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 389 institutions that hold shares in the stock, with a total of 24.2 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 |
|---|---|---|---|---|---|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
80,505
shares
|
$4 Million
2.12% of portfolio
|
Q4 2024
Added 1467.77%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
75,742
shares
|
$3.76 Million
0.38% of portfolio
|
Q4 2024
Reduced 16.07%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
74,906
shares
|
$3.72 Million
0.15% of portfolio
|
Q4 2024
Added 243.51%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
70,191
shares
|
$3.49 Million
2.93% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
69,920
shares
|
$3.47 Million
1.11% of portfolio
|
Q4 2024
Added 167.78%
|
|
|
David Kennon Inc
Sarasota, FL |
Jan 22, 2025 Q4 2024 |
69,735
shares
|
$3.46 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
66,905
shares
|
$3.32 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
66,150
shares
|
$3.29 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
65,976
shares
|
$3.28 Million
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
65,556
shares
|
$3.26 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
64,300
shares
|
$3.19 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
63,039
shares
|
$3.13 Million
0.89% of portfolio
|
Q4 2024
Added 202.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
62,544
shares
|
$3.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
60,717
shares
|
$3.02 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
59,166
shares
|
$2.94 Million
2.12% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
57,522
shares
|
$2.86 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
56,045
shares
|
$2.78 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
53,740
shares
|
$2.67 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
51,279
shares
|
$2.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 20.57%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
49,716
shares
|
$2.47 Million
0.08% of portfolio
|
Q3 2022
Added 3.56%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
47,370
shares
|
$2.35 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
44,518
shares
|
$2.21 Million
0.13% of portfolio
|
Q4 2024
Added 54.8%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
44,010
shares
|
$2.19 Million
0.45% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
43,404
shares
|
$2.16 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
42,750
shares
|
$2.12 Million
0.28% of portfolio
|
Q4 2023
New holding
|