Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) Institutional Ownership $13.74 -0.69 (-4.75%) Closing price 08/22/2025 03:59 PM EasternExtended Trading$13.74 0.00 (0.00%) As of 08/22/2025 05:11 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)18TotalInstitutional Inflows(last 12 months)$9.36MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$957.00K 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 CompanyDetails8/15/2025 Tower Research Capital LLC TRC 18,017$243K0.0%+3,693.1%0.332% 8/14/2025 Jane Street Group LLC13,008$175K0.0%-21.0%0.240% 8/8/2025 Cetera Investment Advisers79,601$1.07M0.0%-6.4%1.469% 7/25/2025 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% 5/19/2025 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% 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. 5/6/2025 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% 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% 1/31/2025 Global 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% 4/23/2024 Global Retirement Partners LLC13,850$214K0.0%+29.4%0.693% 1/18/2024 Global 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% Musk’s Project Colossus could mint millionaires (Ad)I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.All the details are waiting for you now — but you need to act before the September 1st funding windo5/9/2023 Tower Research Capital LLC TRC8,674$145K0.0%N/A0.683% 5/8/2023 Global 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% 1/13/2023 Allworth Financial LP1,979$34K0.0%-70.1%0.000% 11/3/2022 Global 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, 21 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 ($1.07M), 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 19 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 671,060 shares in the last 24 months. This purchase volume represents approximately $9.36M 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), Cetera Investment Advisers ($5.45K), Jane Street Group LLC ($3.46K), 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 68,228 shares in the last 24 months. This volume of shares sold represents approximately $957.00K in transactions. 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