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 389 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
13,857
shares
|
$694,512
0.1% of portfolio
|
Q2 2023
Added 4.02%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
13,522
shares
|
$677,722
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
13,478
shares
|
$675,517
0.3% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
13,358
shares
|
$669,502
0.02% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
13,000
shares
|
$651,560
0.1% of portfolio
|
Q4 2023
Reduced 13.33%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,904
shares
|
$646,748
0.23% of portfolio
|
Q4 2022
Reduced 97.72%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
12,873
shares
|
$645,194
0.03% of portfolio
|
Q4 2024
Added 51.52%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
12,862
shares
|
$644,643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
12,850
shares
|
$644,042
0.04% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
12,595
shares
|
$631,261
0.02% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,551
shares
|
$629,056
0.02% of portfolio
|
Q2 2020
Added 70.65%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
12,488
shares
|
$625,898
0.04% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
12,330
shares
|
$617,979
0.0% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
12,241
shares
|
$613,518
0.06% of portfolio
|
Q4 2024
Reduced 44.96%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
12,191
shares
|
$611,012
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
12,163
shares
|
$609,609
0.06% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
11,694
shares
|
$586,103
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
11,634
shares
|
$583,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
11,463
shares
|
$574,525
0.03% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,447
shares
|
$573,723
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
11,300
shares
|
$566,356
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
11,211
shares
|
$561,895
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
11,183
shares
|
$560,491
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
10,987
shares
|
$550,668
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
10,821
shares
|
$542,348
0.02% of portfolio
|
Q4 2024
Added 3834.91%
|