Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) Institutional Ownership $13.74 -0.68 (-4.72%) Closing price 07/3/2025 03:53 PM EasternExtended Trading$13.74 0.00 (0.00%) As of 07/3/2025 04:13 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. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap High Dividend Low Volatility ETF (BATS:XSHD)Number ofInstitutional Buyers(last 12 months)16TotalInstitutional Inflows(last 12 months)$7.16MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$808.16K 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. Email Address 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 to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2025Jane 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% Get the Latest News and Ratings for XSHD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Invesco S&P SmallCap High Dividend Low Volatility ETF and its competitors with MarketBeat's FREE daily newsletter. 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% Banks aren’t ready for this altcoin—are you? (Ad)Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly positioned to fill it…Discover our #1 crypto for the market right now.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, 19 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 Wealth Partners ($1.35M), Concord Asset Management LLC VA ($1.31M), Cetera Investment Advisers ($1.18M), Capital Investment Advisory Services LLC ($425K), Kingsview Wealth Management LLC ($401K), and IHT Wealth Management LLC ($365K).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 17 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: Concord Wealth Partners ($92.66K), Cetera Investment Advisers ($85.05K), LPL Financial LLC ($73.50K), Concord Asset Management LLC VA ($69.16K), Kingsview Wealth Management LLC ($28.93K), Capital Investment Advisory Services LLC ($26.13K), and IHT Wealth Management LLC ($25.11K). How much institutional buying is happening at Invesco S&P SmallCap High Dividend Low Volatility ETF? Institutional investors have bought a total of 506,004 shares in the last 24 months. This purchase volume represents approximately $7.16M 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), and Global Retirement Partners LLC ($7.43K). How much institutional selling is happening at Invesco S&P SmallCap High Dividend Low Volatility ETF? Institutional investors have sold a total of 57,104 shares in the last 24 months. This volume of shares sold represents approximately $808.16K in transactions. Related Companies IQDY Institutional Ownership SPDV Institutional Ownership EUDG Institutional Ownership UDIV Institutional Ownership DIVL Institutional Ownership HIDV Institutional Ownership INCE Institutional Ownership DURA Institutional Ownership DVYA Institutional Ownership INEQ Institutional Ownership This page (BATS:XSHD) was last updated on 7/5/2025 by MarketBeat.com Staff From Our PartnersBanks aren’t ready for this altcoin—are you?Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...Crypto 101 Media | SponsoredA new rule goes live in July — and the banks are quietly cashing inA little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...American Alternative | Sponsored$100 Trillion “AI Metal” Found in American Ghost TownJeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could...Brownstone Research | SponsoredPresidential Bombshell: $150T Resource to Be Released as soon as this Summer?Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...Paradigm Press | SponsoredTrump’s New Order Could Boost Social Security Benefits by 400%If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...InvestorPlace | SponsoredPost-Halving = Profit Season (Here’s How to Win It)It happens like clockwork. Every four years, the crypto market enters a new phase — and for those who know how...Crypto Swap Profits | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...Altimetry | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access 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. Share Invesco S&P SmallCap High Dividend Low Volatility ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.