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Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) Institutional Ownership

Invesco S&P SmallCap High Dividend Low Volatility ETF logo
$13.74 -0.68 (-4.72%)
Closing price 09/12/2025 03:57 PM Eastern
Extended Trading
$13.72 -0.02 (-0.15%)
As of 09/12/2025 04:10 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.
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Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap High Dividend Low Volatility ETF (BATS:XSHD)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$9.36M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$957.00K
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XSHD Institutional Buying and Selling by Quarter

Invesco S&P SmallCap 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
8/15/2025 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%
5/19/2025Jane Street Group LLC16,469$229K0.0%N/A0.314%
5/16/2025Ashton Thomas Private Wealth LLC16,726$232K0.0%N/A0.319%
5/7/2025Eagle 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%
5/2/2025Concord Wealth Partners97,268$1.35M0.2%+29.2%1.965%
5/2/2025Concord 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%
4/22/2025Cambridge Investment Research Advisors Inc.10,309$143K0.0%-73.1%0.208%
4/14/2025Farther 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%
2/10/2025Farther 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%
1/24/2025Concord Wealth Partners75,291$1.10M0.2%+112.2%3.765%
1/24/2025Concord 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%
11/7/2024Concord Asset Management LLC VA38,122$587K0.1%+16.3%1.906%
10/29/2024Farther Finance Advisors LLC2,437$38K0.0%N/A0.122%
10/24/2024Concord Wealth Partners35,488$547K0.1%+6.4%1.774%
7/22/2024Eagle Bluffs Wealth Management LLC10,247$146K0.1%N/A0.512%
4/30/2024Concord 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%
5/4/2023Eagle 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%
3/1/2023Lakewood 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%
7/27/2022Dynamic Advisor Solutions LLC21,734$432K0.0%N/A0.000%
7/21/2022Investors Research Corp48,393$962K0.3%-2.6%0.000%
4/13/2022Investors 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, 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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This page (BATS:XSHD) was last updated on 9/13/2025 by MarketBeat.com Staff
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