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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
212,384
shares
|
$10.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
210,311
shares
|
$10.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
198,202
shares
|
$9.58 Million
0.83% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
192,089
shares
|
$9.28 Million
0.06% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
166,679
shares
|
$8.05 Million
0.01% of portfolio
|
Q1 2025
Added 8700.37%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
163,751
shares
|
$7.91 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
160,575
shares
|
$7.76 Million
2.54% of portfolio
|
Q1 2025
Added 154.72%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
158,095
shares
|
$7.64 Million
0.13% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
156,260
shares
|
$7.55 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
150,000
shares
|
$7.25 Million
1.6% of portfolio
|
Q1 2025
New holding
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
145,000
shares
|
$7 Million
2.25% of portfolio
|
Q3 2024
Reduced 23.68%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
132,885
shares
|
$6.42 Million
0.5% of portfolio
|
Q1 2021
Reduced 1.13%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
127,738
shares
|
$6.17 Million
3.88% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
124,924
shares
|
$6.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
122,000
shares
|
$5.89 Million
0.06% of portfolio
|
Q4 2024
Added 50.62%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
120,518
shares
|
$5.82 Million
2.38% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
116,096
shares
|
$5.61 Million
0.43% of portfolio
|
Q2 2025
Added 886.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
114,023
shares
|
$5.51 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
99,460
shares
|
$4.8 Million
0.0% of portfolio
|
Q1 2025
Added 904.14%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
95,639
shares
|
$4.62 Million
0.93% of portfolio
|
Q1 2025
Added 244.69%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
94,834
shares
|
$4.58 Million
0.03% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
90,841
shares
|
$4.39 Million
0.07% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
88,671
shares
|
$4.28 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
82,296
shares
|
$3.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.36%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
79,383
shares
|
$3.83 Million
0.15% of portfolio
|
Q2 2025
Added 0.02%
|