Institutional Ownership Invesco ETF Tr Ii S&P 500 High (SPHB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 High (SPHB). We have compiled data on the 130 institutions that hold shares in the stock, with a total of 2.75 Million shares, which have been reported (via 13F filing form) to have a value of $259 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
19,851
shares
|
$1.8 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
18,300
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
18,167
shares
|
$1.65 Million
0.23% of portfolio
|
Q2 2023
Added 0.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
17,931
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
16,534
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.46%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
15,388
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 57.45%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
14,494
shares
|
$1.32 Million
0.71% of portfolio
|
Q4 2024
Added 64.16%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
14,455
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
13,225
shares
|
$1.2 Million
0.42% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
12,213
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 22.4%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
11,070
shares
|
$1.01 Million
0.24% of portfolio
|
Q3 2024
Reduced 14.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
10,997
shares
|
$999,627
0.0% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
10,962
shares
|
$996,445
0.06% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
10,297
shares
|
$935,997
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
9,211
shares
|
$837,279
0.01% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
8,810
shares
|
$800,829
0.0% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
8,582
shares
|
$780,103
0.0% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
8,500
shares
|
$772,650
0.16% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,080
shares
|
$643,572
0.08% of portfolio
|
Q2 2023
Added 10.59%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,022
shares
|
$638,299
0.0% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
6,239
shares
|
$567,125
0.19% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
5,856
shares
|
$532,310
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,846
shares
|
$531,401
0.03% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
5,838
shares
|
$530,674
0.26% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,787
shares
|
$526,038
0.08% of portfolio
|
Q4 2024
Added 101.92%
|