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)

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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%

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Institutional Ownership

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Holdings

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

XSHD Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/1/2023	Lakewood Asset Management LLC	3,750	$65K	0.1%	N/A	0.000%
2/10/2023	Bank of America Corp DE	79,781	$1.38M	0.0%	-10.2%	0.000%
2/10/2023	Advisor Group Holdings Inc.	2,406	$42K	0.0%	-79.8%	0.000%
2/8/2023	UBS Group AG	2,822	$49K	0.0%	-29.0%	0.000%
2/7/2023	LPL Financial LLC	152,611	$2.64M	0.0%	+26.3%	0.000%
1/13/2023	Allworth Financial LP	1,979	$34K	0.0%	-70.1%	0.000%

11/15/2022	Citadel Advisors LLC	43,088	$0.69M	0.0%	N/A	0.000%
11/10/2022	Tower Research Capital LLC TRC	7,463	$0.12M	0.0%	N/A	0.000%
11/10/2022	UBS Group AG	3,977	$64K	0.0%	N/A	0.000%
11/3/2022	Global Retirement Partners LLC	2,400	$43K	0.0%	N/A	0.000%
8/12/2022	LPL Financial LLC	102,822	$2.05M	0.0%	+56.4%	0.000%
8/11/2022	Cetera Advisor Networks LLC	17,535	$0.35M	0.0%	N/A	0.000%
7/27/2022	Dynamic Advisor Solutions LLC	21,734	$0.43M	0.0%	N/A	0.000%
7/21/2022	Investors Research Corp	48,393	$0.96M	0.3%	-2.6%	0.000%
6/7/2022	Bank of America Corp DE	95,027	$2.12M	0.0%	+28.6%	0.000%
5/4/2022	Advisor Group Holdings Inc.	2,300	$51K	0.0%	-26.1%	0.000%
4/13/2022	Investors Research Corp	49,692	$1.11M	0.3%	-2.5%	0.000%
1/21/2022	Allworth Financial LP	6,619	$0.15M	0.0%	-56.8%	0.000%
11/16/2021	Consultiva Wealth Management CORP.	1,545	$34K	0.8%	N/A	0.000%
10/25/2021	Cardan Capital Partners LLC	87,913	$1.93M	0.2%	-5.3%	0.000%
8/13/2021	LPL Financial LLC	21,085	$0.50M	0.0%	+30.1%	0.000%
4/29/2021	Allworth Financial LP	15,310	$0.35M	0.0%	-7.3%	0.000%
4/13/2021	Cardan Capital Partners LLC	77,918	$1.79M	0.2%	-72.7%	0.000%
2/12/2021	LPL Financial LLC	13,253	$0.27M	0.0%	+5.3%	0.000%
1/27/2021	Cardan Capital Partners LLC	285,761	$5.72M	0.7%	+3.0%	0.000%
1/26/2021	Allworth Financial LP	16,507	$0.33M	0.0%	-11.8%	0.000%
1/21/2021	Investors Research Corp	51,405	$1.03M	0.4%	N/A	0.000%
11/9/2020	LPL Financial LLC	12,583	$0.20M	0.0%	-15.9%	0.000%
11/5/2020	Cardan Capital Partners LLC	277,558	$4.35M	0.6%	-8.1%	0.000%
8/14/2020	Bank of America Corp DE	44,100	$0.73M	0.0%	-62.1%	0.000%
7/24/2020	Allworth Financial LP	18,259	$0.30M	0.0%	+6.8%	0.000%
7/21/2020	Investors Research Corp	62,215	$1.03M	0.5%	+60.3%	0.000%
7/15/2020	Cardan Capital Partners LLC	301,961	$4.99M	0.7%	+45.9%	0.000%
6/16/2020	Royal Bank of Canada	13,873	$0.20M	0.0%	+5,019.2%	0.000%
5/18/2020	Advisor Group Holdings Inc.	2,821	$40K	0.0%	N/A	0.000%
5/15/2020	Tower Research Capital LLC TRC	16,160	$0.23M	0.0%	-34.8%	0.000%
5/11/2020	Commonwealth Equity Services LLC	15,097	$0.22M	0.0%	-20.8%	0.000%
5/11/2020	Cardan Capital Partners LLC	206,914	$2.97M	0.5%	N/A	0.000%
5/5/2020	Investors Research Corp	38,813	$0.56M	0.3%	+173.4%	0.000%
5/1/2020	UBS Group AG	5,032	$72K	0.0%	N/A	0.000%

4/17/2020	Allworth Financial LP	17,102	$0.25M	0.0%	+18.8%	0.000%
2/14/2020	Jane Street Group LLC	16,240	$0.40M	0.0%	-11.6%	0.000%
2/14/2020	Bank of America Corp DE	86,924	$2.15M	0.0%	-7.8%	0.000%
2/14/2020	Goldman Sachs Group Inc.	50,810	$1.26M	0.0%	N/A	0.000%
2/7/2020	Tower Research Capital LLC TRC	24,773	$0.61M	0.1%	N/A	0.000%
1/16/2020	Allworth Financial LP	14,390	$0.36M	0.0%	+364.9%	0.000%
10/30/2019	Commonwealth Equity Services LLC	18,495	$0.44M	0.0%	+9.8%	0.000%
10/22/2019	Investors Research Corp	5,924	$0.14M	0.1%	N/A	0.000%
10/9/2019	Allworth Financial LP	3,095	$74K	0.0%	N/A	0.000%
8/16/2019	Susquehanna International Group LLP	30,946	$0.73M	0.0%	N/A	0.000%
8/14/2019	Citadel Advisors LLC	37,386	$0.89M	0.0%	-9.9%	0.000%
8/14/2019	Bank of America Corp DE	86,453	$2.05M	0.0%	+81.0%	0.000%
8/10/2019	LPL Financial LLC	9,035	$0.21M	0.0%	-27.2%	0.000%
6/30/2019	Commonwealth Equity Services LLC	16,849	$0.40M	0.0%	-25.8%	0.000%
6/30/2019	Cardan Capital Partners LLC	375,139	$8.90M	1.4%	-14.9%	0.000%
4/9/2019	Cardan Capital Partners LLC	440,834	$10.66M	1.7%	N/A	0.000%
2/14/2019	Bank of America Corp DE	43,223	$0.95M	0.0%	+108.5%	0.000%
2/11/2019	Commonwealth Equity Services LLC	33,027	$0.73M	0.0%	+3.9%	0.000%
2/7/2019	LPL Financial LLC	11,351	$0.25M	0.0%	+4.3%	0.000%
11/14/2018	Jane Street Group LLC	16,618	$0.43M	0.0%	-25.5%	0.000%
11/14/2018	LPL Financial LLC	10,883	$0.28M	0.0%	N/A	0.000%
11/6/2018	Commonwealth Equity Services LLC	31,783	$0.83M	0.0%	+9.6%	0.000%
8/15/2018	Jane Street Group LLC	22,301	$0.58M	0.0%	-13.1%	0.000%
8/14/2018	Bank of America Corp DE	26,504	$0.69M	0.0%	+128.5%	0.000%
7/31/2018	Commonwealth Equity Services LLC	29,007	$0.76M	0.0%	+17.3%	0.000%
5/15/2018	Jane Street Group LLC	25,660	$0.61M	0.0%	-21.6%	0.000%
5/14/2018	Commonwealth Equity Services LLC	24,720	$0.59M	0.0%	+210.9%	0.000%
2/15/2018	Jane Street Group LLC	32,746	$0.82M	0.0%	-58.9%	0.000%
2/15/2018	LPL Financial LLC	8,150	$0.21M	0.0%	-37.5%	0.000%
2/9/2018	Virtu Financial LLC	25,577	$0.64M	0.0%	+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

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

XSHD Institutional Buying and Selling by Quarter

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

XSHD Institutional Ownership - Frequently Asked Questions

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

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

XSHD Institutional Buying and Selling by Quarter

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

XSHD Institutional Ownership - Frequently Asked Questions