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Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) Institutional Ownership

Invesco S&P 500 High Dividend Low Volatility ETF logo
$47.56 -0.13 (-0.27%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$47.86 +0.30 (+0.63%)
As of 08/1/2025 07:44 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.
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD)

Number of
Institutional Buyers
(last 12 months)
211
Total
Institutional Inflows
(last 12 months)
$356.97M
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$192.41M
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Skip Chart & View Institutional Buying and Selling Data

SPHD Institutional Buying and Selling by Quarter

Invesco S&P 500 High Dividend Low Volatility ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Shilanski & Associates Inc.223,369$10.62M3.0%+0.8%0.345%
8/1/2025Brookwood Investment Group LLC28,286$1.35M0.2%-0.8%0.044%
8/1/2025Envestnet Asset Management Inc.371,209$17.61M0.0%+22.0%0.574%
7/31/2025 Wealthfront Advisers LLC10,939$520K0.0%+26.1%0.017%
7/31/2025 Focus Partners Advisor Solutions LLC34,631$1.65M0.0%+14.3%0.054%
7/31/2025 Leelyn Smith LLC160,252$7.62M1.3%+2.6%0.248%
7/31/2025 Pinnacle Wealth Management Group Inc.55,176$2.62M1.5%+3.9%0.085%
7/31/2025 Carnegie Investment Counsel10,315$491K0.0%-14.5%0.016%
7/30/2025 Bleakley Financial Group LLC16,480$784K0.0%-15.6%0.025%
7/30/2025 Patten Group Inc.25,312$1.20M0.3%+1.8%0.039%
7/30/2025 Cookson Peirce & Co. Inc.59,127$2.81M0.1%+0.6%0.091%
7/30/2025 Brookstone Capital Management146,762$6.98M0.1%-7.2%0.227%
7/30/2025 BTS Asset Management Inc.214,253$10.19M12.3%N/A0.331%
7/30/2025 D.A. Davidson & CO.27,291$1.30M0.0%+2.8%0.042%
7/30/2025 Avidian Wealth Enterprises LLC437,540$20.81M0.8%+4.1%0.677%
7/30/2025 WESPAC Advisors SoCal LLC65,542$3.12M0.7%-69.2%0.101%
7/30/2025 WBH Advisory Inc.9,663$460K0.0%N/A0.015%
7/29/2025 International Assets Investment Management LLC11,896$566K0.0%+22.6%0.018%
7/29/2025 Ballast Inc.5,385$256K0.1%N/A0.008%
7/29/2025 Stratos Wealth Partners LTD.28,578$1.36M0.0%+5.8%0.044%
7/29/2025 Stratos Wealth Advisors LLC12,421$591K0.0%+21.5%0.019%
7/29/2025 Private Trust Co. NA35,496$1.69M0.2%-10.8%0.055%
7/29/2025 Interactive Financial Advisors Inc.14,694$699K0.3%-4.1%0.023%
7/28/2025 Patten & Patten Inc. TN28,650$1.36M0.1%-0.8%0.044%
7/28/2025 Copia Wealth Management5,699$271K0.2%+74.0%0.009%
7/28/2025 Triton Wealth Management PLLC5,152$252K0.1%N/A0.008%
7/28/2025 Axxcess Wealth Management LLC23,052$1.10M0.0%+60.0%0.036%
7/25/2025 Atria Wealth Solutions Inc.18,405$875K0.0%-73.0%0.028%
7/25/2025 Envestnet Portfolio Solutions Inc.12,304$585K0.0%+65.4%0.019%
7/25/2025 Prostatis Group LLC8,363$398K0.1%-94.8%0.013%
7/25/2025 Meritage Portfolio Management23,847$1.13M0.1%-4.7%0.037%
7/25/2025 CWM LLC5,797$276K0.0%+20.8%0.009%
7/25/2025 Concurrent Investment Advisors LLC33,074$1.57M0.0%+39.4%0.051%
7/24/2025 Lmcg Investments LLC73,783$3.51M0.2%+13.0%0.114%
7/24/2025 WMG Financial Advisors LLC9,348$445K0.2%+2.7%0.014%
7/24/2025 IFP Advisors Inc3,577$170K0.0%-6.2%0.006%
7/23/2025 Eagle Strategies LLC8,635$411K0.1%+18.5%0.013%
7/23/2025 Tyche Wealth Partners LLC42,756$2.03M0.4%-4.2%0.066%
7/23/2025 SteelPeak Wealth LLC20,583$979K0.0%-55.5%0.032%
7/22/2025 DAVENPORT & Co LLC18,506$880K0.0%-1.6%0.028%
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7/21/2025 Curran Financial Partners LLC30,565$1.45M0.3%+14.8%0.047%
7/21/2025 Clarity Capital Partners LLC5,289$252K0.1%-71.7%0.008%
7/21/2025 Ameritas Advisory Services LLC11,810$562K0.0%-6.3%0.018%
7/21/2025 Crews Bank & Trust2,565$122K0.0%+22.1%0.004%
7/18/2025 Lynx Investment Advisory44,567$2.12M1.4%+11.8%0.069%
7/18/2025 Truist Financial Corp124,924$5.94M0.0%-8.7%0.192%
7/17/2025 XML Financial LLC198,202$9.43M0.8%+1.7%0.301%
7/17/2025 HB Wealth Management LLC17,103$813K0.0%-14.7%0.026%
7/17/2025 Janney Montgomery Scott LLC163,751$7.79M0.0%-2.6%0.249%
7/17/2025 Fifth Third Securities Inc.14,547$692K0.1%-4.9%0.022%
7/17/2025 Avior Wealth Management LLC10,088$475K0.0%-17.8%0.015%
7/17/2025 David Kennon Inc62,632$2.98M1.1%-2.8%0.095%
7/16/2025 Perigon Wealth Management LLC26,072$1.24M0.0%+6.8%0.040%
7/15/2025 IMS Capital Management15,299$728K0.3%N/A0.023%
7/14/2025 Golden State Equity Partners16,474$783K0.1%-45.9%0.025%
7/14/2025 AdvisorNet Financial Inc1,602$76K0.0%-23.9%0.002%
7/11/2025 Farther Finance Advisors LLC9,112$433K0.0%-8.4%0.014%
7/11/2025 Silver Oak Securities Incorporated550$26K0.0%-98.6%0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC82,296$4.01M0.0%-15.4%0.124%
7/10/2025 Signal Advisors Wealth LLC116,096$5.52M0.4%+886.5%0.175%
7/10/2025 Sovran Advisors LLC74,036$3.59M0.4%+1.7%0.112%
7/9/2025 MassMutual Private Wealth & Trust FSB34,146$1.62M0.0%+5.4%0.052%
7/8/2025 Parallel Advisors LLC24,187$1.15M0.0%+0.9%0.037%
7/7/2025 Park Edge Advisors LLC28,696$1.37M0.4%-58.6%0.043%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,822$87K0.0%+330.7%0.003%
7/3/2025 TrueWealth Advisors LLC13,786$656K0.2%-2.9%0.021%
7/3/2025 McLean Asset Management Corp19,653$956K0.3%+1.1%0.030%
7/2/2025 HBW Advisory Services LLC14,116$671K0.1%-1.7%0.021%
6/16/2025 Lynx Investment Advisory39,875$2.00M1.3%+0.6%0.059%
6/2/2025Modern Wealth Management LLC6,615$332K0.0%-7.8%0.010%
5/21/2025Geneos Wealth Management Inc.88,671$4.45M0.1%+0.6%0.130%
5/20/2025Focus Partners Wealth5,819$292K0.0%-6.7%0.009%
5/20/2025Integrity Alliance LLC.17,759$892K0.0%N/A0.026%
5/19/2025Jane Street Group LLC32,125$1.61M0.0%+234.3%0.047%
5/19/2025Advisory Alpha LLC3,997$201K0.0%N/A0.006%
5/16/2025 Prostatis Group LLC160,575$8.07M2.5%+154.7%0.235%
5/16/2025Arete Wealth Advisors LLC67,524$3.39M0.2%+0.9%0.099%
5/16/2025Goldman Sachs Group Inc.400,459$20.12M0.0%-1.6%0.601%
5/16/2025Kestra Investment Management LLC21,020$1.06M0.0%-50.8%0.031%
5/16/2025Jones Financial Companies Lllp1,894$95K0.0%-98.3%0.003%
5/16/2025AQR Capital Management LLC8,288$416K0.0%N/A0.012%
5/15/2025 Focus Partners Advisor Solutions LLC30,296$1.52M0.0%+185.8%0.044%
5/15/2025Royal Bank of Canada1,151,885$57.86M0.0%+1.8%1.685%
5/15/2025Baird Financial Group Inc.40,382$2.03M0.0%+3.8%0.059%
5/14/2025CreativeOne Wealth LLC56,481$2.84M0.1%+0.8%0.083%
5/14/2025Luminist Capital LLC1,367$68K0.1%N/A0.002%
5/14/2025Comerica Bank6,643$334K0.0%-9.7%0.010%
5/14/2025Northwestern Mutual Wealth Management Co.21,046$1.06M0.0%-3.5%0.031%
5/14/2025Kestra Advisory Services LLC65,332$3.28M0.0%+21.6%0.096%
5/14/2025Ameriprise Financial Inc.1,138,820$57.20M0.0%+61.7%1.666%
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5/14/2025 Venture Visionary Partners LLC79,371$3.99M0.2%-50.0%0.116%
5/13/2025Raymond James Financial Inc.685,522$34.43M0.0%+14.2%0.978%
5/13/2025Cowa LLC12,645$635K0.3%-6.2%0.018%
5/13/2025Tocqueville Asset Management L.P.13,989$703K0.0%-3.7%0.020%
5/13/2025 Cookson Peirce & Co. Inc.58,769$2.95M0.1%-3.2%0.084%
5/13/2025HighTower Advisors LLC35,156$1.77M0.0%+3.0%0.050%
5/13/2025Delos Wealth Advisors LLC70,482$3.54M2.8%+0.4%0.101%
5/12/2025Financial Engines Advisors L.L.C.980,599$49.26M0.1%-1.5%1.400%
5/12/2025Invesco Ltd.30,285$1.52M0.0%-4.0%0.043%
5/12/2025AlphaCore Capital LLC16,277$818K0.1%N/A0.023%
(Data available from 1/1/2016 forward)

SPHD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPHD shares?

During the previous two years, 347 institutional investors and hedge funds held shares of Invesco S&P 500 High Dividend Low Volatility ETF. The most heavily invested institutionals were LPL Financial LLC ($139.62M), Royal Bank of Canada ($57.86M), Ameriprise Financial Inc. ($57.20M), Bank of America Corp DE ($54.92M), Financial Engines Advisors L.L.C. ($49.26M), FMR LLC ($37.78M), and Raymond James Financial Inc. ($34.43M).Learn more on Invesco S&P 500 High Dividend Low Volatility ETF's institutional investors.

Which institutional investors have been buying Invesco S&P 500 High Dividend Low Volatility ETF's stock?

Of the 282 institutional investors that purchased Invesco S&P 500 High Dividend Low Volatility ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.66M), Raymond James Financial Inc. ($1.29M), LPL Financial LLC ($895.05K), Ameriprise Financial Inc. ($554.07K), Stifel Financial Corp ($529.12K), Win Advisors Inc. ($371.79K), and Bank of Montreal Can ($319.84K).

How much institutional buying is happening at Invesco S&P 500 High Dividend Low Volatility ETF?

Institutional investors have bought a total of 7,279,395 shares in the last 24 months. This purchase volume represents approximately $356.97M in transactions.

Which of Invesco S&P 500 High Dividend Low Volatility ETF's major shareholders have been selling company stock?

Of the 134 institutional investors that sold Invesco S&P 500 High Dividend Low Volatility ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Clal Insurance Enterprises Holdings Ltd ($2.02M), WESPAC Advisors SoCal LLC ($199.46K), Prostatis Group LLC ($152.21K), Barings LLC ($112.29K), Jones Financial Companies Lllp ($111.48K), Venture Visionary Partners LLC ($79.34K), and Kingsview Wealth Management LLC ($68.18K).

How much institutional selling is happening at Invesco S&P 500 High Dividend Low Volatility ETF?

Institutional investors have sold a total of 3,871,680 shares in the last 24 months. This volume of shares sold represents approximately $192.41M in transactions.


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This page (NYSEARCA:SPHD) was last updated on 8/2/2025 by MarketBeat.com Staff
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