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Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) Institutional Ownership

Invesco S&P 500 High Dividend Low Volatility ETF logo
$46.74 -0.28 (-0.60%)
Closing price 05/22/2025 04:10 PM Eastern
Extended Trading
$47.16 +0.42 (+0.91%)
As of 04:30 AM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD)

Number of
Institutional Buyers
(last 12 months)
211
Total
Institutional Inflows
(last 12 months)
$345.25M
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$184.55M
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SPHD Institutional Buying and Selling by Quarter

Invesco S&P 500 High Dividend Low Volatility ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.88,671$4.45M0.1%+0.6%0.130%
5/20/2025 Focus Partners Wealth5,819$292K0.0%-6.7%0.009%
5/20/2025 Integrity Alliance LLC.17,759$892K0.0%N/A0.026%
5/19/2025 Jane Street Group LLC32,125$1.61M0.0%+234.3%0.047%
5/19/2025 Advisory Alpha LLC3,997$201K0.0%N/A0.006%
5/16/2025 Prostatis Group LLC160,575$8.07M2.5%+154.7%0.235%
5/16/2025 Arete Wealth Advisors LLC67,524$3.39M0.2%+0.9%0.099%
5/16/2025 Goldman Sachs Group Inc.400,459$20.12M0.0%-1.6%0.586%
5/16/2025 Kestra Investment Management LLC21,020$1.06M0.0%-50.8%0.031%
5/16/2025 Jones Financial Companies Lllp1,894$95K0.0%-98.3%0.003%
5/16/2025 AQR Capital Management LLC8,288$416K0.0%N/A0.012%
5/15/2025 Focus Partners Advisor Solutions LLC30,296$1.52M0.0%+185.8%0.044%
5/15/2025 Royal Bank of Canada1,151,885$57.86M0.0%+1.8%1.685%
5/15/2025 Baird Financial Group Inc.40,382$2.03M0.0%+3.8%0.059%
5/14/2025 CreativeOne Wealth LLC56,481$2.84M0.1%+0.8%0.083%
5/14/2025 Luminist Capital LLC1,367$68K0.1%N/A0.002%
5/14/2025 Comerica Bank6,643$334K0.0%-9.7%0.010%
5/14/2025 Northwestern Mutual Wealth Management Co.21,046$1.06M0.0%-3.5%0.031%
5/14/2025 Kestra Advisory Services LLC65,332$3.28M0.0%+21.6%0.096%
5/14/2025 Ameriprise Financial Inc.1,138,820$57.20M0.0%+61.7%1.666%
5/14/2025 Venture Visionary Partners LLC79,371$3.99M0.2%-50.0%0.116%
5/13/2025 Raymond James Financial Inc.685,522$34.43M0.0%+14.2%0.978%
5/13/2025 Cowa LLC12,645$635K0.3%-6.2%0.018%
5/13/2025 Tocqueville Asset Management L.P.13,989$703K0.0%-3.7%0.020%
5/13/2025 Cookson Peirce & Co. Inc.58,769$2.95M0.1%-3.2%0.084%
5/13/2025 HighTower Advisors LLC35,156$1.77M0.0%+3.0%0.050%
5/13/2025 Delos Wealth Advisors LLC70,482$3.54M2.8%+0.4%0.101%
5/12/2025 Financial Engines Advisors L.L.C.980,599$49.26M0.1%-1.5%1.400%
5/12/2025 Invesco Ltd.30,285$1.52M0.0%-4.0%0.043%
5/12/2025 AlphaCore Capital LLC16,277$818K0.1%N/A0.023%
5/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.28,200$1.42M0.0%+43.1%0.040%
5/12/2025 Y.D. More Investments Ltd4,520$227K0.0%+904.4%0.006%
5/9/2025 Wealthspire Advisors LLC14,198$713K0.0%-3.0%0.020%
5/9/2025 Atria Wealth Solutions Inc.68,120$3.42M0.0%+3.9%0.097%
5/9/2025 Commonwealth Equity Services LLC419,999$21.10M0.0%+41.9%0.599%
5/9/2025 Barings LLC376,798$18.93M0.5%-23.0%0.538%
5/8/2025 IFG Advisory LLC8,069$405K0.0%+7.0%0.012%
5/8/2025 UNIVEST FINANCIAL Corp8,966$450K0.0%-23.3%0.013%
5/8/2025 US Bancorp DE4,376$220K0.0%+62.3%0.006%
5/8/2025 RVW Wealth LLC11,920$599K0.1%-2.0%0.017%
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5/8/2025 Arkadios Wealth Advisors34,743$1.75M0.1%+178.2%0.050%
5/8/2025 Portland Financial Advisors Inc15,252$766K2.0%+12.8%0.022%
5/8/2025 First Foundation Advisors5,339$268K0.0%-16.8%0.008%
5/8/2025 Geneos Wealth Management Inc.93,441$4.69M0.1%+6.1%0.133%
5/7/2025 N.E.W. Advisory Services LLC5,807$292K0.0%N/A0.008%
5/7/2025 Patten & Patten Inc. TN28,875$1.45M0.1%-6.4%0.041%
5/7/2025 Atlas Legacy Advisors LLC33,576$1.66M0.4%-22.6%0.048%
5/7/2025 LPL Financial LLC2,779,602$139.62M0.1%+22.0%3.967%
5/7/2025 Second Half Financial Partners LLC8,115$408K0.2%-4.8%0.012%
5/7/2025 HB Wealth Management LLC20,052$1.01M0.0%+75.2%0.029%
5/6/2025 Cetera Investment Advisers212,384$10.67M0.0%-1.0%0.303%
5/6/2025 Avantax Advisory Services Inc.39,412$1.98M0.0%-4.5%0.056%
5/6/2025 Brookwood Investment Group LLC28,518$1.43M0.2%N/A0.041%
5/6/2025 Kovack Advisors Inc.7,723$388K0.0%+7.8%0.011%
5/6/2025 Carnegie Investment Counsel12,060$606K0.0%N/A0.017%
5/6/2025 AE Wealth Management LLC2,915$146K0.0%+18.7%0.004%
5/6/2025 WESPAC Advisors SoCal LLC212,525$10.68M2.8%-14.8%0.303%
5/6/2025 WMG Financial Advisors LLC9,103$457K0.2%-39.7%0.013%
5/5/2025 J.W. Cole Advisors Inc.25,436$1.28M0.0%+97.6%0.036%
5/5/2025 Private Advisor Group LLC192,089$9.65M0.1%+2.4%0.274%
5/2/2025 Independent Wealth Network Inc.4,036$203K0.1%N/A0.006%
5/2/2025 Fortis Group Advisors LLC95,639$4.80M0.9%+244.7%0.137%
5/2/2025 Kingsview Wealth Management LLC12,342$620K0.0%-84.7%0.018%
5/2/2025 Apollon Financial LLC9,389$472K0.1%-8.6%0.013%
5/2/2025 Sigma Planning Corp15,088$758K0.0%-33.8%0.022%
5/2/2025 Leelyn Smith LLC156,260$7.85M1.4%-0.6%0.223%
5/1/2025 Bleakley Financial Group LLC19,520$980K0.0%+18.3%0.028%
5/1/2025 CWM LLC4,797$241K0.0%-29.6%0.007%
5/1/2025 Realta Investment Advisors8,921$448K0.2%+5.3%0.013%
5/1/2025 Fifth Third Securities Inc.15,301$769K0.1%-12.7%0.022%
5/1/2025 SteelPeak Wealth LLC46,236$2.32M0.1%-38.3%0.066%
4/30/2025 Allworth Financial LP210,311$9.96M0.1%-8.7%0.300%
4/30/2025 Axxcess Wealth Management LLC14,405$724K0.0%N/A0.021%
4/30/2025 AlphaStar Capital Management LLC15,929$800K0.1%+1.5%0.023%
4/30/2025 Stratos Wealth Partners LTD.27,021$1.36M0.0%-35.5%0.039%
4/30/2025 Stratos Wealth Advisors LLC10,220$513K0.0%+87.0%0.015%
4/30/2025 Washington Trust Bank39,536$1.99M0.2%+179.5%0.056%
4/29/2025 Cooksen Wealth LLC2,172$109K0.1%N/A0.003%
4/29/2025 Envestnet Asset Management Inc.304,324$15.29M0.0%+5.6%0.434%
4/29/2025 Concurrent Investment Advisors LLC23,730$1.19M0.0%+391.0%0.034%
4/29/2025 Capital Investment Advisory Services LLC73,753$3.71M0.3%-2.6%0.105%
4/29/2025 Brookstone Capital Management158,095$7.94M0.1%+7.9%0.226%
4/29/2025 Silver Oak Securities Incorporated39,880$1.98M0.2%+14,092.2%0.057%
4/29/2025 Aurora Private Wealth Inc.100,001$5.02M1.3%N/A0.143%
4/28/2025 Clarity Capital Partners LLC18,718$940K0.4%-24.1%0.027%
4/28/2025 Meritage Portfolio Management25,032$1.26M0.1%-4.3%0.036%
4/28/2025 Private Trust Co. NA39,792$2.00M0.2%+5.8%0.057%
4/28/2025 DAVENPORT & Co LLC18,816$945K0.0%+1.6%0.027%
4/25/2025 Koshinski Asset Management Inc.16,281$818K0.1%+1.7%0.023%
4/25/2025 Verity Asset Management Inc.35,376$1.78M0.7%+3.1%0.050%
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4/25/2025 Shilanski & Associates Inc.221,518$11.13M3.5%+2.9%0.316%
4/25/2025 Avidian Wealth Enterprises LLC420,252$21.11M0.9%-3.5%0.600%
4/25/2025 Essex Financial Services Inc.8,137$409K0.0%+4.0%0.012%
4/25/2025 Sovran Advisors LLC72,767$3.43M0.4%+10.0%0.104%
4/25/2025 Colonial River Investments LLC14,970$752K0.4%N/A0.021%
4/24/2025 Crescent Grove Advisors LLC10,936$549K0.1%+20.4%0.016%
4/23/2025 Perigon Wealth Management LLC24,421$1.23M0.0%+2.1%0.035%
4/23/2025 Tyche Wealth Partners LLC44,610$2.24M0.5%+1.4%0.064%
4/23/2025 Aurora Private Wealth Inc.100,001$5.02M0.1%N/A0.143%
4/23/2025 Spire Wealth Management13,080$657K0.0%+20.9%0.019%
(Data available from 1/1/2016 forward)

SPHD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPHD shares?

During the previous two years, 356 institutional investors and hedge funds held shares of Invesco S&P 500 High Dividend Low Volatility ETF. The most heavily invested institutionals were LPL Financial LLC ($139.62M), Royal Bank of Canada ($57.86M), Ameriprise Financial Inc. ($57.20M), Bank of America Corp DE ($54.92M), Financial Engines Advisors L.L.C. ($49.26M), FMR LLC ($37.78M), and Raymond James Financial Inc. ($34.43M).Learn more on SPHD's institutional investors.

Which institutional investors have been buying Invesco S&P 500 High Dividend Low Volatility ETF stock?

Of the 286 institutional investors that purchased Invesco S&P 500 High Dividend Low Volatility ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.66M), Raymond James Financial Inc. ($1.29M), LPL Financial LLC ($895.05K), Ameriprise Financial Inc. ($554.07K), Stifel Financial Corp ($529.12K), Win Advisors Inc. ($371.79K), and Bank of Montreal Can ($319.84K).

How much institutional buying is happening at Invesco S&P 500 High Dividend Low Volatility ETF?

Institutional investors have bought a total of 12,755,042 shares in the last 24 months. This purchase volume represents approximately $583.95M in transactions.

Which Invesco S&P 500 High Dividend Low Volatility ETF major shareholders have been selling company stock?

Of the 218 institutional investors that sold Invesco S&P 500 High Dividend Low Volatility ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Clal Insurance Enterprises Holdings Ltd ($2.02M), Raymond James Financial Services Advisors Inc. ($482.76K), Osaic Holdings Inc. ($401.05K), Win Advisors Inc. ($362.22K), Truist Financial Corp ($353.72K), Private Advisor Group LLC ($345.96K), and Atria Wealth Solutions Inc. ($307.72K).

How much institutional selling is happening at Invesco S&P 500 High Dividend Low Volatility ETF?

Institutional investors have sold a total of 9,291,796 shares in the last 24 months. This volume of shares sold represents approximately $413.85M in transactions.



This page (NYSEARCA:SPHD) was last updated on 5/23/2025 by MarketBeat.com Staff
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