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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
9,580
shares
|
$451,026
0.05% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
9,578
shares
|
$450,932
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
9,420
shares
|
$443,493
0.04% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
9,259
shares
|
$435,913
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
9,098
shares
|
$428,333
0.06% of portfolio
|
Q3 2024
Added 53.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,007
shares
|
$424,049
0.0% of portfolio
|
Q3 2023
Reduced 21.73%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
8,861
shares
|
$417,175
0.27% of portfolio
|
Q2 2024
Added 2.61%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
8,684
shares
|
$408,842
0.02% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,601
shares
|
$404,935
0.02% of portfolio
|
Q3 2024
Added 15.67%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,496
shares
|
$399,991
0.02% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
8,449
shares
|
$397,778
0.15% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
8,446
shares
|
$397,637
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
8,231
shares
|
$387,515
0.04% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
8,226
shares
|
$387,280
0.0% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,172
shares
|
$384,737
0.03% of portfolio
|
Q3 2024
Reduced 28.59%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
8,042
shares
|
$378,617
0.04% of portfolio
|
Q3 2024
Added 64.59%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
7,807
shares
|
$367,553
0.11% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,702
shares
|
$362,610
0.0% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,629
shares
|
$359,173
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
7,539
shares
|
$354,936
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
7,472
shares
|
$351,781
0.01% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
7,362
shares
|
$346,602
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
7,350
shares
|
$346,038
0.11% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
7,349
shares
|
$345,990
0.0% of portfolio
|
Q3 2024
Added 43.4%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
7,254
shares
|
$341,518
0.01% of portfolio
|
Q3 2024
Added 4.68%
|