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

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Stock Analysis Chart Dividend Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 131
Total Institutional Inflows (last 12 months): $237.60M

Number of Institutional Sellers (last 12 months): 151
Total Institutional Outflows (last 12 months): $229.32M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/13/2024	IMS Capital Management	20,707	$919K	0.4%	-2.1%	0.031%
5/29/2024	Pathway Financial Advisers LLC	590	$26K	0.0%	N/A	0.001%
5/24/2024	Cetera Advisors LLC	133,064	$5.91M	0.0%	+126.1%	0.199%
5/24/2024	Cetera Investment Advisers	190,241	$8.45M	0.0%	+100.8%	0.285%
5/21/2024	Atria Investments Inc	69,245	$3.07M	0.0%	-2.7%	0.104%
5/17/2024	XML Financial LLC	153,605	$6.82M	0.7%	-6.2%	0.230%
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5/17/2024	Consultiva Wealth Management CORP.	5,313	$236K	2.2%	N/A	0.008%
5/16/2024	B. Riley Wealth Advisors Inc.	8,483	$377K	0.0%	+4.5%	0.013%
5/16/2024	Waverly Advisors LLC	26,134	$1.16M	0.0%	N/A	0.039%
5/14/2024	CreativeOne Wealth LLC	62,688	$2.78M	0.1%	+115.6%	0.094%
5/14/2024	Leelyn Smith LLC	155,209	$6.89M	1.4%	+0.7%	0.232%
5/13/2024	Bessemer Group Inc.	2,116	$94K	0.0%	N/A	0.003%
5/11/2024	Retirement Financial Solutions LLC	134,219	$5.96M	3.1%	+8.9%	0.201%
5/11/2024	Patten & Patten Inc. TN	32,725	$1.45M	0.1%	+19.1%	0.049%
5/10/2024	Osaic Holdings Inc.	205,309	$9.12M	0.0%	-2.5%	0.307%
5/10/2024	Tocqueville Asset Management L.P.	13,827	$614K	0.0%	-30.4%	0.021%
5/9/2024	Delos Wealth Advisors LLC	54,911	$2.44M	2.7%	+33.0%	0.082%
5/9/2024	SageView Advisory Group LLC	5,927	$262K	0.0%	N/A	0.009%
5/9/2024	Mitsubishi UFJ Asset Management Co. Ltd.	34,200	$1.52M	0.0%	N/A	0.051%
5/9/2024	Koshinski Asset Management Inc.	5,481	$243K	0.0%	N/A	0.008%
5/8/2024	Avantax Advisory Services Inc.	38,244	$1.70M	0.0%	-8.4%	0.057%
5/7/2024	Oppenheimer & Co. Inc.	78,239	$3.47M	0.1%	+1.5%	0.117%
5/6/2024	Advisory Alpha LLC	6,038	$268K	0.0%	-40.5%	0.009%
5/4/2024	Geneos Wealth Management Inc.	90,146	$4.00M	0.2%	+0.5%	0.135%
5/4/2024	Joseph P. Lucia & Associates LLC	8,301	$369K	0.2%	-17.1%	0.012%
5/3/2024	Avidian Wealth Solutions LLC	448,124	$19.90M	1.0%	+25.9%	0.671%
5/3/2024	Absolute Capital Management LLC	142,865	$6.34M	4.0%	+254.3%	0.214%
5/2/2024	Summit Financial Wealth Advisors LLC	24,114	$1.07M	0.2%	-6.3%	0.036%
5/2/2024	FinTrust Capital Advisors LLC	35,213	$1.56M	0.3%	+56.5%	0.053%
5/2/2024	Haverford Trust Co	6,000	$266K	0.0%	-71.2%	0.009%
5/2/2024	Curran Financial Partners LLC	15,429	$685K	0.2%	+10.2%	0.023%
5/1/2024	Janney Montgomery Scott LLC	158,404	$7.03M	0.0%	-5.2%	0.233%
5/1/2024	Concourse Financial Group Securities Inc.	2,767	$123K	0.0%	-62.2%	0.004%
4/30/2024	Private Advisor Group LLC	134,558	$5.97M	0.0%	-4.7%	0.198%
4/30/2024	J.W. Cole Advisors Inc.	16,935	$752K	0.0%	-4.0%	0.025%
4/30/2024	Fortis Group Advisors LLC	38,130	$1.69M	0.3%	-52.3%	0.056%
4/29/2024	Commonwealth Equity Services LLC	309,240	$13.73M	0.0%	-2.3%	0.455%
4/29/2024	Meritage Portfolio Management	28,623	$1.27M	0.1%	-1.5%	0.042%
4/29/2024	Crescent Grove Advisors LLC	8,773	$390K	0.0%	+7.2%	0.013%
4/26/2024	Financial Insights Inc.	9,765	$434K	0.1%	+2.6%	0.014%
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4/25/2024	Capital Investment Advisory Services LLC	87,192	$3.87M	0.4%	-1.5%	0.128%
4/25/2024	Olistico Wealth LLC	6,561	$291K	0.2%	-4.4%	0.010%
4/25/2024	Cambridge Investment Research Advisors Inc.	196,861	$8.74M	0.0%	-13.5%	0.290%
4/24/2024	Private Trust Co. NA	17,236	$765K	0.1%	-4.4%	0.025%
4/24/2024	Win Advisors Inc.	9,577	$425K	0.2%	-97.4%	0.014%
4/24/2024	Newbridge Financial Services Group Inc.	9,027	$401K	0.2%	+3.6%	0.013%
4/24/2024	Simplicity Wealth LLC	24,563	$1.09M	0.0%	N/A	0.036%
4/24/2024	Spire Wealth Management	2,969	$132K	0.0%	-10.8%	0.004%
4/24/2024	Essex Financial Services Inc.	8,795	$390K	0.0%	-32.3%	0.013%
4/24/2024	Gunma Bank Ltd.	190,000	$8.44M	4.4%	+46.2%	0.280%
4/23/2024	Global Retirement Partners LLC	21,802	$968K	0.0%	+2.5%	0.032%
4/23/2024	Cookson Peirce & Co. Inc.	73,392	$3.26M	0.2%	+5.4%	0.108%
4/23/2024	Cherry Creek Investment Advisors Inc.	46,816	$2.08M	1.1%	N/A	0.069%
4/23/2024	Gradient Investments LLC	4,705	$209K	0.0%	-27.7%	0.007%
4/23/2024	TrueWealth Advisors LLC	18,962	$842K	0.3%	-15.4%	0.028%
4/23/2024	Fifth Third Bancorp	4,841	$215K	0.0%	+63.4%	0.007%
4/23/2024	Tyche Wealth Partners LLC	50,284	$2.23M	0.5%	-4.0%	0.074%
4/23/2024	Raymond James Financial Services Advisors Inc.	293,280	$13.02M	0.0%	-41.4%	0.432%
4/22/2024	PFG Investments LLC	11,469	$509K	0.0%	N/A	0.017%
4/22/2024	Raymond James & Associates	351,359	$15.60M	0.0%	-8.8%	0.517%
4/19/2024	Park Edge Advisors LLC	18,990	$843K	0.2%	+102.1%	0.028%
4/18/2024	Kowal Investment Group LLC	56,846	$2.52M	0.5%	-1.7%	0.084%
4/16/2024	Shulman DeMeo Asset Management LLC	11,880	$527K	0.1%	-4.3%	0.017%
4/16/2024	Wealth Enhancement Advisory Services LLC	79,625	$3.54M	0.0%	-10.7%	0.117%
4/15/2024	Future Financial Wealth Managment LLC	1,102	$49K	0.0%	N/A	0.001%
4/15/2024	Brookstone Capital Management	162,946	$7.24M	0.1%	-4.0%	0.210%
4/15/2024	IAM Advisory LLC	14,832	$659K	0.2%	-3.3%	0.019%
4/15/2024	Thompson Investment Management Inc.	1,800	$80K	0.0%	N/A	0.002%
4/12/2024	Dynamic Advisor Solutions LLC	62,367	$2.77M	0.1%	+817.0%	0.080%
4/12/2024	Global Assets Advisory LLC	22,100	$981K	0.0%	N/A	0.028%
4/11/2024	International Assets Investment Management LLC	22,912	$1.01M	0.0%	-33.2%	0.029%
4/11/2024	Capital CS Group LLC	6,317	$280K	0.3%	N/A	0.008%
4/11/2024	Shilanski & Associates Inc.	214,784	$9.54M	3.3%	+1.1%	0.276%
4/8/2024	RVW Wealth LLC	23,479	$1.04M	0.1%	-7.0%	0.030%
4/5/2024	NBC Securities Inc.	9,937	$441K	0.0%	-3.1%	0.013%
3/22/2024	PNC Financial Services Group Inc.	4,418	$187K	0.0%	-5.7%	0.006%
3/22/2024	Cooksen Wealth LLC	2,172	$92K	0.1%	N/A	0.003%
3/15/2024	B. Riley Wealth Advisors Inc.	8,118	$344K	0.0%	-4.3%	0.010%
3/4/2024	Vima LLC	5,423	$230K	0.5%	N/A	0.007%
3/1/2024	Creekmur Asset Management LLC	712	$30K	0.0%	N/A	0.001%
2/20/2024	Clarity Capital Partners LLC	24,672	$1.05M	0.7%	N/A	0.032%
2/14/2024	LM Advisors LLC	59,060	$2.51M	0.5%	N/A	0.076%
2/14/2024	XML Financial LLC	163,836	$6.95M	0.7%	-30.3%	0.211%
2/14/2024	RE Dickinson Investment Advisors LLC	10,535	$447K	0.3%	-6.2%	0.014%
2/14/2024	Waterloo Capital L.P.	8,141	$345K	0.1%	N/A	0.010%
2/14/2024	NCM Capital Management LLC	10,412	$442K	0.3%	+55.4%	0.013%
2/13/2024	Oppenheimer & Co. Inc.	77,115	$3.27M	0.1%	+8.0%	0.099%
2/13/2024	Tower Research Capital LLC TRC	40,264	$1.71M	0.0%	+11.3%	0.052%
2/13/2024	FinTrust Capital Advisors LLC	22,494	$954K	0.2%	+29.0%	0.029%
2/12/2024	Focus Financial Network Inc. ADV	14,010	$594K	0.0%	N/A	0.018%
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2/12/2024	Stifel Financial Corp	317,485	$13.46M	0.0%	+301.1%	0.408%
2/12/2024	Steward Partners Investment Advisory LLC	10,034	$426K	0.0%	-7.2%	0.013%
2/12/2024	Parallel Advisors LLC	24,203	$1.03M	0.0%	-20.2%	0.031%
2/12/2024	Hilltop Holdings Inc.	60,671	$2.57M	0.3%	+2.7%	0.078%
2/9/2024	Advisory Services Network LLC	11,084	$470K	0.0%	-23.3%	0.014%
2/9/2024	Cambridge Investment Research Advisors Inc.	227,539	$9.65M	0.0%	-1.8%	0.293%
2/9/2024	Franklin Resources Inc.	633,873	$26.88M	0.0%	+8.2%	0.816%
2/9/2024	CreativeOne Wealth LLC	29,074	$1.23M	0.1%	+10.6%	0.037%
2/9/2024	D.A. Davidson & CO.	60,335	$2.56M	0.0%	-5.8%	0.078%
2/9/2024	Wells Fargo & Company MN	681,055	$28.88M	0.0%	-9.5%	0.876%

(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, 346 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 Montreal Can ($648.88K), and Advisor Group Holdings Inc. ($628.68K).
How much institutional buying is happening at Invesco S&P 500 High Dividend Low Volatility ETF?: Institutional investors have bought a total of 19,444,224 shares in the last 24 months. This purchase volume represents approximately $831.08M in transactions.

Which Invesco S&P 500 High Dividend Low Volatility ETF major shareholders have been selling company stock?: Of the 211 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 11,136,643 shares in the last 24 months. This volume of shares sold represents approximately $457.34M in transactions.