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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
176,048
shares
|
$8.5 Million
0.06% of portfolio
|
Q3 2024
Added 49.51%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
173,939
shares
|
$8.4 Million
0.78% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
171,751
shares
|
$8.3 Million
0.01% of portfolio
|
Q3 2024
Added 85.74%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
160,632
shares
|
$7.76 Million
0.02% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
157,319
shares
|
$7.6 Million
1.47% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
146,514
shares
|
$7.08 Million
0.12% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Gunma Bank,Ltd.
|
Nov 06, 2024 Q3 2024 |
145,000
shares
|
$7 Million
3.02% of portfolio
|
Q3 2024
Reduced 23.68%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
140,944
shares
|
$6.81 Million
3.12% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
138,800
shares
|
$6.71 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
132,885
shares
|
$6.42 Million
1.71% of portfolio
|
Q1 2021
Reduced 1.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
125,564
shares
|
$6.07 Million
0.04% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
121,705
shares
|
$5.88 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
116,845
shares
|
$5.64 Million
0.01% of portfolio
|
Q3 2024
Added 78.05%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
113,449
shares
|
$5.48 Million
2.56% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
110,451
shares
|
$5.34 Million
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
94,716
shares
|
$4.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.21%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
88,100
shares
|
$4.26 Million
0.15% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
87,833
shares
|
$4.24 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
85,702
shares
|
$4.14 Million
0.07% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
81,000
shares
|
$3.91 Million
0.04% of portfolio
|
Q3 2024
Reduced 96.14%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
79,431
shares
|
$3.84 Million
0.18% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
76,076
shares
|
$3.68 Million
0.05% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
75,742
shares
|
$3.66 Million
0.38% of portfolio
|
Q4 2024
Reduced 16.07%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
74,906
shares
|
$3.62 Million
0.15% of portfolio
|
Q4 2024
Added 243.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
71,700
shares
|
$3.46 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.02%
|