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 383 institutions that hold shares in the stock, with a total of 24.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
6,000
shares
|
$289,860
0.0% of portfolio
|
Q1 2024
Reduced 71.15%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
5,991
shares
|
$289,425
0.02% of portfolio
|
Q2 2024
Reduced 14.41%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
5,970
shares
|
$288,410
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
5,943
shares
|
$287,106
0.07% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
5,908
shares
|
$285,415
0.03% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,860
shares
|
$283,096
0.01% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
5,807
shares
|
$280,536
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
5,797
shares
|
$280,053
0.02% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
5,744
shares
|
$277,492
0.01% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
5,650
shares
|
$272,951
0.0% of portfolio
|
Q4 2024
Reduced 51.29%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
5,520
shares
|
$266,671
0.17% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
5,407
shares
|
$261,212
0.0% of portfolio
|
Q4 2024
Reduced 55.61%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
5,385
shares
|
$260,149
0.15% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
5,339
shares
|
$257,927
0.01% of portfolio
|
Q1 2025
Reduced 16.83%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
5,298
shares
|
$255,946
0.01% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
5,250
shares
|
$253,627
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
5,127
shares
|
$247,685
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
5,100
shares
|
$246,381
0.05% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,952
shares
|
$239,231
0.04% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
4,937
shares
|
$238,506
0.0% of portfolio
|
Q1 2025
Reduced 68.66%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
4,906
shares
|
$237,008
0.01% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,898
shares
|
$236,622
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,877
shares
|
$235,607
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
4,869
shares
|
$235,221
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
4,804
shares
|
$232,081
0.07% of portfolio
|
Q2 2025
Added 0.92%
|