BATS:XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF - XSHD Institutional Ownership Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat Daily Premium to add more stocks to your watchlist. Adding Invesco S&P SmallCap High Dividend Low Volatility ETF Please log in to your account or sign up in order to add this asset to your watchlist. $16.33 +0.18 (+1.11%) (As of 03/29/2023 12:00 AM ET) Add Compare Share Share Today's Range$16.25▼$16.3650-Day Range$15.63▼$19.9852-Week Range$22.37▼$26.03Volume10,834 shsAverage VolumeN/AMarket Capitalization$18.13 millionAssets Under Management$24.34 millionDividend Yield7.50%Net Expense Ratio0.30% ProfileChartInstitutional OwnershipHeadlinesHoldings Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap High Dividend Low Volatility ETF (BATS:XSHD)Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$3.52 MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$493,870.75 Skip Chart & View Institutional Buying and Selling Data XSHD Institutional Buying and Selling by Quarter 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 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 CompanyDetails3/1/2023Lakewood Asset Management LLC3,750$65K0.1%N/A0.000% 2/10/2023Bank of America Corp DE79,781$1.38M0.0%-10.2%0.000% 2/10/2023Advisor Group Holdings Inc.2,406$42K0.0%-79.8%0.000% 2/8/2023UBS Group AG2,822$49K0.0%-29.0%0.000% 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% 11/15/2022Citadel Advisors LLC43,088$0.69M0.0%N/A0.000% 11/10/2022Tower Research Capital LLC TRC 7,463$0.12M0.0%N/A0.000% 11/10/2022UBS Group AG3,977$64K0.0%N/A0.000% 11/3/2022Global Retirement Partners LLC2,400$43K0.0%N/A0.000% 8/12/2022LPL Financial LLC102,822$2.05M0.0%+56.4%0.000% 8/11/2022Cetera Advisor Networks LLC17,535$0.35M0.0%N/A0.000% 7/27/2022Dynamic Advisor Solutions LLC21,734$0.43M0.0%N/A0.000% 7/21/2022Investors Research Corp48,393$0.96M0.3%-2.6%0.000% 6/7/2022Bank of America Corp DE95,027$2.12M0.0%+28.6%0.000% 5/4/2022Advisor Group Holdings Inc.2,300$51K0.0%-26.1%0.000% 4/13/2022Investors Research Corp49,692$1.11M0.3%-2.5%0.000% 1/21/2022Allworth Financial LP6,619$0.15M0.0%-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$0.50M0.0%+30.1%0.000% 4/29/2021Allworth Financial LP15,310$0.35M0.0%-7.3%0.000% 4/13/2021Cardan Capital Partners LLC77,918$1.79M0.2%-72.7%0.000% 2/12/2021LPL Financial LLC13,253$0.27M0.0%+5.3%0.000% 1/27/2021Cardan Capital Partners LLC285,761$5.72M0.7%+3.0%0.000% 1/26/2021Allworth Financial LP16,507$0.33M0.0%-11.8%0.000% 1/21/2021Investors Research Corp51,405$1.03M0.4%N/A0.000% 11/9/2020LPL Financial LLC12,583$0.20M0.0%-15.9%0.000% 11/5/2020Cardan Capital Partners LLC277,558$4.35M0.6%-8.1%0.000% 8/14/2020Bank of America Corp DE44,100$0.73M0.0%-62.1%0.000% 7/24/2020Allworth Financial LP18,259$0.30M0.0%+6.8%0.000% 7/21/2020Investors Research Corp62,215$1.03M0.5%+60.3%0.000% 7/15/2020Cardan Capital Partners LLC301,961$4.99M0.7%+45.9%0.000% 6/16/2020Royal Bank of Canada13,873$0.20M0.0%+5,019.2%0.000% 5/18/2020Advisor Group Holdings Inc.2,821$40K0.0%N/A0.000% 5/15/2020Tower Research Capital LLC TRC16,160$0.23M0.0%-34.8%0.000% 5/11/2020Commonwealth Equity Services LLC15,097$0.22M0.0%-20.8%0.000% 5/11/2020Cardan Capital Partners LLC206,914$2.97M0.5%N/A0.000% 5/5/2020Investors Research Corp38,813$0.56M0.3%+173.4%0.000% 5/1/2020UBS Group AG5,032$72K0.0%N/A0.000% 4/17/2020Allworth Financial LP17,102$0.25M0.0%+18.8%0.000% 2/14/2020Jane Street Group LLC16,240$0.40M0.0%-11.6%0.000% 2/14/2020Bank of America Corp DE86,924$2.15M0.0%-7.8%0.000% 2/14/2020Goldman Sachs Group Inc.50,810$1.26M0.0%N/A0.000% 2/7/2020Tower Research Capital LLC TRC24,773$0.61M0.1%N/A0.000% 1/16/2020Allworth Financial LP14,390$0.36M0.0%+364.9%0.000% 10/30/2019Commonwealth Equity Services LLC18,495$0.44M0.0%+9.8%0.000% 10/22/2019Investors Research Corp5,924$0.14M0.1%N/A0.000% 10/9/2019Allworth Financial LP3,095$74K0.0%N/A0.000% 8/16/2019Susquehanna International Group LLP30,946$0.73M0.0%N/A0.000% 8/14/2019Citadel Advisors LLC37,386$0.89M0.0%-9.9%0.000% 8/14/2019Bank of America Corp DE86,453$2.05M0.0%+81.0%0.000% 8/10/2019LPL Financial LLC9,035$0.21M0.0%-27.2%0.000% 6/30/2019Commonwealth Equity Services LLC16,849$0.40M0.0%-25.8%0.000% 6/30/2019Cardan Capital Partners LLC375,139$8.90M1.4%-14.9%0.000% 4/9/2019Cardan Capital Partners LLC440,834$10.66M1.7%N/A0.000% 2/14/2019Bank of America Corp DE43,223$0.95M0.0%+108.5%0.000% 2/11/2019Commonwealth Equity Services LLC33,027$0.73M0.0%+3.9%0.000% 2/7/2019LPL Financial LLC11,351$0.25M0.0%+4.3%0.000% 11/14/2018Jane Street Group LLC16,618$0.43M0.0%-25.5%0.000% 11/14/2018LPL Financial LLC10,883$0.28M0.0%N/A0.000% 11/6/2018Commonwealth Equity Services LLC31,783$0.83M0.0%+9.6%0.000% 8/15/2018Jane Street Group LLC22,301$0.58M0.0%-13.1%0.000% 8/14/2018Bank of America Corp DE26,504$0.69M0.0%+128.5%0.000% 7/31/2018Commonwealth Equity Services LLC29,007$0.76M0.0%+17.3%0.000% 5/15/2018Jane Street Group LLC25,660$0.61M0.0%-21.6%0.000% 5/14/2018Commonwealth Equity Services LLC24,720$0.59M0.0%+210.9%0.000% 2/15/2018Jane Street Group LLC32,746$0.82M0.0%-58.9%0.000% 2/15/2018LPL Financial LLC8,150$0.21M0.0%-37.5%0.000% 2/9/2018Virtu Financial LLC25,577$0.64M0.0%+40.7%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, 14 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 ($2.64M), Cardan Capital Partners LLC ($1.93M), Bank of America Corp DE ($1.38M), Investors Research Corp ($0.96M), Citadel Advisors LLC ($0.69M), Dynamic Advisor Solutions LLC ($0.43M), and Cetera Advisor Networks LLC ($0.35M).Learn more on XSHD's institutional investors. Which institutional investors have been buying Invesco S&P SmallCap High Dividend Low Volatility ETF stock? Of the 10 institutional investors that purchased Invesco S&P SmallCap High Dividend Low Volatility ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($73.74K), Citadel Advisors LLC ($43.09K), Dynamic Advisor Solutions LLC ($21.73K), Bank of America Corp DE ($21.15K), Cetera Advisor Networks LLC ($17.54K), Tower Research Capital LLC TRC ($7.46K), and UBS Group AG ($3.98K). How much institutional buying is happening at Invesco S&P SmallCap High Dividend Low Volatility ETF? Institutional investors have bought a total of 196,383 shares in the last 24 months. This purchase volume represents approximately $3.66M in transactions. Which Invesco S&P SmallCap High Dividend Low Volatility ETF 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: Cardan Capital Partners LLC ($0.21M), Allworth Financial LP ($14.53K), Advisor Group Holdings Inc. ($10.32K), Bank of America Corp DE ($9.10K), Investors Research Corp ($2.57K), and UBS Group AG ($1.16K). How much institutional selling is happening at Invesco S&P SmallCap High Dividend Low Volatility ETF? Institutional investors have sold a total of 250,442 shares in the last 24 months. This volume of shares sold represents approximately $5.59M in transactions. This page (BATS:XSHD) was last updated on 3/30/2023 by MarketBeat.com Staff Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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