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 384 institutions that hold shares in the stock, with a total of 22.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
5,446
shares
|
$262,115
0.2% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
5,443
shares
|
$261,971
0.01% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
5,426
shares
|
$261,153
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
5,385
shares
|
$259,180
0.12% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
5,380
shares
|
$258,939
0.14% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
5,363
shares
|
$258,121
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,293
shares
|
$254,752
0.01% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
5,289
shares
|
$254,559
0.09% of portfolio
|
Q2 2025
Reduced 71.74%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
5,250
shares
|
$252,682
0.02% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,250
shares
|
$252,682
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
5,100
shares
|
$245,463
0.04% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
5,036
shares
|
$242,382
0.0% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
5,002
shares
|
$240,746
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
4,956
shares
|
$238,532
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,950
shares
|
$238,243
0.02% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,898
shares
|
$235,740
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,895
shares
|
$235,596
0.0% of portfolio
|
Q3 2025
Reduced 21.02%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,877
shares
|
$234,730
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
4,837
shares
|
$232,804
0.1% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
4,800
shares
|
$231,024
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,651
shares
|
$223,852
0.0% of portfolio
|
Q3 2025
Added 67.91%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
4,553
shares
|
$219,135
0.02% of portfolio
|
Q4 2023
Added 3.23%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
4,551
shares
|
$219,039
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
4,500
shares
|
$216,585
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
4,471
shares
|
$215,189
0.06% of portfolio
|
Q3 2025
Reduced 6.93%
|
|