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 |
|---|---|---|---|---|---|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
37,635
shares
|
$1.81 Million
0.43% of portfolio
|
Q3 2025
Added 23.13%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
35,963
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
35,464
shares
|
$1.71 Million
0.12% of portfolio
|
Q3 2025
Added 48.71%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
34,671
shares
|
$1.67 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
33,112
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
32,489
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2025
Added 64.55%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
32,260
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2025
Added 12.88%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
31,909
shares
|
$1.54 Million
0.41% of portfolio
|
Q3 2025
Added 11.2%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
30,700
shares
|
$1.48 Million
0.62% of portfolio
|
Q3 2025
Added 26.81%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
30,578
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2025
Added 32.65%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
30,458
shares
|
$1.47 Million
0.04% of portfolio
|
Q4 2023
Reduced 4.84%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
30,173
shares
|
$1.45 Million
0.29% of portfolio
|
Q3 2025
Reduced 19.71%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
30,055
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2025
Added 28.48%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
29,835
shares
|
$1.44 Million
0.04% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
28,625
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
27,992
shares
|
$1.35 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
27,440
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Added 13.59%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
26,905
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2023
Added 7.98%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
26,758
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
26,722
shares
|
$1.29 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
26,443
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
25,806
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2025
Reduced 21.97%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
25,704
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
25,703
shares
|
$1.24 Million
0.13% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
25,629
shares
|
$1.23 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|