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 388 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 $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,960,336
shares
|
$149 Million
0.01% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,278,767
shares
|
$114 Million
0.05% of portfolio
|
Q4 2024
Added 18.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,136,780
shares
|
$57.1 Million
0.0% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,131,229
shares
|
$56.8 Million
0.01% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
995,260
shares
|
$50 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
704,294
shares
|
$35.4 Million
0.01% of portfolio
|
Q4 2024
Added 20.44%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
659,614
shares
|
$33.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
600,021
shares
|
$30.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
542,513
shares
|
$27.2 Million
0.01% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
536,852
shares
|
$26.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
489,089
shares
|
$24.6 Million
0.58% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
435,645
shares
|
$21.9 Million
0.98% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
412,493
shares
|
$20.7 Million
0.02% of portfolio
|
Q4 2024
Added 238.93%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
406,831
shares
|
$20.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 36.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
363,458
shares
|
$18.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
317,362
shares
|
$15.9 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
315,670
shares
|
$15.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
298,021
shares
|
$15 Million
0.0% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
296,020
shares
|
$14.9 Million
0.02% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
288,294
shares
|
$14.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.85%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
285,753
shares
|
$14.3 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
249,487
shares
|
$12.5 Million
2.77% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
247,252
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
230,434
shares
|
$11.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
215,298
shares
|
$10.8 Million
3.35% of portfolio
|
Q4 2024
Reduced 1.01%
|