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 |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
8,300
shares
|
$400,973
0.11% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
8,288
shares
|
$400,393
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
8,250
shares
|
$398,557
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
8,115
shares
|
$392,035
0.28% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
8,069
shares
|
$389,813
0.02% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
7,977
shares
|
$385,368
0.05% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
7,911
shares
|
$382,180
0.01% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
7,723
shares
|
$373,098
0.04% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
7,695
shares
|
$371,745
0.11% of portfolio
|
Q1 2025
Reduced 27.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
7,437
shares
|
$359,281
0.0% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
7,398
shares
|
$357,397
0.24% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
7,339
shares
|
$354,547
0.18% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
7,318
shares
|
$353,532
0.0% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
7,307
shares
|
$353,001
0.05% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
7,285
shares
|
$351,938
0.06% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
6,918
shares
|
$334,208
0.28% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
6,712
shares
|
$324,256
0.17% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,643
shares
|
$320,923
0.0% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
6,615
shares
|
$319,570
0.01% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
6,500
shares
|
$314,015
0.15% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
6,375
shares
|
$307,976
0.03% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
6,358
shares
|
$307,154
0.33% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
6,308
shares
|
$304,739
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
6,179
shares
|
$298,507
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,178
shares
|
$298,459
0.01% of portfolio
|
Q2 2024
Reduced 3.69%
|