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 |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
14,116
shares
|
$681,943
0.09% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,010
shares
|
$676,823
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
14,000
shares
|
$676,340
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
13,989
shares
|
$675,808
0.01% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
13,786
shares
|
$666,001
0.24% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,749
shares
|
$664,214
0.11% of portfolio
|
Q1 2025
Added 41.89%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
13,080
shares
|
$631,894
0.02% of portfolio
|
Q1 2025
Added 20.88%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
13,000
shares
|
$628,030
0.1% of portfolio
|
Q4 2023
Reduced 13.33%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
12,957
shares
|
$625,952
0.05% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,904
shares
|
$623,392
0.23% of portfolio
|
Q4 2022
Reduced 97.72%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
12,645
shares
|
$610,879
0.27% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
12,605
shares
|
$608,947
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,551
shares
|
$606,338
0.02% of portfolio
|
Q2 2020
Added 70.65%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
12,342
shares
|
$596,242
0.01% of portfolio
|
Q1 2025
Reduced 84.67%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
12,330
shares
|
$595,662
0.0% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
12,241
shares
|
$591,362
0.06% of portfolio
|
Q4 2024
Reduced 44.96%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
12,149
shares
|
$586,918
0.08% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
12,060
shares
|
$582,618
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
11,986
shares
|
$579,043
0.03% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
11,981
shares
|
$578,802
0.03% of portfolio
|
Q1 2025
Added 31.15%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
11,920
shares
|
$575,855
0.05% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
11,300
shares
|
$545,903
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
11,183
shares
|
$540,250
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
11,069
shares
|
$534,743
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,936
shares
|
$528,318
0.06% of portfolio
|
Q1 2025
Added 20.39%
|