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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,226
shares
|
$59,007
0.02% of portfolio
|
Q2 2021
Reduced 97.67%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,223
shares
|
$58,862
0.0% of portfolio
|
Q3 2025
Added 95.68%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
1,207
shares
|
$58,092
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,178
shares
|
$56,697
0.02% of portfolio
|
Q2 2019
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,154
shares
|
$55,542
0.0% of portfolio
|
Q3 2025
Added 118.15%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,102
shares
|
$53,039
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,040
shares
|
$50,055
0.04% of portfolio
|
Q4 2024
Reduced 86.68%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
930
shares
|
$44,760
0.0% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
924
shares
|
$44,472
0.0% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
900
shares
|
$43,317
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
889
shares
|
$42,787
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
820
shares
|
$39,466
0.03% of portfolio
|
Q1 2023
Reduced 90.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
802
shares
|
$38,600
0.0% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
759
shares
|
$36,530
0.01% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
752
shares
|
$36,193
0.02% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
724
shares
|
$34,846
0.02% of portfolio
|
Q1 2024
Added 336.14%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
717
shares
|
$34,509
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
670
shares
|
$32,247
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
625
shares
|
$30,081
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
625
shares
|
$30,081
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
591
shares
|
$28,444
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
560
shares
|
$26,952
0.0% of portfolio
|
Q3 2025
Reduced 43.49%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
550
shares
|
$26,471
0.01% of portfolio
|
Q2 2023
Reduced 39.69%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
541
shares
|
$26,038
0.0% of portfolio
|
Q2 2024
Reduced 74.54%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
530
shares
|
$25,508
0.0% of portfolio
|
Q1 2024
New holding
|
|