Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) Institutional Ownership $12.90 -1.52 (-10.54%) Closing price 08/1/2025 03:58 PM EasternExtended Trading$12.76 -0.14 (-1.12%) As of 08/1/2025 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)17TotalInstitutional Inflows(last 12 months)$9.13MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$837.84K 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 CompanyDetails7/25/2025 Concord Asset Management LLC VA137,934$1.86M0.3%+35.3%2.545% 7/11/2025 Farther Finance Advisors LLC2,969$40K0.0%-42.8%0.055% 7/8/2025 Heartwood Wealth Advisors LLC121,757$1.64M0.2%N/A2.246% 5/19/2025Jane Street Group LLC16,469$229K0.0%N/A0.314% 5/16/2025Ashton Thomas Private Wealth LLC16,726$232K0.0%N/A0.319% 5/7/2025 Eagle Bluffs Wealth Management LLC10,270$143K0.1%N/A0.207% 5/7/2025LPL Financial LLC144,940$2.01M0.0%+76.0%2.928% 5/6/2025Cetera Investment Advisers85,046$1.18M0.0%N/A1.718% 5/2/2025Kingsview Wealth Management LLC28,926$401K0.0%+11.9%0.584% 5/2/2025 Concord Wealth Partners97,268$1.35M0.2%+29.2%1.965% 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. 5/2/2025 Concord Asset Management LLC VA101,930$1.31M0.3%+35.4%2.059% 4/29/2025Capital Investment Advisory Services LLC30,625$425K0.0%+35.0%0.619% 4/24/2025Money Concepts Capital Corp10,694$148K0.0%N/A0.216% 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% 3/6/2025Elite Financial Inc.23,750$345K0.2%N/A0.520% 2/17/2025Two Sigma Investments LP18,910$275K0.0%-53.4%0.946% 2/17/2025Citadel Advisors LLC23,053$335K0.0%N/A1.153% 2/17/2025Bank of America Corp DE7,992$116K0.0%+90.2%0.400% 2/14/2025IHT Wealth Management LLC25,109$365K0.0%N/A1.255% 2/11/2025LPL Financial LLC82,346$1.20M0.0%+15.3%4.117% 2/10/2025 Farther Finance Advisors LLC4,187$61K0.0%+71.8%0.209% 2/5/2025Maia Wealth LLC14,028$206K0.0%N/A0.701% 1/31/2025Global Retirement Partners LLC9,156$133K0.0%-44.8%0.458% 1/28/2025Kingsview 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% 1/23/2025Capital 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% 7/31/2023LPL Financial LLC164,823$2.67M0.0%-1.9%12.978% 5/10/2023LPL Financial LLC167,990$2.81M0.0%+10.1%13.228% 5/9/2023Tower 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% Elon’s Secret Social Security Bombshell (Ad)To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social Security? What we just discovered in Washington will stun even the most seasoned insiders.A major government announcement coming as soon as tomorrow.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% 2/7/2023LPL Financial LLC152,611$2.64M0.0%+26.3%0.000% 1/13/2023Allworth 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% 1/21/2022Allworth Financial LP6,619$151K0.0%-56.8%0.000% 11/16/2021Consultiva Wealth Management CORP.1,545$34K0.8%N/A0.000% 10/25/2021Cardan Capital Partners LLC87,913$1.93M0.2%-5.3%0.000% 8/13/2021LPL 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, 20 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 Asset Management LLC VA ($1.86M), Heartwood Wealth Advisors LLC ($1.64M), Concord Wealth Partners ($1.35M), Cetera Investment Advisers ($1.18M), Capital Investment Advisory Services LLC ($425K), and Kingsview Wealth Management LLC ($401K).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 18 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: Heartwood Wealth Advisors LLC ($121.76K), Concord Asset Management LLC VA ($105.16K), Concord Wealth Partners ($92.66K), Cetera Investment Advisers ($85.05K), LPL Financial LLC ($73.50K), Kingsview Wealth Management LLC ($28.93K), and Capital Investment Advisory Services LLC ($26.13K). How much institutional buying is happening at Invesco S&P SmallCap High Dividend Low Volatility ETF? Institutional investors have bought a total of 653,518 shares in the last 24 months. This purchase volume represents approximately $9.13M 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), Global Retirement Partners LLC ($7.43K), and Farther Finance Advisors LLC ($2.22K). How much institutional selling is happening at Invesco S&P SmallCap High Dividend Low Volatility ETF? Institutional investors have sold a total of 59,322 shares in the last 24 months. This volume of shares sold represents approximately $837.84K in transactions. Related Companies IQDY Institutional Ownership SPDV Institutional Ownership EUDG Institutional Ownership AGEM Institutional Ownership UDIV Institutional Ownership DIVL Institutional Ownership HIDV Institutional Ownership INCE Institutional Ownership STXD Institutional Ownership DURA Institutional Ownership This page (BATS:XSHD) was last updated on 8/2/2025 by MarketBeat.com Staff From Our PartnersElon’s Secret Social Security BombshellTo All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...Banyan Hill Publishing | SponsoredElon’s BIGGEST warning yet?Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...Brownstone Research | SponsoredChina just unlocked Nvidia’s AI chips—what that means for youTired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. 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