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

$14.58
-0.04 (-0.27%)
(As of 05/28/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$504.02K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$51.24K
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XSHD Institutional Buying and Selling by Quarter

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
4/30/2024Concord Wealth Partners28,741$443K0.1%N/A1.437%
4/23/2024 Global Retirement Partners LLC13,850$214K0.0%+29.4%0.693%
1/18/2024 Global Retirement Partners LLC10,702$168K0.0%+7.5%0.899%
7/31/2023 LPL Financial LLC164,823$2.67M0.0%-1.9%12.978%
5/10/2023 LPL Financial LLC167,990$2.81M0.0%+10.1%13.228%
5/9/2023 Tower Research Capital LLC TRC8,674$145K0.0%N/A0.683%
5/8/2023 Global Retirement Partners LLC9,769$153K0.0%+186.3%0.769%
5/4/2023 Eagle Bluffs Wealth Management LLC13,514$226K0.2%N/A1.064%
4/14/2023 Raymond James Financial Services Advisors Inc.131,533$2.20M0.0%N/A11.850%
3/1/2023 Lakewood Asset Management LLC3,750$65K0.1%N/A0.000%
2/7/2023 LPL Financial LLC152,611$2.64M0.0%+26.3%0.000%
1/13/2023 Allworth Financial LP1,979$34K0.0%-70.1%0.000%
11/3/2022 Global Retirement Partners LLC2,400$43K0.0%N/A0.000%
8/11/2022 Cetera Advisor Networks LLC17,535$349K0.0%N/A0.000%
7/27/2022 Dynamic Advisor Solutions LLC21,734$432K0.0%N/A0.000%
7/21/2022 Investors Research Corp48,393$962K0.3%-2.6%0.000%
4/13/2022 Investors Research Corp49,692$1.11M0.3%-2.5%0.000%
1/21/2022 Allworth Financial LP6,619$151K0.0%-56.8%0.000%
11/16/2021 Consultiva Wealth Management CORP.1,545$34K0.8%N/A0.000%
10/25/2021Cardan Capital Partners LLC87,913$1.93M0.2%-5.3%0.000%
8/13/2021 LPL Financial LLC21,085$496K0.0%+30.1%0.000%
4/29/2021 Allworth Financial LP15,310$351K0.0%-7.3%0.000%
4/13/2021Cardan Capital Partners LLC77,918$1.79M0.2%-72.7%0.000%
2/12/2021 LPL Financial LLC13,253$265K0.0%+5.3%0.000%
1/27/2021Cardan Capital Partners LLC285,761$5.72M0.7%+3.0%0.000%
1/26/2021 Allworth Financial LP16,507$331K0.0%-11.8%0.000%
1/21/2021 Investors Research Corp51,405$1.03M0.4%N/A0.000%
11/9/2020 LPL Financial LLC12,583$197K0.0%-15.9%0.000%
11/5/2020Cardan Capital Partners LLC277,558$4.35M0.6%-8.1%0.000%
8/14/2020 Bank of America Corp DE44,100$728K0.0%-62.1%0.000%
7/24/2020 Allworth Financial LP18,259$302K0.0%+6.8%0.000%
7/21/2020 Investors Research Corp62,215$1.03M0.5%+60.3%0.000%
7/15/2020Cardan Capital Partners LLC301,961$4.99M0.7%+45.9%0.000%
6/16/2020 Royal Bank of Canada13,873$200K0.0%+5,019.2%0.000%
5/18/2020 Advisor Group Holdings Inc.2,821$40K0.0%N/A0.000%
5/15/2020 Tower Research Capital LLC TRC16,160$232K0.0%-34.8%0.000%
5/11/2020Commonwealth Equity Services LLC15,097$216K0.0%-20.8%0.000%
5/1/2020 UBS Group AG5,032$72K0.0%N/A0.000%
(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, 11 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 ($2.67M), Raymond James Financial Services Advisors Inc. ($2.20M), Investors Research Corp ($962K), Concord Wealth Partners ($443K), Dynamic Advisor Solutions LLC ($432K), Cetera Advisor Networks LLC ($349K), and Eagle Bluffs Wealth Management LLC ($226K).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 9 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: Raymond James Financial Services Advisors Inc. ($131.53K), LPL Financial LLC ($47.18K), Concord Wealth Partners ($28.74K), Dynamic Advisor Solutions LLC ($21.73K), Cetera Advisor Networks LLC ($17.54K), Eagle Bluffs Wealth Management LLC ($13.51K), and Global Retirement Partners LLC ($12.65K).

How much institutional buying is happening at Invesco S&P SmallCap High Dividend Low Volatility ETF?

Institutional investors have bought a total of 285,308 shares in the last 24 months. This purchase volume represents approximately $7.81M 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: Allworth Financial LP ($4.64K), LPL Financial LLC ($3.17K), and Investors Research Corp ($1.30K).

How much institutional selling is happening at Invesco S&P SmallCap High Dividend Low Volatility ETF?

Institutional investors have sold a total of 9,106 shares in the last 24 months. This volume of shares sold represents approximately $157.26K in transactions.


This page (BATS:XSHD) was last updated on 5/29/2024 by MarketBeat.com Staff

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