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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
$48.45 +0.68 (+1.42%)
(As of 12/20/2024 05:45 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD)

Number of
Institutional Buyers
(last 12 months)
152
Total
Institutional Inflows
(last 12 months)
$215.26M
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$202.57M
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SPHD Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.7,254$364K0.0%+4.7%0.011%
11/27/2024 Franklin Resources Inc.674,688$33.98M0.0%+0.5%1.010%
11/25/2024 World Investment Advisors LLC5,376$272K0.0%+18.8%0.008%
11/25/2024 Sanctuary Advisors LLC87,833$4.49M0.0%+1.8%0.132%
11/22/2024 Fulcrum Equity Management4,910$248K0.2%N/A0.007%
11/18/2024 Arete Wealth Advisors LLC66,983$3.38M0.3%+4.1%0.100%
11/18/2024 Sunbelt Securities Inc.10,385$525K0.1%-3.3%0.016%
11/15/2024 Continuum Advisory LLC9,098$454K0.1%+53.1%0.014%
11/15/2024 MML Investors Services LLC71,371$3.61M0.0%+0.3%0.107%
11/15/2024 Delos Wealth Advisors LLC64,659$3.27M2.8%+7.6%0.097%
11/15/2024 Orion Portfolio Solutions LLC10,410$526K0.0%+49.3%0.016%
11/15/2024 Stifel Financial Corp121,705$6.16M0.0%-0.8%0.182%
11/15/2024 Safe Harbor Fiduciary LLC6,363$322K0.3%N/A0.010%
11/15/2024 HighTower Advisors LLC30,668$1.55M0.0%-19.8%0.046%
11/15/2024 Hilltop Holdings Inc.9,874$499K0.0%+37.6%0.015%
11/15/2024 Kestra Investment Management LLC42,750$2.16M0.1%N/A0.064%
11/14/2024 L.M. Kohn & Company48,571$2.46M0.6%+147.9%0.073%
11/14/2024 Flow Traders U.S. LLC3,974$201K0.0%-61.1%0.006%
11/14/2024 CreativeOne Wealth LLC56,217$2.84M0.1%+1.4%0.084%
11/13/2024 FMR LLC747,064$37.78M0.0%-3.6%1.119%
11/13/2024 D.A. Davidson & CO.54,659$2.76M0.0%-2.8%0.082%
11/13/2024 Bank of Montreal Can328,211$16.54M0.0%+15.0%0.492%
11/13/2024 Private Trust Co. NA34,994$1.77M0.2%+105.4%0.052%
11/12/2024 Optivise Advisory Services LLC39,546$2M1.1%N/A0.059%
11/12/2024 Leelyn Smith LLC157,319$7.96M1.4%+2.2%0.236%
11/12/2024 Clal Insurance Enterprises Holdings Ltd81,000$4.10M0.0%-96.1%0.121%
11/12/2024 Investors Research Corp15,896$804K0.2%-40.6%0.024%
11/9/2024 LPL Financial LLC1,925,125$97.35M0.0%+2.2%2.883%
11/8/2024 Avior Wealth Management LLC14,447$726K0.0%+9.8%0.022%
11/8/2024 PNC Financial Services Group Inc.18,813$951K0.0%-2.0%0.028%
11/8/2024 Prospera Financial Services Inc16,177$818K0.0%+6.6%0.024%
11/6/2024 WESPAC Advisors SoCal LLC264,999$13.40M3.1%N/A0.397%
11/6/2024 KPP Advisory Services LLC5,023$254K0.1%N/A0.008%
11/6/2024 Lifeworks Advisors LLC15,162$767K0.2%-8.4%0.023%
11/6/2024 Oppenheimer & Co. Inc.85,702$4.33M0.1%+8.4%0.128%
11/5/2024 First Heartland Consultants Inc.9,580$484K0.1%-4.4%0.014%
11/5/2024 Harbour Investments Inc.4,216$213K0.0%+5.0%0.006%
11/5/2024 Lynx Investment Advisory36,031$1.82M1.3%+0.9%0.054%
11/4/2024 Patten & Patten Inc. TN30,700$1.55M0.1%-2.0%0.046%
11/4/2024 Meritage Portfolio Management28,047$1.42M0.1%-1.0%0.042%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

11/4/2024 Tyler Stone Wealth Management5,100$258K0.0%+100.0%0.008%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.11,599$587K0.0%+224.9%0.017%
11/2/2024 XML Financial LLC173,602$8.78M0.8%+7.6%0.260%
11/1/2024 Atria Investments Inc76,076$3.85M0.0%+11.8%0.114%
11/1/2024 First Personal Financial Services2,144$108K0.0%-62.8%0.003%
11/1/2024 Cowa LLC12,858$650K0.3%+12.8%0.019%
11/1/2024 Verity Asset Management Inc.33,143$1.68M0.6%N/A0.050%
10/30/2024 Avidian Wealth Enterprises LLC435,514$22.02M1.0%+0.6%0.652%
10/30/2024 Crescent Grove Advisors LLC8,231$416K0.0%-6.2%0.012%
10/30/2024 PDS Planning Inc4,097$207K0.0%N/A0.006%
10/29/2024 Retirement Financial Solutions LLC140,944$7.13M3.1%-0.9%0.211%
10/29/2024 Janney Montgomery Scott LLC154,009$7.79M0.0%-2.2%0.231%
10/29/2024 Lmcg Investments LLC28,759$1.45M0.1%+6.9%0.043%
10/29/2024 Realta Investment Advisors4,858$245K0.1%-42.4%0.007%
10/29/2024 Farther Finance Advisors LLC10,949$553K0.0%+21.0%0.016%
10/28/2024 Gladstone Institutional Advisory LLC15,782$798K0.0%-1.5%0.024%
10/28/2024 Goldstone Financial Group LLC9,979$505K0.1%N/A0.015%
10/25/2024 SteelPeak Wealth LLC21,806$1.10M0.0%N/A0.033%
10/25/2024 Golden State Equity Partners15,374$777K0.2%N/A0.023%
10/25/2024 Eagle Strategies LLC7,190$364K0.1%-5.5%0.011%
10/24/2024 Park Edge Advisors LLC26,111$1.32M0.4%+15.1%0.039%
10/24/2024 Capital Advisors Ltd. LLC3,572$181K0.0%-24.8%0.005%
10/24/2024 Wealth Enhancement Advisory Services LLC110,442$5.59M0.0%+51.6%0.165%
10/24/2024 PFG Investments LLC11,434$578K0.0%-4.7%0.017%
10/24/2024 Arkadios Wealth Advisors13,333$674K0.0%N/A0.020%
10/23/2024 Mirae Asset Global Investments Co. Ltd.15,080$760K0.0%N/A0.023%
10/23/2024 Allworth Financial LP235,687$11.92M0.1%-2.0%0.353%
10/23/2024 Heritage Oak Wealth Advisors LLC25,583$1.29M0.6%N/A0.038%
10/23/2024 Silver Oak Securities Incorporated34,584$1.74M0.2%N/A0.052%
10/23/2024 Cherry Creek Investment Advisors Inc.22,662$1.15M0.6%-13.4%0.034%
10/22/2024 David Kennon Inc71,131$3.60M1.4%-1.4%0.107%
10/22/2024 Private Advisor Group LLC176,048$8.90M0.1%+49.5%0.264%
10/22/2024 Financial Insights Inc.10,165$514K0.2%+4.1%0.015%
10/21/2024 Venture Visionary Partners LLC79,431$4.02M0.2%+15.0%0.119%
10/21/2024 Whittier Trust Co.11,300$571K0.0%N/A0.017%
10/21/2024 Castleview Partners LLC899$45K0.0%+190.0%0.001%
10/18/2024Raymond James & Associates363,458$18.38M0.0%-3.4%0.544%
10/16/2024 Good Life Advisors LLC5,938$300K0.0%N/A0.009%
10/16/2024 Kowal Investment Group LLC47,370$2.40M0.4%-2.9%0.071%
10/16/2024 Curran Financial Partners LLC18,498$935K0.3%+12.9%0.028%
10/16/2024 BOS Asset Management LLC5,662$286K0.1%-4.2%0.008%
10/16/2024 SeaCrest Wealth Management LLC4,815$243K0.0%+6.6%0.007%
10/15/2024 Magnus Financial Group LLC22,241$1.13M0.1%-5.4%0.033%
10/15/2024 RDA Financial Network27,587$1.40M0.4%-4.6%0.041%
10/15/2024 NBC Securities Inc.9,420$476K0.0%-2.6%0.014%
10/11/2024 Creative Planning12,192$617K0.0%+43.7%0.018%
10/10/2024 CVA Family Office LLC7,617$385K0.1%+291.6%0.011%
10/10/2024 Koshinski Asset Management Inc.8,042$407K0.0%+64.6%0.012%
10/10/2024 Code Waechter LLC18,155$918K0.9%N/A0.027%
10/10/2024 Pinnacle Wealth Management Group Inc.56,502$2.86M1.8%N/A0.085%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

10/9/2024 Pacific Sun Financial Corp5,660$286K0.2%-4.2%0.008%
10/9/2024 Moisand Fitzgerald Tamayo LLC552$28K0.0%+941.5%0.001%
10/9/2024 Patten Group Inc.21,890$1.11M0.2%+2.9%0.033%
10/8/2024 CWM LLC6,634$335K0.0%+6.3%0.010%
10/8/2024 Saxon Interests Inc.15,640$791K0.4%N/A0.023%
10/8/2024 Future Financial Wealth Managment LLC1,102$56K0.0%N/A0.002%
10/8/2024 Brookstone Capital Management162,393$8.21M0.1%-0.5%0.243%
10/8/2024 Olistico Wealth LLC3,182$161K0.1%-50.0%0.005%
10/8/2024 Dynamic Advisor Solutions LLC14,137$715K0.0%-82.0%0.021%
10/8/2024 City Center Advisors LLC4,910$248K0.3%N/A0.007%
(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, 333 institutional investors and hedge funds held shares of Invesco S&P 500 High Dividend Low Volatility ETF. The most heavily invested institutionals were Bank of America Corp DE ($101.96M), LPL Financial LLC ($97.35M), Financial Engines Advisors L.L.C. ($43.43M), Royal Bank of Canada ($43.18M), FMR LLC ($37.78M), Advisor Group Holdings Inc. ($34.53M), and Franklin Resources Inc. ($33.98M).Learn more on SPHD's institutional investors.

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

Of the 265 institutional investors that purchased Invesco S&P 500 High Dividend Low Volatility ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.77M), Private Advisor Group LLC ($724.42K), Shilanski & Associates Inc. ($406.89K), Bank of Montreal Can ($395.62K), Silicon Valley Capital Partners ($388.33K), Win Advisors Inc. ($371.79K), and LPL Financial LLC ($342.55K).

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

Institutional investors have bought a total of 11,856,687 shares in the last 24 months. This purchase volume represents approximately $512.91M in transactions.

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

Of the 206 institutional investors that sold Invesco S&P 500 High Dividend Low Volatility ETF 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), Raymond James Financial Services Advisors Inc. ($482.76K), Raymond James & Associates ($458.23K), Osaic Holdings Inc. ($401.05K), Truist Financial Corp ($390.37K), Win Advisors Inc. ($362.22K), and LPL Financial LLC ($361.90K).

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

Institutional investors have sold a total of 10,713,983 shares in the last 24 months. This volume of shares sold represents approximately $467.30M in transactions.



This page (NYSEARCA:SPHD) was last updated on 12/22/2024 by MarketBeat.com Staff
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