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 |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
670
shares
|
$32,367
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
625
shares
|
$30,193
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
625
shares
|
$30,193
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
625
shares
|
$30,193
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
560
shares
|
$27,053
0.01% of portfolio
|
Q3 2021
Reduced 11.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
550
shares
|
$26,570
0.0% of portfolio
|
Q2 2025
Reduced 98.62%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
550
shares
|
$26,570
0.01% of portfolio
|
Q2 2023
Reduced 39.69%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
541
shares
|
$26,135
0.0% of portfolio
|
Q2 2024
Reduced 74.54%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
530
shares
|
$25,604
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
529
shares
|
$25,555
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
500
shares
|
$24,155
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
419
shares
|
$20,241
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
417
shares
|
$20,145
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
400
shares
|
$19,324
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
384
shares
|
$18,551
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
364
shares
|
$17,584
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
317
shares
|
$15,314
0.0% of portfolio
|
Q4 2024
Added 217.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
300
shares
|
$14,493
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
300
shares
|
$14,493
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
297
shares
|
$14,348
0.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
294
shares
|
$14,203
0.01% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
280
shares
|
$13,526
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
270
shares
|
$13,043
0.0% of portfolio
|
Q4 2023
Added 35.68%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
261
shares
|
$12,608
0.0% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
255
shares
|
$12,319
0.0% of portfolio
|
Q4 2019
Reduced 90.76%
|