Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 HIGH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
218K+ 47.33% |
$8.64M - $10M
|
678K
$32.9M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
155K+ 195.54% |
$6.15M - $7.15M
|
234K
$11.4M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
146K+ 56.5% |
$5.79M - $6.73M
|
404K
$19.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
135K+ 22.52% |
$5.34M - $6.21M
|
732K
$35.5M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
128K+ 24.04% |
$5.07M - $5.89M
|
659K
$31.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
115K+ 325.04% |
$4.58M - $5.32M
|
151K
$7.31M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
109KNew |
$4.31M - $5.01M
|
109K
$5.27M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
108K+ 37.34% |
$4.27M - $4.96M
|
395K
$19.2M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
91.3KNew |
$3.62M - $4.21M
|
91.3K
$4.42M
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
90KNew |
$3.57M - $4.15M
|
90K
$4.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
90K+ 36.91% |
$3.57M - $4.15M
|
334K
$16.2M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
78.3KNew |
$3.1M - $3.61M
|
78.3K
$3.79M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
68.4KNew |
$2.72M - $3.16M
|
68.4K
$3.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
46.1K+ 166.68% |
$1.83M - $2.13M
|
73.7K
$3.57M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.7K+ 224.89% |
$1.81M - $2.11M
|
66K
$3.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.3K+ 8.87% |
$1.76M - $2.04M
|
544K
$26.4M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
41.2KNew |
$1.63M - $1.9M
|
41.2K
$2M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
38.3KNew |
$1.52M - $1.76M
|
38.3K
$1.85M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
33.2K+ 106.85% |
$1.32M - $1.53M
|
64.2K
$3.11M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.7K+ 11.4% |
$1.3M - $1.51M
|
320K
$15.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
32KNew |
$1.27M - $1.48M
|
32K
$1.55M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
27.6K+ 7.64% |
$1.09M - $1.27M
|
388K
$18.8M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
27.1KNew |
$1.07M - $1.25M
|
27.1K
$1.31M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
26.4K+ 43298.36% |
$1.05M - $1.22M
|
26.5K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24.7K+ 55.72% |
$980K - $1.14M
|
69.1K
$3.35M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
24.7KNew |
$978K - $1.14M
|
24.7K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
22.3KNew |
$885K - $1.03M
|
22.3K
$1.08M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
22K+ 156.81% |
$873K - $1.01M
|
36K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
21.9K+ 32.16% |
$869K - $1.01M
|
90K
$4.36M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
20.8K+ 56.91% |
$823K - $957K
|
57.2K
$2.77M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
19.9K+ 11.56% |
$789K - $917K
|
192K
$9.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
19.5K+ 72.63% |
$774K - $899K
|
46.4K
$2.25M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.8K+ 46.31% |
$746K - $867K
|
59.4K
$2.88M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.8K+ 46.31% |
$746K - $867K
|
59.4K
$2.88M
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
18.5KNew |
$734K - $853K
|
18.5K
$896K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
15.9KNew |
$631K - $733K
|
15.9K
$770K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.4K+ 3.85% |
$533K - $619K
|
362K
$17.5M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.7K+ 111.12% |
$503K - $585K
|
24.1K
$1.17M
|
|
|
Apr 26, 2023
Q1 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
12.2K+ 12.58% |
$482K - $560K
|
109K
$5.27M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
11.8KNew |
$469K - $545K
|
11.8K
$572K
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
11KNew |
$436K - $507K
|
11K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.2K+ 8.14% |
$404K - $469K
|
135K
$6.56M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10.1K+ 22.09% |
$400K - $465K
|
55.7K
$2.7M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.79K+ 1707.68% |
$388K - $451K
|
10.4K
$502K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.72K+ 7.63% |
$346K - $402K
|
123K
$5.96M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.57K+ 5.02% |
$340K - $395K
|
179K
$8.67M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.49KNew |
$337K - $391K
|
8.49K
$411K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.16K+ 124.61% |
$284K - $330K
|
12.9K
$625K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.01KNew |
$278K - $323K
|
7.01K
$339K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.69KNew |
$265K - $308K
|
6.69K
$324K
|