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 362 institutions that hold shares in the stock, with a total of 22.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
12,192
shares
|
$608,990
0.0% of portfolio
|
Q3 2024
Added 43.67%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
12,180
shares
|
$608,391
0.01% of portfolio
|
Q3 2024
Added 142.63%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
12,163
shares
|
$607,541
0.06% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
11,642
shares
|
$581,517
0.03% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
11,599
shares
|
$579,370
0.01% of portfolio
|
Q3 2024
Added 224.9%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
11,434
shares
|
$571,128
0.04% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
11,431
shares
|
$570,978
0.01% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
11,300
shares
|
$564,435
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
11,183
shares
|
$558,590
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
11,107
shares
|
$554,794
0.14% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
10,982
shares
|
$548,550
0.0% of portfolio
|
Q3 2024
Added 58.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
10,949
shares
|
$546,902
0.02% of portfolio
|
Q3 2024
Added 21.01%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
10,740
shares
|
$536,463
0.05% of portfolio
|
Q2 2024
Added 3.3%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
10,630
shares
|
$530,968
0.0% of portfolio
|
Q2 2024
Reduced 9.92%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
10,535
shares
|
$526,223
0.31% of portfolio
|
Q4 2023
Reduced 6.23%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
10,482
shares
|
$523,575
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
10,410
shares
|
$519,979
0.01% of portfolio
|
Q3 2024
Added 49.31%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
10,338
shares
|
$516,383
0.0% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
10,284
shares
|
$513,685
0.11% of portfolio
|
Q3 2023
Reduced 74.3%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
10,165
shares
|
$507,741
0.17% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
9,979
shares
|
$498,451
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,874
shares
|
$493,206
0.03% of portfolio
|
Q3 2024
Added 37.64%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
9,580
shares
|
$478,521
0.05% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
9,578
shares
|
$478,421
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
9,420
shares
|
$470,529
0.04% of portfolio
|
Q3 2024
Reduced 2.62%
|