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 384 institutions that hold shares in the stock, with a total of 22.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
74,664
shares
|
$3.59 Million
0.32% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
72,425
shares
|
$3.49 Million
2.58% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
71,031
shares
|
$3.42 Million
0.22% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
69,096
shares
|
$3.33 Million
0.04% of portfolio
|
Q3 2025
Added 99.52%
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Oct 17, 2025 Q3 2025 |
64,224
shares
|
$3.09 Million
2.72% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
62,944
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
60,245
shares
|
$2.9 Million
0.13% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
David Kennon Inc
Sarasota, FL |
Nov 07, 2025 Q3 2025 |
60,064
shares
|
$2.89 Million
1.18% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
57,628
shares
|
$2.77 Million
1.74% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
56,603
shares
|
$2.72 Million
0.4% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
55,716
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.89%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
54,791
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
52,080
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
49,716
shares
|
$2.39 Million
0.08% of portfolio
|
Q3 2022
Added 3.56%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
48,178
shares
|
$2.32 Million
1.43% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
47,370
shares
|
$2.28 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
44,873
shares
|
$2.16 Million
0.16% of portfolio
|
Q3 2025
Added 12.9%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
43,721
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
42,750
shares
|
$2.06 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
42,115
shares
|
$2.03 Million
0.37% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
41,983
shares
|
$2.02 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
41,044
shares
|
$1.98 Million
1.97% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
40,209
shares
|
$1.94 Million
0.16% of portfolio
|
Q3 2025
Added 7210.73%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
38,964
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
38,963
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|