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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
12,369
shares
|
$595,319
0.01% of portfolio
|
Q3 2025
Reduced 16.01%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
12,241
shares
|
$589,159
0.05% of portfolio
|
Q4 2024
Reduced 44.96%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
11,920
shares
|
$573,709
0.05% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
11,896
shares
|
$572,554
0.05% of portfolio
|
Q2 2025
Added 22.55%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
11,867
shares
|
$571,158
0.02% of portfolio
|
Q3 2025
Added 27.52%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
11,803
shares
|
$568,078
0.33% of portfolio
|
Q3 2025
Reduced 19.67%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
11,728
shares
|
$564,468
0.03% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
11,700
shares
|
$563,121
0.0% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
11,465
shares
|
$551,810
0.01% of portfolio
|
Q3 2025
Added 25.82%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
11,450
shares
|
$551,088
0.02% of portfolio
|
Q3 2025
Reduced 44.37%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
11,334
shares
|
$545,505
0.0% of portfolio
|
Q3 2025
Added 20.17%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
11,300
shares
|
$543,869
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
11,282
shares
|
$543,002
0.0% of portfolio
|
Q3 2025
Added 16.55%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
11,183
shares
|
$538,237
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
10,915
shares
|
$525,338
0.2% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
10,832
shares
|
$521,344
0.0% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
10,535
shares
|
$507,049
0.29% of portfolio
|
Q4 2023
Reduced 6.23%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
10,431
shares
|
$502,044
0.0% of portfolio
|
Q3 2025
Reduced 46.62%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
10,431
shares
|
$502,044
0.01% of portfolio
|
Q3 2025
Reduced 46.62%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
10,338
shares
|
$497,567
0.0% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
10,319
shares
|
$496,653
0.04% of portfolio
|
Q3 2025
Reduced 86.06%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
10,284
shares
|
$494,968
0.08% of portfolio
|
Q3 2023
Reduced 74.3%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
10,271
shares
|
$494,343
0.02% of portfolio
|
Q3 2025
Reduced 25.15%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
9,897
shares
|
$476,342
0.0% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
9,800
shares
|
$471,674
0.08% of portfolio
|
Q3 2025
Reduced 4.85%
|
|