Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) Institutional Ownership $14.65 +0.11 (+0.76%) (As of 12/20/2024 ET) Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap High Dividend Low Volatility ETF (BATS:XSHD)Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$803.24KNumber ofInstitutional Sellers(last 12 months)0 Get XSHD Insider Trade Alerts Want to know when executives and insiders are buying or selling Invesco S&P SmallCap High Dividend Low Volatility ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data XSHD Institutional Buying and Selling by Quarter Ad Stansberry Research$2 Trillion Disappears Because of Fed's Secretive New Move$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth.Click here to see his new research now. Invesco S&P SmallCap High Dividend Low Volatility ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/7/2024 Concord Asset Management LLC VA38,122$587K0.1%+16.3%1.906% 10/29/2024 Farther Finance Advisors LLC2,437$38K0.0%N/A0.122% 10/24/2024 Concord Wealth Partners35,488$547K0.1%+6.4%1.774% 7/22/2024 Eagle Bluffs Wealth Management LLC10,247$146K0.1%N/A0.512% 4/30/2024 Concord Wealth Partners28,741$443K0.1%N/A1.437% 4/23/2024 Global Retirement Partners LLC13,850$214K0.0%+29.4%0.693% Get the Latest News and Ratings for XSHD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Invesco S&P SmallCap High Dividend Low Volatility ETF and its competitors with MarketBeat's FREE daily newsletter. 1/18/2024 Global Retirement Partners LLC10,702$168K0.0%+7.5%0.899% 7/31/2023 LPL Financial LLC164,823$2.67M0.0%-1.9%12.978% 5/10/2023 LPL Financial LLC167,990$2.81M0.0%+10.1%13.228% 5/9/2023 Tower Research Capital LLC TRC8,674$145K0.0%N/A0.683% 5/8/2023 Global Retirement Partners LLC9,769$153K0.0%+186.3%0.769% 5/4/2023 Eagle Bluffs Wealth Management LLC13,514$226K0.2%N/A1.064% 4/14/2023Raymond James Financial Services Advisors Inc.131,533$2.20M0.0%N/A11.850% 3/1/2023 Lakewood Asset Management LLC3,750$65K0.1%N/A0.000% 2/7/2023 LPL Financial LLC152,611$2.64M0.0%+26.3%0.000% 1/13/2023 Allworth Financial LP1,979$34K0.0%-70.1%0.000% 11/3/2022 Global Retirement Partners LLC2,400$43K0.0%N/A0.000% 8/11/2022Cetera Advisor Networks LLC17,535$349K0.0%N/A0.000% 7/27/2022 Dynamic Advisor Solutions LLC21,734$432K0.0%N/A0.000% 7/21/2022 Investors Research Corp48,393$962K0.3%-2.6%0.000% 4/13/2022 Investors Research Corp49,692$1.11M0.3%-2.5%0.000% 1/21/2022 Allworth Financial LP6,619$151K0.0%-56.8%0.000% 11/16/2021 Consultiva Wealth Management CORP.1,545$34K0.8%N/A0.000% 10/25/2021Cardan Capital Partners LLC87,913$1.93M0.2%-5.3%0.000% 8/13/2021 LPL Financial LLC21,085$496K0.0%+30.1%0.000% 4/29/2021 Allworth Financial LP15,310$351K0.0%-7.3%0.000% 4/13/2021Cardan Capital Partners LLC77,918$1.79M0.2%-72.7%0.000% 2/12/2021 LPL Financial LLC13,253$265K0.0%+5.3%0.000% 1/27/2021Cardan Capital Partners LLC285,761$5.72M0.7%+3.0%0.000% 1/26/2021 Allworth Financial LP16,507$331K0.0%-11.8%0.000% 1/21/2021 Investors Research Corp51,405$1.03M0.4%N/A0.000% (Data available from 1/1/2016 forward) XSHD Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of XSHD shares? During the previous two years, 10 institutional investors and hedge funds held shares of Invesco S&P SmallCap High Dividend Low Volatility ETF. The most heavily invested institutionals were LPL Financial LLC ($2.67M), Raymond James Financial Services Advisors Inc. ($2.20M), Concord Asset Management LLC VA ($587K), Concord Wealth Partners ($547K), Global Retirement Partners LLC ($214K), Eagle Bluffs Wealth Management LLC ($146K), and Tower Research Capital LLC TRC ($145K).Learn more on XSHD's institutional investors. Which institutional investors have been buying Invesco S&P SmallCap High Dividend Low Volatility ETF stock? Of the 9 institutional investors that purchased Invesco S&P SmallCap High Dividend Low Volatility ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($131.53K), LPL Financial LLC ($47.18K), Concord Wealth Partners ($30.88K), Eagle Bluffs Wealth Management LLC ($23.76K), Global Retirement Partners LLC ($10.25K), Tower Research Capital LLC TRC ($8.67K), and Concord Asset Management LLC VA ($5.35K). How much institutional buying is happening at Invesco S&P SmallCap High Dividend Low Volatility ETF? Institutional investors have bought a total of 263,814 shares in the last 24 months. This purchase volume represents approximately $7.29M in transactions. Which Invesco S&P SmallCap High Dividend Low Volatility ETF major shareholders have been selling company stock? The following institutional investors have sold Invesco S&P SmallCap High Dividend Low Volatility ETF stock in the last 24 months: Allworth Financial LP ($4.64K), and LPL Financial LLC ($3.17K). How much institutional selling is happening at Invesco S&P SmallCap High Dividend Low Volatility ETF? Institutional investors have sold a total of 7,807 shares in the last 24 months. This volume of shares sold represents approximately $131.42K in transactions. Related Companies SPDV Institutional Ownership EUDG Institutional Ownership DIVL Institutional Ownership IQDY Institutional Ownership DURA Institutional Ownership UDIV Institutional Ownership DVYA Institutional Ownership DVND Institutional Ownership SDEM Institutional Ownership DIVY Institutional Ownership This page (BATS:XSHD) was last updated on 12/22/2024 by MarketBeat.com Staff From Our PartnersThis Crypto Is Set to Explode in DecemberIt's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...Crypto 101 Media | SponsoredDid You See Trump’s Bombshell Exec. Order 001?Starting with what I call Exec. Order 001. It’s a bombshell law that I believe Trump will sign within minut...Banyan Hill Publishing | SponsoredWARNING: “Buffett Indicator” flashing for first time in 50 yearsWarren Buffett has sold a staggering $97 billion worth of stocks this year... But why? 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