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BATS:XSHD

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

$16.33
+0.18 (+1.11%)
(As of 03/29/2023 12:00 AM ET)
Add
Compare
Today's Range
$16.25
$16.36
50-Day Range
$15.63
$19.98
52-Week Range
$22.37
$26.03
Volume
10,834 shs
Average Volume
N/A
Market Capitalization
$18.13 million
Assets Under Management
$24.34 million
Dividend Yield
7.50%
Net Expense Ratio
0.30%

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

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$3.52 M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$493,870.75
Skip Chart & View Institutional Buying and Selling Data

XSHD Institutional Buying and Selling by Quarter

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Invesco S&P SmallCap High Dividend Low Volatility ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/1/2023Lakewood 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