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 |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
42,750
shares
|
$2.08 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
42,750
shares
|
$2.08 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
42,115
shares
|
$2.05 Million
0.37% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
41,870
shares
|
$2.04 Million
0.03% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
41,157
shares
|
$2 Million
0.01% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
39,546
shares
|
$1.93 Million
1.05% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
37,413
shares
|
$1.82 Million
0.28% of portfolio
|
Q3 2024
Added 6013.24%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
36,031
shares
|
$1.75 Million
1.31% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
34,994
shares
|
$1.7 Million
0.18% of portfolio
|
Q3 2024
Added 105.41%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
34,324
shares
|
$1.67 Million
0.93% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
31,707
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Added 349.11%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
30,700
shares
|
$1.49 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
30,668
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.76%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
30,458
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2023
Reduced 4.84%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
29,964
shares
|
$1.46 Million
0.65% of portfolio
|
Q4 2024
Added 91.59%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
27,746
shares
|
$1.35 Million
0.25% of portfolio
|
Q4 2024
Added 47.99%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
26,905
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2023
Added 7.98%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
26,663
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
26,455
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.6%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
26,387
shares
|
$1.28 Million
0.38% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
26,350
shares
|
$1.28 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
26,165
shares
|
$1.27 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
25,583
shares
|
$1.25 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
24,671
shares
|
$1.2 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
24,100
shares
|
$1.17 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.07%
|