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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
500
shares
|
$24,065
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
476
shares
|
$22,909
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
429
shares
|
$20,647
0.0% of portfolio
|
Q3 2025
Added 103.32%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
421
shares
|
$20,262
0.02% of portfolio
|
Q3 2025
Reduced 66.64%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
419
shares
|
$20,166
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
418
shares
|
$20,118
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
400
shares
|
$19,252
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
400
shares
|
$19,252
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
384
shares
|
$18,481
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
369
shares
|
$17,759
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
364
shares
|
$17,519
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
317
shares
|
$15,257
0.0% of portfolio
|
Q4 2024
Added 217.0%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
303
shares
|
$14,583
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
302
shares
|
$14,535
0.01% of portfolio
|
Q3 2025
Reduced 56.17%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
300
shares
|
$14,439
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
300
shares
|
$14,439
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
280
shares
|
$13,476
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
270
shares
|
$12,995
0.0% of portfolio
|
Q4 2023
Added 35.68%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
255
shares
|
$12,273
0.0% of portfolio
|
Q4 2019
Reduced 90.76%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
255
shares
|
$12,273
0.0% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
243
shares
|
$11,695
0.0% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
221
shares
|
$10,636
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
200
shares
|
$9,626
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
191
shares
|
$9,192
0.0% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
162
shares
|
$7,797
0.0% of portfolio
|
Q4 2025
Added 76.09%
|
|