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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,602
shares
|
$77,392
0.01% of portfolio
|
Q2 2025
Reduced 23.9%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
1,580
shares
|
$76,329
0.04% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,485
shares
|
$71,740
0.0% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,417
shares
|
$68,455
0.03% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,407
shares
|
$67,972
0.0% of portfolio
|
Q3 2023
Reduced 47.48%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,375
shares
|
$66,426
0.01% of portfolio
|
Q4 2022
Added 14.58%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,367
shares
|
$66,039
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,363
shares
|
$65,846
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,228
shares
|
$59,324
0.02% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,226
shares
|
$59,228
0.02% of portfolio
|
Q2 2021
Reduced 97.67%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,207
shares
|
$58,310
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,178
shares
|
$56,909
0.02% of portfolio
|
Q2 2019
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,132
shares
|
$54,686
0.04% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
1,102
shares
|
$53,237
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,040
shares
|
$50,242
0.04% of portfolio
|
Q4 2024
Reduced 86.68%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
930
shares
|
$44,928
0.0% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
906
shares
|
$43,768
0.0% of portfolio
|
Q1 2025
Added 74.23%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
900
shares
|
$43,479
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
820
shares
|
$39,614
0.03% of portfolio
|
Q1 2023
Reduced 90.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
802
shares
|
$38,744
0.0% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
766
shares
|
$37,005
0.0% of portfolio
|
Q3 2024
Added 6863.64%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
744
shares
|
$35,942
0.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
743
shares
|
$35,894
0.02% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
724
shares
|
$34,976
0.02% of portfolio
|
Q1 2024
Added 336.14%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
690
shares
|
$33,333
0.0% of portfolio
|
Q1 2025
Added 0.29%
|