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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
25,540
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
25,511
shares
|
$1.23 Million
0.26% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
24,579
shares
|
$1.18 Million
0.2% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
24,330
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
23,967
shares
|
$1.15 Million
1.47% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
21,316
shares
|
$1.03 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
21,183
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2025
Reduced 24.54%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
20,700
shares
|
$996,291
0.0% of portfolio
|
Q3 2025
Reduced 24.45%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
19,823
shares
|
$954,080
0.1% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
19,653
shares
|
$945,898
0.2% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
19,534
shares
|
$940,171
0.13% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
19,519
shares
|
$939,449
0.01% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
19,355
shares
|
$931,556
0.01% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
19,259
shares
|
$926,935
0.43% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
18,810
shares
|
$905,325
0.01% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
18,405
shares
|
$885,832
0.02% of portfolio
|
Q2 2025
Reduced 72.98%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
18,361
shares
|
$883,714
0.59% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
18,274
shares
|
$879,527
0.16% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
17,300
shares
|
$832,649
0.03% of portfolio
|
Q3 2025
Added 37.13%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
17,011
shares
|
$818,739
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
16,536
shares
|
$795,877
0.06% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
16,480
shares
|
$793,182
0.02% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
16,385
shares
|
$788,610
0.05% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
16,198
shares
|
$779,609
0.04% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
16,167
shares
|
$778,117
0.01% of portfolio
|
Q3 2025
Reduced 1.42%
|
|