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 22.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
198,312
shares
|
$9.54 Million
0.82% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
196,548
shares
|
$9.46 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
195,284
shares
|
$9.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Bts Asset Management, Inc.
|
Nov 12, 2025 Q3 2025 |
193,305
shares
|
$9.3 Million
12.26% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
185,506
shares
|
$8.93 Million
1.39% of portfolio
|
Q4 2025
Added 58.23%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
165,480
shares
|
$7.96 Million
1.28% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
163,193
shares
|
$7.85 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
145,000
shares
|
$6.98 Million
2.24% of portfolio
|
Q3 2024
Reduced 23.68%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
140,296
shares
|
$6.75 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Northside Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
132,885
shares
|
$6.4 Million
0.63% of portfolio
|
Q1 2021
Reduced 1.13%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
128,321
shares
|
$6.18 Million
0.01% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
125,045
shares
|
$6.02 Million
1.99% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
123,715
shares
|
$5.95 Million
1.01% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
119,443
shares
|
$5.75 Million
0.03% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
94,834
shares
|
$4.56 Million
0.03% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
94,413
shares
|
$4.54 Million
0.06% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
94,250
shares
|
$4.54 Million
1.17% of portfolio
|
Q3 2025
Added 1026.99%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
93,567
shares
|
$4.5 Million
0.13% of portfolio
|
Q3 2025
Added 36.2%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
92,611
shares
|
$4.46 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
87,973
shares
|
$4.23 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
85,400
shares
|
$4.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 30.0%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
84,408
shares
|
$4.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
82,630
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
79,560
shares
|
$3.83 Million
0.24% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
79,396
shares
|
$3.82 Million
0.14% of portfolio
|
Q3 2025
Added 0.02%
|
|