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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
$49.53
-0.02 (-0.04%)
(As of 12:50 PM ET)
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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)
144
Total
Institutional Inflows
(last 12 months)
$208.79M
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$144.95M
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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
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%
11/2/2024XML 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%
11/1/2024 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%
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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%
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%
10/7/2024 IAM Advisory LLC18,131$917K0.2%+20.9%0.027%
10/5/2024 Triton Wealth Management PLLC6,051$306K0.2%N/A0.009%
10/3/2024 Curbstone Financial Management Corp14,000$708K0.2%+2.9%0.021%
10/2/2024 Massmutual Trust Co. FSB ADV1,883$95K0.0%N/A0.003%
9/11/2024Newbridge Financial Services Group Inc.6,221$276K0.1%-31.1%0.009%
9/5/2024Sanctuary Advisors LLC86,314$3.73M0.0%N/A0.129%
8/27/2024 New Wave Wealth Advisors LLC24,783$1.10M0.6%N/A0.037%
8/22/2024Cetera Investment Advisers183,050$8.13M0.0%-3.8%0.274%
8/21/2024IMS Capital Management21,033$1.02M0.5%+1.6%0.032%
8/19/2024B. Riley Wealth Advisors Inc.6,930$308K0.0%-18.3%0.010%
8/16/2024Sunbelt Securities Inc.10,740$477K0.0%+3.3%0.016%
8/16/2024Northwestern Mutual Wealth Management Co.25,984$1.15M0.0%+26.9%0.039%
8/16/2024NewEdge Advisors LLC116,846$5.19M0.0%-2.9%0.175%
8/16/2024 Creative Planning8,486$377K0.0%+63.2%0.013%
8/15/2024Prairie Wealth Advisors Inc.5,055$225K0.1%N/A0.008%
8/14/2024Bank of Montreal Can285,391$12.81M0.0%-0.9%0.427%
8/14/2024Delos Wealth Advisors LLC60,097$2.67M2.6%+9.4%0.090%
8/13/2024 Kowal Investment Group LLC48,782$2.17M0.4%-14.2%0.073%
8/12/2024Cowa LLC11,397$506K0.3%+10.9%0.017%
8/12/2024Waterloo Capital L.P.7,052$313K0.0%-17.3%0.011%
8/9/2024 Lmcg Investments LLC26,895$1.20M0.1%+23.8%0.040%
8/8/2024 J.W. Cole Advisors Inc.8,479$377K0.0%-49.9%0.013%
8/8/2024Envestnet Asset Management Inc.335,962$14.93M0.0%-0.9%0.503%
8/8/2024Oppenheimer Asset Management Inc.6,526$290K0.0%-8.1%0.010%
8/8/2024Wealthspire Advisors LLC13,928$619K0.0%N/A0.021%
8/8/2024Leelyn Smith LLC154,004$6.84M1.3%-0.8%0.231%
8/8/2024Sykon Capital LLC8,295$369K0.1%-3.0%0.012%
8/8/2024Oppenheimer & Co. Inc.79,039$3.51M0.1%+1.0%0.118%
8/8/2024 Eagle Strategies LLC7,607$338K0.1%N/A0.011%
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8/8/2024LPL Financial LLC1,884,549$83.73M0.0%-2.5%2.822%
8/7/2024Daiwa Securities Group Inc.10,630$472K0.0%-9.9%0.016%
8/7/2024 PFG Investments LLC11,996$533K0.0%+4.6%0.018%
8/5/2024 Private Advisor Group LLC117,750$5.23M0.0%-12.5%0.176%
8/2/2024 Magnus Financial Group LLC23,513$1.05M0.1%+5.7%0.035%
7/31/2024Aptus Capital Advisors LLC3,539$157K0.0%+31.5%0.005%
7/31/2024 Farther Finance Advisors LLC9,048$399K0.0%+44.4%0.014%
7/31/2024Commonwealth Equity Services LLC297,478$13.22M0.0%-3.8%0.446%
7/31/2024 Concurrent Investment Advisors LLC7,520$334K0.0%+13.3%0.011%
7/31/2024 Fortis Group Advisors LLC18,634$828K0.2%-51.1%0.028%
(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 ($83.73M), Financial Engines Advisors L.L.C. ($43.43M), Royal Bank of Canada ($43.18M), Advisor Group Holdings Inc. ($34.53M), EP Wealth Advisors LLC ($31.47M), and Wells Fargo & Company MN ($28.88M).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 274 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), Silicon Valley Capital Partners ($388.33K), Win Advisors Inc. ($371.79K), Bank of Montreal Can ($352.80K), and LPL Financial LLC ($301.98K).

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

Institutional investors have bought a total of 12,388,267 shares in the last 24 months. This purchase volume represents approximately $527.63M in transactions.

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

Of the 205 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: One Capital Management LLC ($730.15K), UBS Group AG ($663.73K), First Republic Investment Management Inc. ($587.29K), Raymond James Financial Services Advisors Inc. ($482.76K), Raymond James & Associates ($458.23K), Osaic Holdings Inc. ($401.05K), and Truist Financial Corp ($390.37K).

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

Institutional investors have sold a total of 10,645,360 shares in the last 24 months. This volume of shares sold represents approximately $440.80M in transactions.


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This page (NYSEARCA:SPHD) was last updated on 11/4/2024 by MarketBeat.com Staff
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