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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2,805
shares
|
$135,004
0.0% of portfolio
|
Q3 2025
Added 24.67%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
2,573
shares
|
$123,838
0.36% of portfolio
|
Q2 2024
Reduced 51.57%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
2,565
shares
|
$123,453
0.02% of portfolio
|
Q2 2025
Added 22.14%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,531
shares
|
$121,817
0.0% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,428
shares
|
$116,859
0.0% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,265
shares
|
$109,014
0.0% of portfolio
|
Q3 2025
Reduced 22.11%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,152
shares
|
$103,575
0.03% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,150
shares
|
$103,479
0.02% of portfolio
|
Q2 2021
Added 252.46%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,144
shares
|
$103,190
0.02% of portfolio
|
Q3 2024
Reduced 62.81%
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
2,072
shares
|
$99,725
0.05% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2,057
shares
|
$99,003
0.01% of portfolio
|
Q3 2025
Reduced 29.87%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
2,001
shares
|
$96,308
0.02% of portfolio
|
Q1 2024
Added 200000.0%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
2,000
shares
|
$96,260
0.06% of portfolio
|
Q4 2023
Reduced 9.5%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,896
shares
|
$91,254
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,853
shares
|
$89,184
0.04% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,841
shares
|
$88,607
0.0% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,620
shares
|
$77,970
0.0% of portfolio
|
Q3 2025
Reduced 32.19%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
1,610
shares
|
$77,489
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
1,595
shares
|
$76,767
0.04% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,436
shares
|
$69,114
0.0% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
1,421
shares
|
$68,392
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
1,407
shares
|
$67,718
0.0% of portfolio
|
Q3 2023
Reduced 47.48%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
1,368
shares
|
$65,841
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,365
shares
|
$65,697
0.01% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
1,363
shares
|
$65,601
0.06% of portfolio
|
Q4 2024
New holding
|
|