Go Pro
→ What Goldman just admitted they got wrong about gold (From American Alternative) (Ad)tc pixel Free XSHD Stock Alerts

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

Invesco S&P SmallCap High Dividend Low Volatility ETF logo
$14.44 +0.15 (+1.05%)
As of 08/7/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap High Dividend Low Volatility ETF (BATS:XSHD)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$6.12M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$654.03K
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? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wealthcare Advisory Partners LLC12,236$173K0.0%N/A0.226%
6/1/2026 Financial Solutions Advisory Group Inc.14,826$195K0.0%N/A0.274%
5/13/2026Cetera Investment Advisers42,351$556K0.0%-30.8%0.781%
5/5/2026Sigma Planning Corp55,535$729K0.0%N/A1.025%
4/25/2026 Eagle Bluffs Wealth Management LLC10,549$138K0.1%-13.0%0.195%
2/17/2026Cetera Investment Advisers61,210$784K0.0%-27.7%1.129%
2/17/2026Royal Bank of Canada75,359$965K0.0%+9,776.7%1.390%
2/16/2026 Eagle Bluffs Wealth Management LLC12,119$155K0.1%+14.7%0.224%
2/12/2026 Cowa LLC53,380$684K0.2%+68.1%0.985%
2/11/2026LPL Financial LLC305,338$3.91M0.0%+64.5%5.634%
2/3/2026 Indivisible Partners11,238$144K0.0%N/A0.207%
1/29/2026 Concord Asset Management LLC VA146,937$1.88M0.3%+2.9%2.711%
1/29/2026 Concord Wealth Partners147,199$1.89M0.2%+3.0%2.716%
1/12/2026 Heartwood Wealth Advisors LLC143,998$1.85M0.2%+9.0%2.657%
11/17/2025Susquehanna International Group LLP21,185$284K0.0%-237.6%0.391%
11/14/2025Raymond James Financial Inc.22,125$297K0.0%+3,593.7%0.408%
11/12/2025Kingsview Wealth Management LLC25,942$348K0.0%-10.1%0.479%
11/10/2025 Cowa LLC31,760$426K0.1%N/A0.586%
11/5/2025 Concord Asset Management LLC VA142,775$1.92M0.3%+3.5%2.634%
11/5/2025 Concord Wealth Partners142,972$1.92M0.3%+3.7%2.638%
11/5/2025 Capital Investment Advisory Services LLC31,625$424K0.0%+3.3%0.583%
11/4/2025 Ashton Thomas Private Wealth LLC17,707$238K0.0%+5.2%0.327%
10/21/2025 Global Retirement Partners LLC15,972$214K0.0%+79.1%0.295%
10/6/2025 Heartwood Wealth Advisors LLC132,094$1.77M0.2%+8.5%2.437%
8/15/2025Tower Research Capital LLC TRC 18,017$243K0.0%+3,693.1%0.332%
8/14/2025Jane Street Group LLC13,008$175K0.0%-21.0%0.240%
8/8/2025Cetera 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%
Why the Fed Cant Actually Raise Rates on 9-6 Trillion in Debt (Ad)

Kevin Warsh's hint that the Fed will not hesitate to act sent a shock through gold markets, even though rates never actually moved. With 9.6 trillion in debt coming due this year, every quarter point hike adds another 95 billion in interest costs, says Garrett Goggin, CFA, CMT, Lead Analyst and Founder of Golden Portfolio.tc pixel

See the top three buyout targets in this gold bull market
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%


XSHD Institutional Ownership - Frequently Asked Questions

During the previous two years, 29 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 ($3.91M), Concord Wealth Partners ($1.89M), Concord Asset Management LLC VA ($1.88M), Heartwood Wealth Advisors LLC ($1.85M), Royal Bank of Canada ($965K), Sigma Planning Corp ($729K), and Cowa LLC ($684K).Learn more on Invesco S&P SmallCap High Dividend Low Volatility ETF's institutional investors.

Of the 27 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: LPL Financial LLC ($193.21K), Heartwood Wealth Advisors LLC ($144.00K), Concord Asset Management LLC VA ($114.16K), Cetera Investment Advisers ($85.05K), Royal Bank of Canada ($74.60K), Concord Wealth Partners ($73.19K), and Sigma Planning Corp ($55.54K).

Institutional investors have bought a total of 468,162 shares in the last 24 months. This purchase volume represents approximately $6.12M in transactions.

The following institutional investors have sold Invesco S&P SmallCap High Dividend Low Volatility ETF stock in the last 24 months: Cetera Investment Advisers ($42.31K), Jane Street Group LLC ($3.46K), Kingsview Wealth Management LLC ($2.92K), and Eagle Bluffs Wealth Management LLC ($1.57K).

Institutional investors have sold a total of 50,262 shares in the last 24 months. This volume of shares sold represents approximately $654.03K in transactions.


Related Companies

Institutional ownership data for BATS:XSHD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
7 Bankers Met in Secret (Now We Pay for It)
A little-known meeting in 1910 cost the average American family their entire financial freedom. They met in se...
Decentralized Masters | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Join the rebirth of American prosperity
The House passed the GENIUS Act on July 18, 2025 a law Rep. Marjorie Taylor Greene says lays the groundwork fo...
Goldco Direct, LLC | Sponsoredtc pixel
SpaceX pays a 10X launch penalty
SpaceX burns roughly $200,000 in fuel per Falcon 9 launch - about $20 million across 100 missions. One unde...
Freedom Financial | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
SpaceX Earnings Crash: The End of the AI Bubble?
Jeremy Grantham calls today's market the biggest investment bubble in American history, and Ray Dalio agrees. ...
TradeSmith | Sponsoredtc pixel