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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
$48.73 +0.22 (+0.45%)
Closing price 01/17/2025 04:10 PM Eastern
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$48.72 -0.01 (-0.02%)
As of 09:08 AM Eastern
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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)
156
Total
Institutional Inflows
(last 12 months)
$217.45M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$199.85M
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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
1/21/2025Shilanski & Associates Inc.215,298$10.40M3.3%+0.5%0.322%
1/17/2025 Avior Wealth Management LLC13,358$641K0.0%-7.5%0.020%
1/17/2025 Janney Montgomery Scott LLC160,632$7.76M0.0%+4.3%0.241%
1/17/2025 Magnus Financial Group LLC12,241$591K0.1%-45.0%0.018%
1/17/2025 XML Financial LLC173,939$8.40M0.8%+0.2%0.261%
1/16/2025 Lmcg Investments LLC44,518$2.15M0.1%+54.8%0.067%
1/16/2025 Koshinski Asset Management Inc.16,005$773K0.0%+99.0%0.024%
1/16/2025 MassMutual Private Wealth & Trust FSB16,959$819K0.0%+800.6%0.025%
1/15/2025 IAM Advisory LLC14,847$717K0.2%-18.1%0.022%
1/15/2025 Ameritas Advisory Services LLC12,595$608K0.0%+2.5%0.019%
1/15/2025 Arkadios Wealth Advisors12,488$603K0.0%-6.3%0.019%
1/15/2025 TrueWealth Advisors LLC14,505$701K0.2%-3.8%0.022%
1/15/2025 Brooklyn Investment Group6,203$300K0.1%N/A0.009%
1/15/2025 Saxon Interests Inc.29,964$1.45M0.6%+91.6%0.045%
1/15/2025 RDA Financial Network26,387$1.28M0.4%-4.3%0.040%
1/15/2025 Goldstone Financial Group LLC8,158$394K0.1%-18.2%0.012%
1/15/2025 Shulman DeMeo Asset Management LLC9,327$451K0.1%-16.0%0.014%
1/14/2025 Armstrong Advisory Group Inc.701$34K0.0%N/A0.001%
1/13/2025 Grandview Asset Management LLC4,413$213K0.1%N/A0.007%
1/13/2025 Pinnacle Wealth Management Group Inc.59,166$2.86M1.8%+4.7%0.089%
1/13/2025 Miracle Mile Advisors LLC10,664$515K0.0%N/A0.016%
1/13/2025 Brookstone Capital Management146,514$7.08M0.1%-9.8%0.219%
1/13/2025 City Center Advisors LLC4,562$220K0.2%-7.1%0.007%
1/10/2025 HBW Advisory Services LLC15,413$745K0.1%-8.0%0.023%
1/8/2025 International Assets Investment Management LLC12,191$590K0.0%N/A0.018%
12/26/2024JPMorgan Chase & Co.287,409$14.53M0.0%+1.6%0.430%
12/13/2024B. Riley Wealth Advisors Inc.7,254$364K0.0%+4.7%0.011%
11/27/2024Franklin Resources Inc.674,688$33.98M0.0%+0.5%1.010%
11/25/2024World Investment Advisors LLC5,376$272K0.0%+18.8%0.008%
11/25/2024Sanctuary Advisors LLC87,833$4.49M0.0%+1.8%0.132%
11/22/2024Fulcrum Equity Management4,910$248K0.2%N/A0.007%
11/18/2024Arete Wealth Advisors LLC66,983$3.38M0.3%+4.1%0.100%
11/18/2024Sunbelt Securities Inc.10,385$525K0.1%-3.3%0.016%
11/15/2024Continuum Advisory LLC9,098$454K0.1%+53.1%0.014%
11/15/2024MML Investors Services LLC71,371$3.61M0.0%+0.3%0.107%
11/15/2024Delos Wealth Advisors LLC64,659$3.27M2.8%+7.6%0.097%
11/15/2024Orion Portfolio Solutions LLC10,410$526K0.0%+49.3%0.016%
11/15/2024Stifel Financial Corp121,705$6.16M0.0%-0.8%0.182%
11/15/2024Safe Harbor Fiduciary LLC6,363$322K0.3%N/A0.010%
11/15/2024HighTower Advisors LLC30,668$1.55M0.0%-19.8%0.046%
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11/15/2024Hilltop Holdings Inc.9,874$499K0.0%+37.6%0.015%
11/15/2024Kestra Investment Management LLC42,750$2.16M0.1%N/A0.064%
11/14/2024L.M. Kohn & Company48,571$2.46M0.6%+147.9%0.073%
11/14/2024Flow Traders U.S. LLC3,974$201K0.0%-61.1%0.006%
11/14/2024CreativeOne Wealth LLC56,217$2.84M0.1%+1.4%0.084%
11/13/2024FMR LLC747,064$37.78M0.0%-3.6%1.119%
11/13/2024D.A. Davidson & CO.54,659$2.76M0.0%-2.8%0.082%
11/13/2024Bank of Montreal Can328,211$16.54M0.0%+15.0%0.492%
11/13/2024Private Trust Co. NA34,994$1.77M0.2%+105.4%0.052%
11/12/2024Optivise Advisory Services LLC39,546$2M1.1%N/A0.059%
11/12/2024Leelyn Smith LLC157,319$7.96M1.4%+2.2%0.236%
11/12/2024Clal Insurance Enterprises Holdings Ltd81,000$4.10M0.0%-96.1%0.121%
11/12/2024Investors Research Corp15,896$804K0.2%-40.6%0.024%
11/9/2024LPL 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%
11/8/2024PNC Financial Services Group Inc.18,813$951K0.0%-2.0%0.028%
11/8/2024Prospera Financial Services Inc16,177$818K0.0%+6.6%0.024%
11/6/2024WESPAC Advisors SoCal LLC264,999$13.40M3.1%N/A0.397%
11/6/2024KPP Advisory Services LLC5,023$254K0.1%N/A0.008%
11/6/2024Lifeworks Advisors LLC15,162$767K0.2%-8.4%0.023%
11/6/2024Oppenheimer & Co. Inc.85,702$4.33M0.1%+8.4%0.128%
11/5/2024First Heartland Consultants Inc.9,580$484K0.1%-4.4%0.014%
11/5/2024Harbour Investments Inc.4,216$213K0.0%+5.0%0.006%
11/5/2024Lynx Investment Advisory36,031$1.82M1.3%+0.9%0.054%
11/4/2024Patten & Patten Inc. TN30,700$1.55M0.1%-2.0%0.046%
11/4/2024Meritage Portfolio Management28,047$1.42M0.1%-1.0%0.042%
11/4/2024Tyler Stone Wealth Management5,100$258K0.0%+100.0%0.008%
11/4/2024Migdal 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%
11/1/2024Atria Investments Inc76,076$3.85M0.0%+11.8%0.114%
11/1/2024First Personal Financial Services2,144$108K0.0%-62.8%0.003%
11/1/2024Cowa LLC12,858$650K0.3%+12.8%0.019%
11/1/2024Verity Asset Management Inc.33,143$1.68M0.6%N/A0.050%
10/30/2024Avidian Wealth Enterprises LLC435,514$22.02M1.0%+0.6%0.652%
10/30/2024Crescent Grove Advisors LLC8,231$416K0.0%-6.2%0.012%
10/30/2024PDS Planning Inc4,097$207K0.0%N/A0.006%
10/29/2024Retirement 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%
10/29/2024Realta Investment Advisors4,858$245K0.1%-42.4%0.007%
10/29/2024Farther Finance Advisors LLC10,949$553K0.0%+21.0%0.016%
10/28/2024Gladstone Institutional Advisory LLC15,782$798K0.0%-1.5%0.024%
10/28/2024 Goldstone Financial Group LLC9,979$505K0.1%N/A0.015%
10/25/2024SteelPeak Wealth LLC21,806$1.10M0.0%N/A0.033%
10/25/2024Golden State Equity Partners15,374$777K0.2%N/A0.023%
10/25/2024Eagle Strategies LLC7,190$364K0.1%-5.5%0.011%
10/24/2024Park Edge Advisors LLC26,111$1.32M0.4%+15.1%0.039%
10/24/2024Capital 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%
10/24/2024PFG Investments LLC11,434$578K0.0%-4.7%0.017%
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10/24/2024 Arkadios Wealth Advisors13,333$674K0.0%N/A0.020%
10/23/2024Mirae Asset Global Investments Co. Ltd.15,080$760K0.0%N/A0.023%
10/23/2024Allworth Financial LP235,687$11.92M0.1%-2.0%0.353%
10/23/2024Heritage Oak Wealth Advisors LLC25,583$1.29M0.6%N/A0.038%
10/23/2024Silver Oak Securities Incorporated34,584$1.74M0.2%N/A0.052%
10/23/2024Cherry Creek Investment Advisors Inc.22,662$1.15M0.6%-13.4%0.034%
10/22/2024David Kennon Inc71,131$3.60M1.4%-1.4%0.107%
10/22/2024Private Advisor Group LLC176,048$8.90M0.1%+49.5%0.264%
10/22/2024Financial Insights Inc.10,165$514K0.2%+4.1%0.015%
10/21/2024Venture Visionary Partners LLC79,431$4.02M0.2%+15.0%0.119%
(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 263 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 ($1.78M), Private Advisor Group LLC ($522.01K), Shilanski & Associates Inc. ($407.90K), 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 11,521,493 shares in the last 24 months. This purchase volume represents approximately $498.69M in transactions.

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

Of the 207 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 10,665,559 shares in the last 24 months. This volume of shares sold represents approximately $465.35M in transactions.


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This page (NYSEARCA:SPHD) was last updated on 1/21/2025 by MarketBeat.com Staff
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