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 385 institutions that hold shares in the stock, with a total of 22.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
4,439
shares
|
$213,649
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,414
shares
|
$212,445
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,396
shares
|
$211,579
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
4,361
shares
|
$209,894
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
4,272
shares
|
$205,611
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
4,248
shares
|
$204,456
0.0% of portfolio
|
Q3 2025
Reduced 46.92%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
4,239
shares
|
$204,023
0.0% of portfolio
|
Q3 2025
Reduced 17.17%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
4,231
shares
|
$203,638
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
4,180
shares
|
$201,183
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
4,179
shares
|
$201,135
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
4,174
shares
|
$200,894
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,158
shares
|
$200,124
0.0% of portfolio
|
Q3 2025
Reduced 15.26%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
4,152
shares
|
$199,835
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
4,128
shares
|
$198,680
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,124
shares
|
$198,488
0.02% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,781
shares
|
$181,979
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
3,781
shares
|
$181,979
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,724
shares
|
$179,236
0.0% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
3,665
shares
|
$176,396
0.02% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,632
shares
|
$174,808
0.0% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,592
shares
|
$172,882
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,578
shares
|
$172,209
0.06% of portfolio
|
Q1 2024
Added 0.22%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
3,206
shares
|
$154,304
0.0% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
3,161
shares
|
$152,138
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,928
shares
|
$140,924
0.1% of portfolio
|
Q3 2021
Added 5.44%
|
|