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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
$46.94 -0.13 (-0.28%)
Closing price 04/15/2025 04:10 PM Eastern
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$46.95 +0.01 (+0.01%)
As of 04:00 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)
196
Total
Institutional Inflows
(last 12 months)
$265.46M
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$186.78M
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SPHD Institutional Buying and Selling by Quarter

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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
4/14/2025 Miracle Mile Advisors LLC16,914$850K0.0%+58.6%0.024%
4/14/2025 RDA Financial Network27,212$1.37M0.4%+3.1%0.038%
4/11/2025 Pinnacle Wealth Management Group Inc.53,083$2.67M1.9%-10.3%0.075%
4/11/2025 Signal Advisors Wealth LLC11,769$591K0.1%N/A0.017%
4/10/2025 Lmcg Investments LLC65,302$3.28M0.2%+46.7%0.092%
4/10/2025 Park Edge Advisors LLC69,300$3.48M1.0%-0.9%0.098%
4/10/2025 TrueWealth Advisors LLC14,200$713K0.2%-2.1%0.020%
4/9/2025 HBW Advisory Services LLC14,367$722K0.1%-6.8%0.020%
4/9/2025 NBC Securities Inc.6,735$338K0.0%+84,087.5%0.009%
4/8/2025 Advisory Alpha LLC3,997$201K0.0%N/A0.006%
4/8/2025 Parallel Advisors LLC23,966$1.20M0.0%+2.3%0.034%
4/7/2025 GAMMA Investing LLC653$330K0.0%N/A0.001%
4/1/2025 MassMutual Private Wealth & Trust FSB32,394$1.63M0.0%+91.0%0.046%
3/24/2025Fulcrum Equity Management4,562$220K0.2%-7.1%0.007%
3/21/2025Prostatis Group LLC63,039$3.05M0.9%+202.8%0.090%
3/18/2025Triton Wealth Management PLLC6,712$337K0.2%+10.9%0.010%
3/17/2025Wealth Enhancement Advisory Services LLC138,640$6.70M0.0%+25.5%0.198%
3/6/2025Copia Wealth Management1,427$69K0.1%N/A0.002%
3/5/2025Financial Insights Inc.10,815$522K0.2%+6.4%0.016%
2/26/2025LM Advisors LLC57,522$2.78M0.5%-1.7%0.086%
2/25/2025B. Riley Wealth Advisors Inc.7,911$382K0.0%+9.1%0.012%
2/18/2025Sunbelt Securities Inc.18,119$872K0.1%+74.5%0.027%
2/18/2025GTS Securities LLC113,861$5.50M0.3%-2.6%0.171%
2/18/202510Elms LLP1,363$66K0.1%N/A0.002%
2/18/2025Focus Partners Advisor Solutions LLC10,602$512K0.0%-50.6%0.016%
2/18/2025First Heartland Consultants Inc.8,163$394K0.0%-14.8%0.012%
2/18/2025Continuum Advisory LLC10,793$521K0.1%+18.6%0.016%
2/17/2025Waverly Advisors LLC28,932$1.40M0.0%+8.5%0.043%
2/17/2025Royal Bank of Canada1,131,229$54.65M0.0%+1.5%1.694%
2/17/2025Focus Partners Wealth6,235$301K0.0%N/A0.009%
2/17/2025Deutsche Bank AG3,311$160K0.0%-10.5%0.005%
2/17/2025D. E. Shaw & Co. Inc.11,634$562K0.0%N/A0.017%
2/17/2025Cetera Investment Advisers214,473$10.36M0.0%+4.9%0.321%
2/17/2025Baird Financial Group Inc.38,888$1.88M0.0%+254.1%0.058%
2/17/2025Bank of America Corp DE1,136,780$54.92M0.0%+1.3%1.703%
2/17/2025Ameriprise Financial Inc.704,294$34.02M0.0%+20.4%1.055%
2/17/2025AmeriServ Wealth Advisors80,505$3.89M2.1%N/A0.121%
2/14/2025Mercer Global Advisors Inc. ADV51,279$2.48M0.0%-20.6%0.077%
2/14/2025Jane Street Group LLC9,610$464K0.0%N/A0.014%
2/14/2025Comerica Bank7,356$355K0.0%+11.3%0.011%
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2/14/2025Tudor Investment Corp ET AL12,862$621K0.0%N/A0.019%
2/14/2025Second Half Financial Partners LLC8,527$412K0.2%-3.8%0.013%
2/14/2025Capital Analysts LLC1,532$74K0.0%+17.0%0.002%
2/14/2025Two Sigma Securities LLC9,690$468K0.1%N/A0.015%
2/14/2025Coppell Advisory Solutions LLC36,697$1.77M0.2%-1.9%0.055%
2/14/2025Stifel Financial Corp412,493$19.93M0.0%+238.9%0.618%
2/14/2025Optivise Advisory Services LLC35,068$1.69M0.9%-11.3%0.053%
2/14/2025TD Waterhouse Canada Inc.5,407$261K0.0%-55.6%0.008%
2/14/2025Tower Research Capital LLC TRC 33,932$1.64M0.0%N/A0.051%
2/14/2025MML Investors Services LLC62,544$3.02M0.0%-12.4%0.094%
2/14/2025BOS Asset Management LLC5,312$257K0.1%-6.2%0.008%
2/14/2025Concourse Financial Group Securities Inc.2,181$106K0.0%-14.0%0.003%
2/13/2025NewEdge Advisors LLC128,124$6.19M0.0%+2.0%0.192%
2/13/2025Finward Bancorp10,987$531K0.5%N/A0.016%
2/13/2025Mariner LLC65,976$3.19M0.0%+0.4%0.099%
2/13/2025BTG Pactual Asset Management US LLC4,877$244K0.0%N/A0.007%
2/13/2025Raymond James Financial Inc.600,021$28.99M0.0%N/A0.899%
2/13/2025Advisory Services Network LLC5,762$278K0.0%+17.7%0.009%
2/13/2025Renaissance Technologies LLC64,300$3.11M0.0%N/A0.096%
2/13/2025Invesco Ltd.31,532$1.52M0.0%-43.2%0.047%
2/13/2025Bank of Montreal Can315,670$15.25M0.0%-3.8%0.473%
2/13/2025Cerity Partners LLC9,975$482K0.0%+29.5%0.015%
2/13/2025Waterloo Capital L.P.6,018$291K0.0%-12.8%0.009%
2/13/2025Envestnet Asset Management Inc.288,294$13.93M0.0%-10.8%0.432%
2/13/2025Wells Fargo & Company MN542,513$26.21M0.0%+3.0%0.813%
2/12/2025OLD Mission Capital LLC5,989$289K0.0%N/A0.009%
2/12/2025Franklin Resources Inc.659,614$31.87M0.0%-2.2%0.988%
2/12/2025Delos Wealth Advisors LLC70,191$3.39M2.7%+8.6%0.105%
2/12/2025Level Four Advisory Services LLC9,135$441K0.0%+6.2%0.014%
2/12/2025Orion Portfolio Solutions LLC9,781$473K0.0%-6.0%0.015%
2/12/2025LM Advisors LLC57,522$2.78M0.5%-1.7%0.086%
2/12/2025JPMorgan Chase & Co.298,021$14.40M0.0%+3.7%0.446%
2/12/2025Mitsubishi UFJ Asset Management Co. Ltd.19,700$956K0.0%N/A0.030%
2/12/2025Financial Engines Advisors L.L.C.995,260$48.08M0.1%-2.1%1.491%
2/12/2025UNIVEST FINANCIAL Corp11,694$565K0.0%N/A0.018%
2/11/2025Modern Wealth Management LLC6,614$323K0.0%-30.9%0.010%
2/11/2025Lynx Investment Advisory39,649$1.92M1.3%+10.0%0.059%
2/11/2025LPL Financial LLC2,278,767$110.09M0.0%+18.4%3.413%
2/11/2025Runnymede Capital Advisors Inc.11,211$542K0.5%N/A0.017%
2/11/2025Washington Trust Bank14,144$683K0.1%N/A0.021%
2/10/2025Tocqueville Asset Management L.P.14,529$702K0.0%+1.7%0.022%
2/10/2025GWN Securities Inc.5,920$288K0.1%N/A0.009%
2/10/2025Commonwealth 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%
2/7/2025HighTower Advisors LLC34,148$1.65M0.0%+11.3%0.051%
2/7/2025 Investors Research Corp15,088$729K0.2%-5.1%0.023%
2/7/2025Independent Advisor Alliance20,140$973K0.0%N/A0.030%
2/7/2025Daiwa Securities Group Inc.12,330$596K0.0%+16.0%0.018%
2/7/2025Barings LLC489,089$23.63M0.6%+8.1%0.732%
2/6/2025Raymond James Financial Inc.600,021$28.99M0.0%N/A0.899%
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2/6/2025Atria Investments Inc107,986$5.22M0.1%+41.9%0.162%
2/6/2025Cookson Peirce & Co. Inc.60,717$2.93M0.1%-3.5%0.091%
2/6/2025Patten Group Inc.25,013$1.21M0.3%+14.3%0.037%
2/6/2025Steward Partners Investment Advisory LLC19,133$924K0.0%+12.7%0.029%
2/6/2025WMG Financial Advisors LLC15,103$730K0.3%N/A0.023%
2/6/2025Interactive Financial Advisors Inc.15,300$739K0.4%-2.7%0.023%
2/6/2025Clal Insurance Enterprises Holdings Ltd122,000$5.89M0.1%+50.6%0.183%
2/6/2025Jones Financial Companies Lllp113,370$5.48M0.0%+80.5%0.170%
2/5/2025SRS Capital Advisors Inc.3,345$162K0.0%+12,765.4%0.005%
2/5/2025Providence First Trust Co2,500$121K0.0%N/A0.004%
(Data available from 1/1/2016 forward)

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SPHD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPHD shares?

During the previous two years, 363 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 12,048,287 shares in the last 24 months. This purchase volume represents approximately $537.73M in transactions.

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

Of the 218 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), Osaic Holdings Inc. ($401.05K), Truist Financial Corp ($398.38K), Win Advisors Inc. ($362.22K), LPL Financial LLC ($361.90K), and Private Advisor Group LLC ($345.96K).

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

Institutional investors have sold a total of 9,848,997 shares in the last 24 months. This volume of shares sold represents approximately $432.21M in transactions.


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This page (NYSEARCA:SPHD) was last updated on 4/16/2025 by MarketBeat.com Staff
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