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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
$12.88 +0.02 (+0.16%)
As of 04:10 PM Eastern
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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)
19
Total
Institutional Inflows
(last 12 months)
$6.27M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$607.72K
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026Citadel Advisors LLC18,795$265K0.0%N/A0.347%
8/20/2026Avant Capital LLC6,608$93K0.1%N/A0.122%
8/20/2026Community Bank & Trust Waco Texas11,730$166K0.0%N/A0.216%
7/10/2026Wealthcare Advisory Partners LLC12,236$173K0.0%N/A0.226%
6/1/2026Financial 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%
4/25/2026Eagle 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%
2/16/2026Eagle Bluffs Wealth Management LLC12,119$155K0.1%+14.7%0.224%
2/12/2026Cowa LLC53,380$684K0.2%+68.1%0.985%
2/11/2026LPL Financial LLC305,338$3.91M0.0%+64.5%5.634%
2/3/2026Indivisible Partners11,238$144K0.0%N/A0.207%
1/29/2026Concord Asset Management LLC VA146,937$1.88M0.3%+2.9%2.711%
1/29/2026Concord Wealth Partners147,199$1.89M0.2%+3.0%2.716%
1/12/2026Heartwood 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%
11/10/2025Cowa LLC31,760$426K0.1%N/A0.586%
11/5/2025Concord Asset Management LLC VA142,775$1.92M0.3%+3.5%2.634%
11/5/2025Concord Wealth Partners142,972$1.92M0.3%+3.7%2.638%
11/5/2025Capital Investment Advisory Services LLC31,625$424K0.0%+3.3%0.583%
11/4/2025Ashton Thomas Private Wealth LLC17,707$238K0.0%+5.2%0.327%
10/21/2025Global Retirement Partners LLC15,972$214K0.0%+79.1%0.295%
10/6/2025Heartwood 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%
7/25/2025Concord Asset Management LLC VA137,934$1.86M0.3%+35.3%2.545%
7/11/2025Farther Finance Advisors LLC2,969$40K0.0%-42.8%0.055%
7/8/2025Heartwood 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%
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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%


XSHD Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 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 29 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 477,416 shares in the last 24 months. This purchase volume represents approximately $6.27M 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), Kingsview Wealth Management LLC ($2.92K), and Eagle Bluffs Wealth Management LLC ($1.57K).

Institutional investors have sold a total of 46,801 shares in the last 24 months. This volume of shares sold represents approximately $607.72K 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 9/2/2026. New 13F filings are added each quarter as they're published.
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