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Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) Institutional Ownership

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$45.21
+0.17 (+0.38%)
(As of 05/15/2024 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)
133
Total
Institutional Inflows
(last 12 months)
$242.53M
Number of
Institutional Sellers
(last 12 months)
151
Total
Institutional Outflows
(last 12 months)
$228.78M
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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
5/14/2024CreativeOne Wealth LLC62,688$2.78M0.1%+115.6%0.094%
5/14/2024Leelyn Smith LLC155,209$6.89M1.4%+0.7%0.232%
5/13/2024 Bessemer Group Inc.2,116$94K0.0%N/A0.003%
5/11/2024 Retirement Financial Solutions LLC134,219$5.96M3.1%+8.9%0.201%
5/11/2024 Patten & Patten Inc. TN32,725$1.45M0.1%+19.1%0.049%
5/10/2024 Osaic Holdings Inc.205,309$9.12M0.0%-2.5%0.307%
5/10/2024 Tocqueville Asset Management L.P.13,827$614K0.0%-30.4%0.021%
5/9/2024 Delos Wealth Advisors LLC54,911$2.44M2.7%+33.0%0.082%
5/9/2024 SageView Advisory Group LLC5,927$262K0.0%N/A0.009%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.34,200$1.52M0.0%N/A0.051%
5/9/2024 Koshinski Asset Management Inc.5,481$243K0.0%N/A0.008%
5/8/2024 Avantax Advisory Services Inc.38,244$1.70M0.0%-8.4%0.057%
5/7/2024 Oppenheimer & Co. Inc.78,239$3.47M0.1%+1.5%0.117%
5/6/2024 Advisory Alpha LLC6,038$268K0.0%-40.5%0.009%
5/4/2024 Geneos Wealth Management Inc.90,146$4.00M0.2%+0.5%0.135%
5/4/2024 Joseph P. Lucia & Associates LLC8,301$369K0.2%-17.1%0.012%
5/3/2024 Avidian Wealth Solutions LLC448,124$19.90M1.0%+25.9%0.671%
5/3/2024 Absolute Capital Management LLC142,865$6.34M4.0%+254.3%0.214%
5/2/2024 Summit Financial Wealth Advisors LLC24,114$1.07M0.2%-6.3%0.036%
5/2/2024 FinTrust Capital Advisors LLC35,213$1.56M0.3%+56.5%0.053%
5/2/2024 Haverford Trust Co6,000$266K0.0%-71.2%0.009%
5/2/2024 Curran Financial Partners LLC15,429$685K0.2%+10.2%0.023%
5/1/2024 Janney Montgomery Scott LLC158,404$7.03M0.0%-5.2%0.233%
5/1/2024 Concourse Financial Group Securities Inc.2,767$123K0.0%-62.2%0.004%
4/30/2024 Private Advisor Group LLC134,558$5.97M0.0%-4.7%0.198%
4/30/2024 J.W. Cole Advisors Inc.16,935$752K0.0%-4.0%0.025%
4/30/2024 Fortis Group Advisors LLC38,130$1.69M0.3%-52.3%0.056%
4/29/2024Commonwealth Equity Services LLC309,240$13.73M0.0%-2.3%0.455%
4/29/2024 Meritage Portfolio Management28,623$1.27M0.1%-1.5%0.042%
4/29/2024 Crescent Grove Advisors LLC8,773$390K0.0%+7.2%0.013%
4/26/2024 Financial Insights Inc.9,765$434K0.1%+2.6%0.014%
4/25/2024 Capital Investment Advisory Services LLC87,192$3.87M0.4%-1.5%0.128%
4/25/2024 Olistico Wealth LLC6,561$291K0.2%-4.4%0.010%
4/25/2024 Cambridge Investment Research Advisors Inc.196,861$8.74M0.0%-13.5%0.290%
4/24/2024 Private Trust Co. NA17,236$765K0.1%-4.4%0.025%
4/24/2024 Win Advisors Inc.9,577$425K0.2%-97.4%0.014%
4/24/2024 Newbridge Financial Services Group Inc.9,027$401K0.2%+3.6%0.013%
4/24/2024 Simplicity Wealth LLC24,563$1.09M0.0%N/A0.036%
4/24/2024 Spire Wealth Management2,969$132K0.0%-10.8%0.004%
4/24/2024 Essex Financial Services Inc.8,795$390K0.0%-32.3%0.013%
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4/24/2024 Gunma Bank Ltd.190,000$8.44M4.4%+46.2%0.280%
4/23/2024 Global Retirement Partners LLC21,802$968K0.0%+2.5%0.032%
4/23/2024 Cookson Peirce & Co. Inc.73,392$3.26M0.2%+5.4%0.108%
4/23/2024 Cherry Creek Investment Advisors Inc.46,816$2.08M1.1%N/A0.069%
4/23/2024 Gradient Investments LLC4,705$209K0.0%-27.7%0.007%
4/23/2024 TrueWealth Advisors LLC18,962$842K0.3%-15.4%0.028%
4/23/2024 Fifth Third Bancorp4,841$215K0.0%+63.4%0.007%
4/23/2024 Tyche Wealth Partners LLC50,284$2.23M0.5%-4.0%0.074%
4/23/2024 Raymond James Financial Services Advisors Inc.293,280$13.02M0.0%-41.4%0.432%
4/22/2024 PFG Investments LLC11,469$509K0.0%N/A0.017%
4/22/2024 Raymond James & Associates351,359$15.60M0.0%-8.8%0.517%
4/19/2024 Park Edge Advisors LLC18,990$843K0.2%+102.1%0.028%
4/18/2024 Kowal Investment Group LLC56,846$2.52M0.5%-1.7%0.084%
4/16/2024 Shulman DeMeo Asset Management LLC11,880$527K0.1%-4.3%0.017%
4/16/2024 Wealth Enhancement Advisory Services LLC79,625$3.54M0.0%-10.7%0.117%
4/15/2024 Future Financial Wealth Managment LLC1,102$49K0.0%N/A0.001%
4/15/2024 Brookstone Capital Management162,946$7.24M0.1%-4.0%0.210%
4/15/2024 IAM Advisory LLC14,832$659K0.2%-3.3%0.019%
4/15/2024 Thompson Investment Management Inc.1,800$80K0.0%N/A0.002%
4/12/2024 Dynamic Advisor Solutions LLC62,367$2.77M0.1%+817.0%0.080%
4/12/2024 Global Assets Advisory LLC22,100$981K0.0%N/A0.028%
4/11/2024 International Assets Investment Management LLC22,912$1.01M0.0%-33.2%0.029%
4/11/2024 Capital CS Group LLC6,317$280K0.3%N/A0.008%
4/11/2024 Shilanski & Associates Inc.214,784$9.54M3.3%+1.1%0.276%
4/8/2024 RVW Wealth LLC23,479$1.04M0.1%-7.0%0.030%
4/5/2024 NBC Securities Inc.9,937$441K0.0%-3.1%0.013%
3/22/2024 PNC Financial Services Group Inc.4,418$187K0.0%-5.7%0.006%
3/22/2024 Cooksen Wealth LLC2,172$92K0.1%N/A0.003%
3/15/2024B. Riley Wealth Advisors Inc.8,118$344K0.0%-4.3%0.010%
3/4/2024Vima LLC5,423$230K0.5%N/A0.007%
3/1/2024Creekmur Asset Management LLC712$30K0.0%N/A0.001%
2/20/2024 Clarity Capital Partners LLC24,672$1.05M0.7%N/A0.032%
2/14/2024LM Advisors LLC59,060$2.51M0.5%N/A0.076%
2/14/2024XML Financial LLC163,836$6.95M0.7%-30.3%0.211%
2/14/2024 RE Dickinson Investment Advisors LLC10,535$447K0.3%-6.2%0.014%
2/14/2024Waterloo Capital L.P.8,141$345K0.1%N/A0.010%
2/14/2024NCM Capital Management LLC10,412$442K0.3%+55.4%0.013%
2/13/2024 Oppenheimer & Co. Inc.77,115$3.27M0.1%+8.0%0.099%
2/13/2024Tower Research Capital LLC TRC 40,264$1.71M0.0%+11.3%0.052%
2/13/2024 FinTrust Capital Advisors LLC22,494$954K0.2%+29.0%0.029%
2/12/2024Focus Financial Network Inc. ADV14,010$594K0.0%N/A0.018%
2/12/2024Stifel Financial Corp317,485$13.46M0.0%+301.1%0.408%
2/12/2024Steward Partners Investment Advisory LLC10,034$426K0.0%-7.2%0.013%
2/12/2024 Parallel Advisors LLC24,203$1.03M0.0%-20.2%0.031%
2/12/2024Hilltop Holdings Inc.60,671$2.57M0.3%+2.7%0.078%
2/9/2024 Advisory Services Network LLC11,084$470K0.0%-23.3%0.014%
2/9/2024 Cambridge Investment Research Advisors Inc.227,539$9.65M0.0%-1.8%0.293%
2/9/2024 Franklin Resources Inc.633,873$26.88M0.0%+8.2%0.816%
2/9/2024CreativeOne Wealth LLC29,074$1.23M0.1%+10.6%0.037%
2/9/2024 D.A. Davidson & CO.60,335$2.56M0.0%-5.8%0.078%
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2/9/2024 Wells Fargo & Company MN681,055$28.88M0.0%-9.5%0.876%
2/9/2024Gladstone Institutional Advisory LLC18,078$767K0.0%-3.3%0.023%
2/9/2024 UBS Group AG660,843$28.03M0.0%+21.8%0.850%
2/8/2024 Level Four Advisory Services LLC7,045$299K0.0%+11.2%0.009%
2/8/2024 First Heartland Consultants Inc.12,585$534K0.1%+82.0%0.016%
2/8/2024 Haverford Trust Co20,800$882K0.0%N/A0.027%
2/8/2024 Janney Montgomery Scott LLC167,043$7.08M0.0%-40.3%0.215%
2/8/2024 Lmcg Investments LLC21,466$910K0.1%+35.4%0.028%
2/7/2024 Avantax Advisory Services Inc.41,730$1.77M0.0%-4.7%0.054%
2/7/2024 Strategic Advocates LLC6,551$278K0.1%-35.8%0.008%
(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, 347 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 ($74.59M), 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 294 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 ($856.78K), UBS Group AG ($812.58K), First Republic Investment Management Inc. ($739.44K), LPL Financial LLC ($718.39K), Bank of America Corp DE ($688.98K), and Bank of Montreal Can ($648.88K).

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

Institutional investors have bought a total of 20,322,756 shares in the last 24 months. This purchase volume represents approximately $873.12M in transactions.

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

Of the 210 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), Brookstone Capital Management ($543.02K), Raymond James Financial Services Advisors Inc. ($517.56K), Raymond James & Associates ($445.42K), and Truist Financial Corp ($420.85K).

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

Institutional investors have sold a total of 11,124,288 shares in the last 24 months. This volume of shares sold represents approximately $456.79M in transactions.


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This page (NYSEARCA:SPHD) was last updated on 5/15/2024 by MarketBeat.com Staff

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