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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
$50.20 +0.18 (+0.36%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$50.08 -0.12 (-0.23%)
As of 02/21/2025 07:57 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.

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

Number of
Institutional Buyers
(last 12 months)
194
Total
Institutional Inflows
(last 12 months)
$262.84M
Number of
Institutional Sellers
(last 12 months)
120
Total
Institutional Outflows
(last 12 months)
$187.26M
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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
2/18/2025 Sunbelt Securities Inc.18,119$872K0.1%+74.5%0.027%
2/18/2025 GTS Securities LLC113,861$5.50M0.3%-2.6%0.171%
2/18/2025 10Elms LLP1,363$66K0.1%N/A0.002%
2/18/2025 Focus Partners Advisor Solutions LLC10,602$512K0.0%-50.6%0.016%
2/18/2025 First Heartland Consultants Inc.8,163$394K0.0%-14.8%0.012%
2/18/2025 Continuum Advisory LLC10,793$521K0.1%+18.6%0.016%
2/17/2025 Waverly Advisors LLC28,932$1.40M0.0%+8.5%0.043%
2/17/2025 Royal Bank of Canada1,131,229$54.65M0.0%+1.5%1.694%
2/17/2025 Focus Partners Wealth6,235$301K0.0%N/A0.009%
2/17/2025 Deutsche Bank AG3,311$160K0.0%-10.5%0.005%
2/17/2025 D. E. Shaw & Co. Inc.11,634$562K0.0%N/A0.017%
2/17/2025 Cetera Investment Advisers214,473$10.36M0.0%+4.9%0.321%
2/17/2025 Baird Financial Group Inc.38,888$1.88M0.0%+254.1%0.058%
2/17/2025 Bank of America Corp DE1,136,780$54.92M0.0%+1.3%1.703%
2/17/2025 Ameriprise Financial Inc.704,294$34.02M0.0%+20.4%1.055%
2/17/2025 AmeriServ Wealth Advisors80,505$3.89M2.1%N/A0.121%
2/14/2025 Mercer Global Advisors Inc. ADV51,279$2.48M0.0%-20.6%0.077%
2/14/2025 Jane Street Group LLC9,610$464K0.0%N/A0.014%
2/14/2025 Comerica Bank7,356$355K0.0%+11.3%0.011%
2/14/2025 Tudor Investment Corp ET AL12,862$621K0.0%N/A0.019%
2/14/2025 Second Half Financial Partners LLC8,527$412K0.2%-3.8%0.013%
2/14/2025 Capital Analysts LLC1,532$74K0.0%+17.0%0.002%
2/14/2025 Two Sigma Securities LLC9,690$468K0.1%N/A0.015%
2/14/2025 Coppell Advisory Solutions LLC36,697$1.77M0.2%-1.9%0.055%
2/14/2025 Stifel Financial Corp412,493$19.93M0.0%+238.9%0.618%
2/14/2025 Optivise Advisory Services LLC35,068$1.69M0.9%-11.3%0.053%
2/14/2025 TD Waterhouse Canada Inc.5,407$261K0.0%-55.6%0.008%
2/14/2025 Tower Research Capital LLC TRC 33,932$1.64M0.0%N/A0.051%
2/14/2025 MML Investors Services LLC62,544$3.02M0.0%-12.4%0.094%
2/14/2025 BOS Asset Management LLC5,312$257K0.1%-6.2%0.008%
2/14/2025 Concourse Financial Group Securities Inc.2,181$106K0.0%-14.0%0.003%
2/13/2025 NewEdge Advisors LLC128,124$6.19M0.0%+2.0%0.192%
2/13/2025 Finward Bancorp10,987$531K0.5%N/A0.016%
2/13/2025 Mariner LLC65,976$3.19M0.0%+0.4%0.099%
2/13/2025 BTG Pactual Asset Management US LLC4,877$244K0.0%N/A0.007%
2/13/2025 Raymond James Financial Inc.600,021$28.99M0.0%N/A0.899%
2/13/2025 Advisory Services Network LLC5,762$278K0.0%+17.7%0.009%
2/13/2025 Renaissance Technologies LLC64,300$3.11M0.0%N/A0.096%
2/13/2025 Invesco Ltd.31,532$1.52M0.0%-43.2%0.047%
2/13/2025 Bank of Montreal Can315,670$15.25M0.0%-3.8%0.473%
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2/13/2025 Cerity Partners LLC9,975$482K0.0%+29.5%0.015%
2/13/2025 Waterloo Capital L.P.6,018$291K0.0%-12.8%0.009%
2/13/2025 Envestnet Asset Management Inc.288,294$13.93M0.0%-10.8%0.432%
2/13/2025 Wells Fargo & Company MN542,513$26.21M0.0%+3.0%0.813%
2/12/2025 OLD Mission Capital LLC5,989$289K0.0%N/A0.009%
2/12/2025 Franklin Resources Inc.659,614$31.87M0.0%-2.2%0.988%
2/12/2025 Delos Wealth Advisors LLC70,191$3.39M2.7%+8.6%0.105%
2/12/2025 Level Four Advisory Services LLC9,135$441K0.0%+6.2%0.014%
2/12/2025 Orion Portfolio Solutions LLC9,781$473K0.0%-6.0%0.015%
2/12/2025 LM Advisors LLC57,522$2.78M0.5%-1.7%0.086%
2/12/2025 JPMorgan Chase & Co.298,021$14.40M0.0%+3.7%0.446%
2/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.19,700$956K0.0%N/A0.030%
2/12/2025 Financial Engines Advisors L.L.C.995,260$48.08M0.1%-2.1%1.491%
2/12/2025 UNIVEST FINANCIAL Corp11,694$565K0.0%N/A0.018%
2/11/2025 Modern Wealth Management LLC6,614$323K0.0%-30.9%0.010%
2/11/2025 Lynx Investment Advisory39,649$1.92M1.3%+10.0%0.059%
2/11/2025 LPL Financial LLC2,278,767$110.09M0.0%+18.4%3.413%
2/11/2025 Runnymede Capital Advisors Inc.11,211$542K0.5%N/A0.017%
2/11/2025 Washington Trust Bank14,144$683K0.1%N/A0.021%
2/10/2025 Tocqueville Asset Management L.P.14,529$702K0.0%+1.7%0.022%
2/10/2025 GWN Securities Inc.5,920$288K0.1%N/A0.009%
2/10/2025 Commonwealth Equity Services LLC296,020$14.30M0.0%+2.9%0.443%
2/10/2025 Farther Finance Advisors LLC9,883$477K0.0%-9.7%0.015%
2/7/2025 HighTower Advisors LLC34,148$1.65M0.0%+11.3%0.051%
2/7/2025 Investors Research Corp15,088$729K0.2%-5.1%0.023%
2/7/2025 Independent Advisor Alliance20,140$973K0.0%N/A0.030%
2/7/2025 Daiwa Securities Group Inc.12,330$596K0.0%+16.0%0.018%
2/7/2025 Barings LLC489,089$23.63M0.6%+8.1%0.732%
2/6/2025 Raymond James Financial Inc.600,021$28.99M0.0%N/A0.899%
2/6/2025 Atria Investments Inc107,986$5.22M0.1%+41.9%0.162%
2/6/2025 Cookson Peirce & Co. Inc.60,717$2.93M0.1%-3.5%0.091%
2/6/2025 Patten Group Inc.25,013$1.21M0.3%+14.3%0.037%
2/6/2025 Steward Partners Investment Advisory LLC19,133$924K0.0%+12.7%0.029%
2/6/2025 WMG Financial Advisors LLC15,103$730K0.3%N/A0.023%
2/6/2025 Interactive Financial Advisors Inc.15,300$739K0.4%-2.7%0.023%
2/6/2025 Clal Insurance Enterprises Holdings Ltd122,000$5.89M0.1%+50.6%0.183%
2/6/2025 Jones Financial Companies Lllp113,370$5.48M0.0%+80.5%0.170%
2/5/2025 SRS Capital Advisors Inc.3,345$162K0.0%+12,765.4%0.005%
2/5/2025 Providence First Trust Co2,500$121K0.0%N/A0.004%
2/5/2025 US Bancorp DE2,696$130K0.0%+12.8%0.004%
2/5/2025 Fisher Asset Management LLC6,308$305K0.0%N/A0.009%
2/5/2025 Private Trust Co. NA37,606$1.82M0.2%+7.5%0.056%
2/5/2025 Fusion Capital LLC117,577$5.68M2.3%+3.6%0.176%
2/5/2025 Crown Wealth Group LLC6,380$308K0.1%N/A0.010%
2/5/2025 Oppenheimer & Co. Inc.86,612$4.18M0.1%+1.1%0.130%
2/4/2025 Portland Financial Advisors Inc13,522$653K1.8%N/A0.020%
2/4/2025 IFP Advisors Inc3,974$192K0.0%+116.2%0.006%
2/4/2025 Capital Advisors Ltd. LLC3,097$150K0.0%-13.3%0.005%
2/4/2025 Wealthspire Advisors LLC14,639$707K0.0%+5.1%0.022%
2/3/2025 Cowa LLC13,478$651K0.3%+4.8%0.020%
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2/3/2025 Sigma Planning Corp22,800$1.10M0.0%-2.1%0.034%
2/3/2025 Concurrent Investment Advisors LLC4,833$233K0.0%-35.3%0.007%
2/3/2025 Private Advisor Group LLC187,642$9.07M0.1%+6.6%0.281%
1/31/2025 Global Retirement Partners LLC14,767$713K0.0%+2.9%0.022%
1/31/2025 Atlas Legacy Advisors LLC43,404$2.10M0.5%N/A0.065%
1/31/2025 Atria Wealth Solutions Inc.65,556$3.17M0.0%-8.6%0.098%
1/31/2025 Fortis Group Advisors LLC27,746$1.34M0.2%+48.0%0.042%
1/31/2025 Retirement Financial Solutions LLC134,014$6.47M3.5%-4.9%0.201%
1/31/2025 D.A. Davidson & CO.26,455$1.28M0.0%-51.6%0.040%
1/31/2025 Truist Financial Corp163,742$7.91M0.0%-4.7%0.245%
(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, 361 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 ($110.09M), Bank of America Corp DE ($54.92M), Royal Bank of Canada ($54.65M), Financial Engines Advisors L.L.C. ($48.08M), FMR LLC ($37.78M), Ameriprise Financial Inc. ($34.02M), and Franklin Resources Inc. ($31.87M).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 284 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 ($1.66M), Raymond James Financial Inc. ($1.20M), Private Advisor Group LLC ($533.60K), Stifel Financial Corp ($529.12K), LPL Financial LLC ($394.22K), 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 12,161,702 shares in the last 24 months. This purchase volume represents approximately $541.64M in transactions.

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

Of the 216 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 ($398.38K), 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 10,519,465 shares in the last 24 months. This volume of shares sold represents approximately $460.44M in transactions.



This page (NYSEARCA:SPHD) was last updated on 2/22/2025 by MarketBeat.com Staff
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