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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
237
shares
|
$11,449
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
221
shares
|
$10,676
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
214
shares
|
$10,338
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
200
shares
|
$9,662
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
150
shares
|
$7,246
0.0% of portfolio
|
Q4 2022
Reduced 84.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
148
shares
|
$7,149
0.0% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
127
shares
|
$6,135
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
118
shares
|
$5,700
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
100
shares
|
$4,831
0.0% of portfolio
|
Q1 2023
Reduced 99.83%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
100
shares
|
$4,831
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
100
shares
|
$4,831
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
65
shares
|
$3,140
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
64
shares
|
$3,091
0.0% of portfolio
|
Q3 2024
Reduced 95.65%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
53
shares
|
$2,560
0.0% of portfolio
|
Q1 2025
Reduced 90.4%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
35
shares
|
$1,690
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
35
shares
|
$1,690
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
32
shares
|
$1,545
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
25
shares
|
$1,207
0.0% of portfolio
|
Q1 2024
Added 127.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
24
shares
|
$1,159
0.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
19
shares
|
$917
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
16
shares
|
$772
0.0% of portfolio
|
Q2 2025
Added 433.33%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
13
shares
|
$628
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
8
shares
|
$386
0.0% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
7
shares
|
$338
0.0% of portfolio
|
Q4 2020
Reduced 94.31%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
3
shares
|
$144
0.0% of portfolio
|
Q4 2022
New holding
|