Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) Institutional Ownership $13.46 -0.96 (-6.66%) Closing price 06/23/2025 03:58 PM EasternExtended Trading$13.27 -0.19 (-1.38%) As of 06/23/2025 08:00 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. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap High Dividend Low Volatility ETF (BATS:XSHD)Number ofInstitutional Buyers(last 12 months)16TotalInstitutional Inflows(last 12 months)$7.16MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$808.16K Get XSHD Insider Trade Alerts Want to know when executives and insiders are buying or selling Invesco S&P SmallCap High Dividend Low Volatility ETF stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data XSHD Institutional Buying and Selling by Quarter Invesco S&P SmallCap High Dividend Low Volatility ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2025 Jane Street Group LLC16,469$229K0.0%N/A0.314% 5/16/2025 Ashton Thomas Private Wealth LLC16,726$232K0.0%N/A0.319% 5/7/2025 Eagle Bluffs Wealth Management LLC10,270$143K0.1%N/A0.207% 5/7/2025 LPL Financial LLC144,940$2.01M0.0%+76.0%2.928% 5/6/2025 Cetera Investment Advisers85,046$1.18M0.0%N/A1.718% 5/2/2025 Kingsview Wealth Management LLC28,926$401K0.0%+11.9%0.584% 5/2/2025 Concord Wealth Partners97,268$1.35M0.2%+29.2%1.965% 5/2/2025 Concord Asset Management LLC VA101,930$1.31M0.3%+35.4%2.059% 4/29/2025 Capital Investment Advisory Services LLC30,625$425K0.0%+35.0%0.619% 4/24/2025 Money Concepts Capital Corp10,694$148K0.0%N/A0.216% Get the Latest News and Ratings for XSHD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Invesco S&P SmallCap High Dividend Low Volatility ETF and its competitors with MarketBeat's FREE daily newsletter. 4/22/2025 Cambridge Investment Research Advisors Inc.10,309$143K0.0%-73.1%0.208% 4/14/2025 Farther Finance Advisors LLC5,187$72K0.0%+23.9%0.109% 3/6/2025 Elite Financial Inc.23,750$345K0.2%N/A0.520% 2/17/2025 Two Sigma Investments LP18,910$275K0.0%-53.4%0.946% 2/17/2025 Citadel Advisors LLC23,053$335K0.0%N/A1.153% 2/17/2025 Bank of America Corp DE7,992$116K0.0%+90.2%0.400% 2/14/2025 IHT Wealth Management LLC25,109$365K0.0%N/A1.255% 2/11/2025 LPL Financial LLC82,346$1.20M0.0%+15.3%4.117% 2/10/2025 Farther Finance Advisors LLC4,187$61K0.0%+71.8%0.209% 2/5/2025 Maia Wealth LLC14,028$206K0.0%N/A0.701% 1/31/2025Global Retirement Partners LLC9,156$133K0.0%-44.8%0.458% 1/28/2025 Kingsview Wealth Management LLC25,851$376K0.0%N/A1.293% 1/24/2025 Concord Wealth Partners75,291$1.10M0.2%+112.2%3.765% 1/24/2025 Concord Asset Management LLC VA75,291$1.10M0.2%+97.5%3.765% 1/23/2025 Capital Investment Advisory Services LLC22,690$330K0.0%+404.2%1.135% 11/7/2024 Concord Asset Management LLC VA38,122$587K0.1%+16.3%1.906% 10/29/2024 Farther Finance Advisors LLC2,437$38K0.0%N/A0.122% 10/24/2024 Concord Wealth Partners35,488$547K0.1%+6.4%1.774% 7/22/2024 Eagle Bluffs Wealth Management LLC10,247$146K0.1%N/A0.512% 4/30/2024 Concord Wealth Partners28,741$443K0.1%N/A1.437% 4/23/2024Global Retirement Partners LLC13,850$214K0.0%+29.4%0.693% 1/18/2024Global Retirement Partners LLC10,702$168K0.0%+7.5%0.899% 7/31/2023 LPL Financial LLC164,823$2.67M0.0%-1.9%12.978% 5/10/2023 LPL Financial LLC167,990$2.81M0.0%+10.1%13.228% 5/9/2023 Tower Research Capital LLC TRC8,674$145K0.0%N/A0.683% 5/8/2023Global Retirement Partners LLC9,769$153K0.0%+186.3%0.769% 5/4/2023 Eagle Bluffs Wealth Management LLC13,514$226K0.2%N/A1.064% 4/14/2023Raymond James Financial Services Advisors Inc.131,533$2.20M0.0%N/A11.850% 3/1/2023 Lakewood Asset Management LLC3,750$65K0.1%N/A0.000% 2/7/2023 LPL Financial LLC152,611$2.64M0.0%+26.3%0.000% A new rule goes live in July — and the banks are quietly cashing in (Ad)A major change is quietly going into effect this July — and Wall Street is already positioning for it. Big Banks have found a way to use a new asset as if it were cash. Not stocks. Not bonds. Not even the U.S. dollar. They now trust this asset more than the traditional financial system itself.To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how1/13/2023 Allworth Financial LP1,979$34K0.0%-70.1%0.000% 11/3/2022Global Retirement Partners LLC2,400$43K0.0%N/A0.000% 8/11/2022Cetera Advisor Networks LLC17,535$349K0.0%N/A0.000% 7/27/2022 Dynamic Advisor Solutions LLC21,734$432K0.0%N/A0.000% 7/21/2022 Investors Research Corp48,393$962K0.3%-2.6%0.000% 4/13/2022 Investors Research Corp49,692$1.11M0.3%-2.5%0.000% 1/21/2022 Allworth Financial LP6,619$151K0.0%-56.8%0.000% 11/16/2021 Consultiva Wealth Management CORP.1,545$34K0.8%N/A0.000% 10/25/2021Cardan Capital Partners LLC87,913$1.93M0.2%-5.3%0.000% 8/13/2021 LPL Financial LLC21,085$496K0.0%+30.1%0.000% (Data available from 1/1/2016 forward) XSHD Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of XSHD shares? During the previous two years, 19 institutional investors and hedge funds held shares of Invesco S&P SmallCap High Dividend Low Volatility ETF. The most heavily invested institutionals were LPL Financial LLC ($2.01M), Concord Wealth Partners ($1.35M), Concord Asset Management LLC VA ($1.31M), Cetera Investment Advisers ($1.18M), Capital Investment Advisory Services LLC ($425K), Kingsview Wealth Management LLC ($401K), and IHT Wealth Management LLC ($365K).Learn more on Invesco S&P SmallCap High Dividend Low Volatility ETF's institutional investors. Which institutional investors have been buying Invesco S&P SmallCap High Dividend Low Volatility ETF's stock? Of the 17 institutional investors that purchased Invesco S&P SmallCap High Dividend Low Volatility ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Concord Wealth Partners ($92.66K), Cetera Investment Advisers ($85.05K), LPL Financial LLC ($73.50K), Concord Asset Management LLC VA ($69.16K), Kingsview Wealth Management LLC ($28.93K), Capital Investment Advisory Services LLC ($26.13K), and IHT Wealth Management LLC ($25.11K). How much institutional buying is happening at Invesco S&P SmallCap High Dividend Low Volatility ETF? Institutional investors have bought a total of 506,004 shares in the last 24 months. This purchase volume represents approximately $7.16M in transactions. Which of Invesco S&P SmallCap High Dividend Low Volatility ETF's major shareholders have been selling company stock? The following institutional investors have sold Invesco S&P SmallCap High Dividend Low Volatility ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($27.98K), Two Sigma Investments LP ($21.69K), and Global Retirement Partners LLC ($7.43K). How much institutional selling is happening at Invesco S&P SmallCap High Dividend Low Volatility ETF? Institutional investors have sold a total of 57,104 shares in the last 24 months. This volume of shares sold represents approximately $808.16K in transactions. Related Companies IQDY Institutional Ownership SPDV Institutional Ownership EUDG Institutional Ownership UDIV Institutional Ownership HIDV Institutional Ownership DIVL Institutional Ownership INCE Institutional Ownership DURA Institutional Ownership DVYA Institutional Ownership INEQ Institutional Ownership This page (BATS:XSHD) was last updated on 6/24/2025 by MarketBeat.com Staff From Our PartnersIsrael-Iran WAR Could Destroy Trump's PresidencyThe missiles are already flying. Israel and Iran are now in direct military conflict — and this couldn't ha...American Alternative | SponsoredBuffett’s $325 Billion Cash Problem — Solved by Gold?A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. 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