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 364 institutions that hold shares in the stock, with a total of 22.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
22,241
shares
|
$1.05 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
21,890
shares
|
$1.03 Million
0.25% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
21,806
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
21,553
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.05%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
21,470
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Added 60.3%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
21,402
shares
|
$1.01 Million
0.52% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
21,005
shares
|
$988,915
0.48% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
20,239
shares
|
$952,852
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
19,823
shares
|
$933,266
0.1% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
19,650
shares
|
$925,122
0.15% of portfolio
|
Q4 2024
Added 157.98%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
19,434
shares
|
$914,952
0.29% of portfolio
|
Q2 2024
Added 2.37%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
19,428
shares
|
$914,670
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
19,324
shares
|
$909,773
0.01% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
18,813
shares
|
$885,716
0.0% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
18,748
shares
|
$882,655
0.18% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
18,498
shares
|
$870,885
0.32% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
18,215
shares
|
$857,562
0.0% of portfolio
|
Q3 2024
Added 18.68%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
18,155
shares
|
$854,737
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
18,131
shares
|
$853,607
0.23% of portfolio
|
Q3 2024
Added 20.93%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
17,300
shares
|
$814,484
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
17,260
shares
|
$812,600
0.08% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
17,126
shares
|
$806,292
0.05% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
17,011
shares
|
$800,877
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
16,972
shares
|
$799,041
0.01% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
16,500
shares
|
$776,820
0.03% of portfolio
|
Q2 2023
New holding
|