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 |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
150
shares
|
$7,219
0.0% of portfolio
|
Q4 2022
Reduced 84.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
148
shares
|
$7,123
0.0% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
147
shares
|
$7,075
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
127
shares
|
$6,112
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
120
shares
|
$5,775
0.0% of portfolio
|
Q3 2025
Reduced 97.09%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
118
shares
|
$5,679
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
100
shares
|
$4,813
0.0% of portfolio
|
Q1 2023
Reduced 99.83%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
100
shares
|
$4,813
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
100
shares
|
$4,813
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
96
shares
|
$4,620
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
75
shares
|
$3,609
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
64
shares
|
$3,080
0.0% of portfolio
|
Q3 2024
Reduced 95.65%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
57
shares
|
$2,743
0.0% of portfolio
|
Q3 2025
Reduced 99.79%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
53
shares
|
$2,550
0.0% of portfolio
|
Q1 2025
Reduced 90.4%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
40
shares
|
$1,925
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
36
shares
|
$1,732
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jan 12, 2026 Q4 2025 |
32
shares
|
$1,540
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
28
shares
|
$1,347
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
26
shares
|
$1,251
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
20
shares
|
$962
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
19
shares
|
$914
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
17
shares
|
$818
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
13
shares
|
$625
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
12
shares
|
$577
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
7
shares
|
$336
0.0% of portfolio
|
Q4 2020
Reduced 94.31%
|
|