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 138 institutions that hold shares in the stock, with a total of 3.86 Million shares, which have been reported (via 13F filing form) to have a value of $426 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
52
shares
|
$5,746
0.0% of portfolio
|
Q3 2025
Reduced 54.78%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
50
shares
|
$5,525
0.0% of portfolio
|
Q2 2025
Reduced 40.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
45
shares
|
$4,972
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
35
shares
|
$3,867
0.0% of portfolio
|
Q1 2024
Reduced 85.11%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
32
shares
|
$3,536
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
30
shares
|
$3,315
0.0% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
26
shares
|
$2,873
0.0% of portfolio
|
Q3 2025
Reduced 88.18%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
24
shares
|
$2,652
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
22
shares
|
$2,431
0.0% of portfolio
|
Q2 2025
Reduced 99.93%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|