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 384 institutions that hold shares in the stock, with a total of 22.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,610,011
shares
|
$126 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,242,403
shares
|
$108 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,175,362
shares
|
$56.6 Million
0.0% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
928,696
shares
|
$44.7 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
716,017
shares
|
$34.5 Million
0.01% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
707,577
shares
|
$34.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
697,618
shares
|
$33.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 43.61%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
694,600
shares
|
$33.4 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
630,629
shares
|
$30.4 Million
0.01% of portfolio
|
Q3 2025
Added 17.08%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
515,088
shares
|
$24.8 Million
0.0% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
447,374
shares
|
$21.5 Million
0.88% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
363,458
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
345,212
shares
|
$16.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
330,211
shares
|
$15.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.65%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
306,842
shares
|
$14.8 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
282,649
shares
|
$13.6 Million
0.01% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
275,979
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
264,764
shares
|
$12.7 Million
0.02% of portfolio
|
Q3 2025
Added 19.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
248,405
shares
|
$12 Million
0.01% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
247,252
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
231,970
shares
|
$11.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
230,565
shares
|
$11.1 Million
3.04% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
212,411
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
203,045
shares
|
$9.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
201,238
shares
|
$9.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.7%
|
|