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 373 institutions that hold shares in the stock, with a total of 22.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
74,906
shares
|
$3.65 Million
0.15% of portfolio
|
Q4 2024
Added 243.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
71,371
shares
|
$3.48 Million
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
69,920
shares
|
$3.4 Million
1.11% of portfolio
|
Q4 2024
Added 167.78%
|
|
|
David Kennon Inc
Sarasota, FL |
Jan 22, 2025 Q4 2024 |
69,735
shares
|
$3.4 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
66,983
shares
|
$3.26 Million
0.29% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
66,150
shares
|
$3.22 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
65,699
shares
|
$3.2 Million
0.01% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
65,556
shares
|
$3.19 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
64,659
shares
|
$3.15 Million
2.95% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
64,560
shares
|
$3.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
62,924
shares
|
$3.06 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
62,793
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
Added 76.11%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
62,566
shares
|
$3.05 Million
1.2% of portfolio
|
Q2 2023
Reduced 8.59%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
61,300
shares
|
$2.98 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
59,166
shares
|
$2.88 Million
2.12% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
58,501
shares
|
$2.85 Million
0.6% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
56,217
shares
|
$2.74 Million
0.1% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
55,498
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
49,977
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Added 399.27%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
49,716
shares
|
$2.42 Million
0.08% of portfolio
|
Q3 2022
Added 3.56%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
47,370
shares
|
$2.31 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
44,518
shares
|
$2.17 Million
0.13% of portfolio
|
Q4 2024
Added 54.8%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
44,010
shares
|
$2.14 Million
0.45% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
43,404
shares
|
$2.11 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
42,750
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2024
New holding
|