|
Q3 2024
Added 56.14%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
581,188
shares
|
$29 Million
0.01% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
526,775
shares
|
$26.3 Million
0.01% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
452,417
shares
|
$22.6 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
435,514
shares
|
$21.8 Million
1.03% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
363,458
shares
|
$18.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
328,211
shares
|
$16.4 Million
0.01% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
325,031
shares
|
$16.2 Million
0.17% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
323,363
shares
|
$16.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
287,573
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
287,409
shares
|
$14.4 Million
0.0% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
283,212
shares
|
$14.1 Million
0.05% of portfolio
|
Q3 2024
Added 38.97%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
264,999
shares
|
$13.2 Million
3.15% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
247,252
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
235,687
shares
|
$11.8 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Shilanski & Associates, Inc.
|
Jul 18, 2024 Q2 2024 |
217,503
shares
|
$10.9 Million
3.26% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
204,411
shares
|
$10.2 Million
0.02% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
199,010
shares
|
$9.94 Million
0.02% of portfolio
|
Q3 2024
Added 21.75%
|