Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) Institutional Ownership $14.64 +0.23 (+1.56%) Closing price 03:59 PM EasternExtended Trading$14.72 +0.07 (+0.48%) As of 07:25 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. 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)7TotalInstitutional Inflows(last 12 months)$2.54MNumber 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? 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Email Address Skip Chart & View Institutional Buying and Selling Data XSHD Institutional Buying and Selling by Quarter 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 CompanyDetails1/28/2025 Kingsview Wealth Management LLC25,851$376K0.0%N/A1.293% 1/24/2025 Concord Wealth Partners75,291$1.10M0.2%+112.2%3.765% 1/24/2025 Concord Asset Management LLC VA75,291$1.10M0.2%+97.5%3.765% 1/23/2025 Capital Investment Advisory Services LLC22,690$330K0.0%+404.2%1.135% 11/7/2024 Concord Asset Management LLC VA38,122$587K0.1%+16.3%1.906% 10/29/2024Farther 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% 4/23/2024Global 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. 1/18/2024Global Retirement Partners LLC10,702$168K0.0%+7.5%0.899% 7/31/2023LPL Financial LLC164,823$2.67M0.0%-1.9%12.978% 5/10/2023LPL Financial LLC167,990$2.81M0.0%+10.1%13.228% 5/9/2023Tower Research Capital LLC TRC8,674$145K0.0%N/A0.683% 5/8/2023Global 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% 2/7/2023LPL Financial LLC152,611$2.64M0.0%+26.3%0.000% 1/13/2023Allworth Financial LP1,979$34K0.0%-70.1%0.000% 11/3/2022Global 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% 7/21/2022Investors Research Corp48,393$962K0.3%-2.6%0.000% 4/13/2022Investors Research Corp49,692$1.11M0.3%-2.5%0.000% 1/21/2022Allworth Financial LP6,619$151K0.0%-56.8%0.000% 11/16/2021Consultiva Wealth Management CORP.1,545$34K0.8%N/A0.000% 10/25/2021Cardan Capital Partners LLC87,913$1.93M0.2%-5.3%0.000% 8/13/2021LPL Financial LLC21,085$496K0.0%+30.1%0.000% 4/29/2021Allworth Financial LP15,310$351K0.0%-7.3%0.000% 4/13/2021Cardan Capital Partners LLC77,918$1.79M0.2%-72.7%0.000% 2/12/2021LPL Financial LLC13,253$265K0.0%+5.3%0.000% (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, 11 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 Wealth Partners ($1.10M), Concord Asset Management LLC VA ($1.10M), Kingsview Wealth Management LLC ($376K), Capital Investment Advisory Services LLC ($330K), and Global Retirement Partners LLC ($214K).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 11 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), Concord Wealth Partners ($70.69K), LPL Financial LLC ($47.18K), Concord Asset Management LLC VA ($42.52K), Kingsview Wealth Management LLC ($25.85K), Eagle Bluffs Wealth Management LLC ($23.76K), and Capital Investment Advisory Services LLC ($18.19K). How much institutional buying is happening at Invesco S&P SmallCap High Dividend Low Volatility ETF? Institutional investors have bought a total of 384,827 shares in the last 24 months. This purchase volume represents approximately $9.03M 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: 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 3,167 shares in the last 24 months. This volume of shares sold represents approximately $51.24K in transactions. Related Companies SPDV Institutional Ownership EUDG Institutional Ownership DIVL Institutional Ownership IQDY Institutional Ownership UDIV Institutional Ownership DURA Institutional Ownership DVYA Institutional Ownership INCE Institutional Ownership FIDI Institutional Ownership DVND Institutional Ownership This page (BATS:XSHD) was last updated on 1/30/2025 by MarketBeat.com Staff From Our PartnersI was wrong. Dead wrong. I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...Porter & Company | SponsoredURGENT: This Altcoin Opportunity Won’t Wait – Act NowCrypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. 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