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 367 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 $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
4,442
shares
|
$214,593
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
4,413
shares
|
$213,192
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
4,405
shares
|
$212,805
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
4,361
shares
|
$210,679
0.05% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
4,272
shares
|
$206,380
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,234
shares
|
$204,544
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
4,229
shares
|
$204,302
0.04% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,216
shares
|
$203,674
0.01% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
4,175
shares
|
$201,694
0.02% of portfolio
|
Q3 2024
Reduced 22.98%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
4,097
shares
|
$197,926
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
3,993
shares
|
$192,901
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,974
shares
|
$191,983
0.01% of portfolio
|
Q3 2024
Reduced 61.08%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
3,781
shares
|
$182,660
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
3,700
shares
|
$178,747
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,578
shares
|
$172,853
0.06% of portfolio
|
Q1 2024
Added 0.22%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
3,572
shares
|
$172,563
0.02% of portfolio
|
Q3 2024
Reduced 24.82%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,539
shares
|
$170,969
0.0% of portfolio
|
Q2 2024
Added 31.46%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
3,166
shares
|
$152,949
0.09% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,032
shares
|
$146,475
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,928
shares
|
$141,451
0.1% of portfolio
|
Q3 2021
Added 5.44%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,733
shares
|
$132,031
0.0% of portfolio
|
Q2 2024
Reduced 43.54%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
2,573
shares
|
$124,301
1.04% of portfolio
|
Q2 2024
Reduced 51.57%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,536
shares
|
$122,514
0.01% of portfolio
|
Q2 2024
Reduced 8.35%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
2,483
shares
|
$119,953
0.06% of portfolio
|
Q2 2023
Reduced 16.76%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,403
shares
|
$116,088
0.02% of portfolio
|
Q4 2024
Reduced 24.77%
|