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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
$48.39 +0.09 (+0.19%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$48.44 +0.05 (+0.10%)
As of 07/18/2025 08:00 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.

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD)

Number of
Institutional Buyers
(last 12 months)
209
Total
Institutional Inflows
(last 12 months)
$340.20M
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$189.53M
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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
7/18/2025 Lynx Investment Advisory44,567$2.12M1.4%+11.8%0.069%
7/18/2025 Truist Financial Corp124,924$5.94M0.0%-8.7%0.192%
7/17/2025 XML Financial LLC198,202$9.43M0.8%+1.7%0.301%
7/17/2025 HB Wealth Management LLC17,103$813K0.0%-14.7%0.026%
7/17/2025 Janney Montgomery Scott LLC163,751$7.79M0.0%-2.6%0.249%
7/17/2025 Fifth Third Securities Inc.14,547$692K0.1%-4.9%0.022%
7/17/2025 Avior Wealth Management LLC10,088$475K0.0%-17.8%0.015%
7/17/2025 David Kennon Inc62,632$2.98M1.1%-2.8%0.095%
7/16/2025 Perigon Wealth Management LLC26,072$1.24M0.0%+6.8%0.040%
7/15/2025 IMS Capital Management15,299$728K0.3%N/A0.023%
7/14/2025 Golden State Equity Partners16,474$783K0.1%-45.9%0.025%
7/14/2025 AdvisorNet Financial Inc1,602$76K0.0%-23.9%0.002%
7/11/2025 Farther Finance Advisors LLC9,112$433K0.0%-8.4%0.014%
7/11/2025 Silver Oak Securities Incorporated550$26K0.0%-98.6%0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC82,296$4.01M0.0%-15.4%0.124%
7/10/2025 Signal Advisors Wealth LLC116,096$5.52M0.4%+886.5%0.175%
7/10/2025 Sovran Advisors LLC74,036$3.59M0.4%+1.7%0.112%
7/9/2025 MassMutual Private Wealth & Trust FSB34,146$1.62M0.0%+5.4%0.052%
7/8/2025 Parallel Advisors LLC24,187$1.15M0.0%+0.9%0.037%
7/7/2025 Park Edge Advisors LLC28,696$1.37M0.4%-58.6%0.043%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,822$87K0.0%+330.7%0.003%
7/3/2025 TrueWealth Advisors LLC13,786$656K0.2%-2.9%0.021%
7/3/2025 McLean Asset Management Corp19,653$956K0.3%+1.1%0.030%
7/2/2025 HBW Advisory Services LLC14,116$671K0.1%-1.7%0.021%
6/16/2025 Lynx Investment Advisory39,875$2.00M1.3%+0.6%0.059%
6/2/2025Modern Wealth Management LLC6,615$332K0.0%-7.8%0.010%
5/21/2025Geneos Wealth Management Inc.88,671$4.45M0.1%+0.6%0.130%
5/20/2025Focus Partners Wealth5,819$292K0.0%-6.7%0.009%
5/20/2025Integrity Alliance LLC.17,759$892K0.0%N/A0.026%
5/19/2025Jane Street Group LLC32,125$1.61M0.0%+234.3%0.047%
5/19/2025Advisory Alpha LLC3,997$201K0.0%N/A0.006%
5/16/2025Prostatis Group LLC160,575$8.07M2.5%+154.7%0.235%
5/16/2025Arete Wealth Advisors LLC67,524$3.39M0.2%+0.9%0.099%
5/16/2025Goldman Sachs Group Inc.400,459$20.12M0.0%-1.6%0.601%
5/16/2025Kestra Investment Management LLC21,020$1.06M0.0%-50.8%0.031%
5/16/2025Jones Financial Companies Lllp1,894$95K0.0%-98.3%0.003%
5/16/2025AQR Capital Management LLC8,288$416K0.0%N/A0.012%
5/15/2025Focus Partners Advisor Solutions LLC30,296$1.52M0.0%+185.8%0.044%
5/15/2025Royal Bank of Canada1,151,885$57.86M0.0%+1.8%1.685%
5/15/2025Baird Financial Group Inc.40,382$2.03M0.0%+3.8%0.059%
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5/14/2025CreativeOne Wealth LLC56,481$2.84M0.1%+0.8%0.083%
5/14/2025Luminist Capital LLC1,367$68K0.1%N/A0.002%
5/14/2025Comerica Bank6,643$334K0.0%-9.7%0.010%
5/14/2025Northwestern Mutual Wealth Management Co.21,046$1.06M0.0%-3.5%0.031%
5/14/2025Kestra Advisory Services LLC65,332$3.28M0.0%+21.6%0.096%
5/14/2025Ameriprise 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%
5/13/2025Raymond James Financial Inc.685,522$34.43M0.0%+14.2%0.978%
5/13/2025Cowa LLC12,645$635K0.3%-6.2%0.018%
5/13/2025Tocqueville Asset Management L.P.13,989$703K0.0%-3.7%0.020%
5/13/2025Cookson Peirce & Co. Inc.58,769$2.95M0.1%-3.2%0.084%
5/13/2025HighTower Advisors LLC35,156$1.77M0.0%+3.0%0.050%
5/13/2025Delos Wealth Advisors LLC70,482$3.54M2.8%+0.4%0.101%
5/12/2025Financial Engines Advisors L.L.C.980,599$49.26M0.1%-1.5%1.400%
5/12/2025Invesco Ltd.30,285$1.52M0.0%-4.0%0.043%
5/12/2025AlphaCore Capital LLC16,277$818K0.1%N/A0.023%
5/12/2025Mitsubishi UFJ Asset Management Co. Ltd.28,200$1.42M0.0%+43.1%0.040%
5/12/2025Y.D. More Investments Ltd4,520$227K0.0%+904.4%0.006%
5/9/2025Wealthspire Advisors LLC14,198$713K0.0%-3.0%0.020%
5/9/2025Atria Wealth Solutions Inc.68,120$3.42M0.0%+3.9%0.097%
5/9/2025Commonwealth Equity Services LLC419,999$21.10M0.0%+41.9%0.599%
5/9/2025Barings LLC376,798$18.93M0.5%-23.0%0.538%
5/8/2025IFG Advisory LLC8,069$405K0.0%+7.0%0.012%
5/8/2025UNIVEST FINANCIAL Corp8,966$450K0.0%-23.3%0.013%
5/8/2025US Bancorp DE4,376$220K0.0%+62.3%0.006%
5/8/2025 RVW Wealth LLC11,920$599K0.1%-2.0%0.017%
5/8/2025Arkadios Wealth Advisors34,743$1.75M0.1%+178.2%0.050%
5/8/2025Portland Financial Advisors Inc15,252$766K2.0%+12.8%0.022%
5/8/2025First Foundation Advisors5,339$268K0.0%-16.8%0.008%
5/8/2025Geneos Wealth Management Inc.93,441$4.69M0.1%+6.1%0.133%
5/7/2025N.E.W. Advisory Services LLC5,807$292K0.0%N/A0.008%
5/7/2025Patten & Patten Inc. TN28,875$1.45M0.1%-6.4%0.041%
5/7/2025Atlas Legacy Advisors LLC33,576$1.66M0.4%-22.6%0.048%
5/7/2025LPL Financial LLC2,779,602$139.62M0.1%+22.0%3.967%
5/7/2025Second 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%
5/6/2025Cetera Investment Advisers212,384$10.67M0.0%-1.0%0.303%
5/6/2025Avantax Advisory Services Inc.39,412$1.98M0.0%-4.5%0.056%
5/6/2025Brookwood Investment Group LLC28,518$1.43M0.2%N/A0.041%
5/6/2025Kovack Advisors Inc.7,723$388K0.0%+7.8%0.011%
5/6/2025Carnegie Investment Counsel12,060$606K0.0%N/A0.017%
5/6/2025AE Wealth Management LLC2,915$146K0.0%+18.7%0.004%
5/6/2025WESPAC Advisors SoCal LLC212,525$10.68M2.8%-14.8%0.303%
5/6/2025WMG Financial Advisors LLC9,103$457K0.2%-39.7%0.013%
5/5/2025J.W. Cole Advisors Inc.25,436$1.28M0.0%+97.6%0.036%
5/5/2025Private 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%
5/2/2025Fortis Group Advisors LLC95,639$4.80M0.9%+244.7%0.137%
5/2/2025Kingsview Wealth Management LLC12,342$620K0.0%-84.7%0.018%
5/2/2025Apollon Financial LLC9,389$472K0.1%-8.6%0.013%
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5/2/2025Sigma Planning Corp15,088$758K0.0%-33.8%0.022%
5/2/2025Leelyn Smith LLC156,260$7.85M1.4%-0.6%0.223%
5/1/2025Bleakley Financial Group LLC19,520$980K0.0%+18.3%0.028%
5/1/2025CWM LLC4,797$241K0.0%-29.6%0.007%
5/1/2025Realta Investment Advisors8,921$448K0.2%+5.3%0.013%
5/1/2025 Fifth Third Securities Inc.15,301$769K0.1%-12.7%0.022%
5/1/2025SteelPeak Wealth LLC46,236$2.32M0.1%-38.3%0.066%
4/30/2025Allworth Financial LP210,311$9.96M0.1%-8.7%0.300%
4/30/2025Axxcess Wealth Management LLC14,405$724K0.0%N/A0.021%
4/30/2025AlphaStar Capital Management LLC15,929$800K0.1%+1.5%0.023%
(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, 350 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 Invesco S&P 500 High Dividend Low Volatility ETF's institutional investors.

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

Of the 280 institutional investors that purchased Invesco S&P 500 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: 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 6,928,839 shares in the last 24 months. This purchase volume represents approximately $340.20M in transactions.

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

Of the 134 institutional investors that sold Invesco S&P 500 High Dividend Low Volatility ETF's 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), Atria Wealth Solutions Inc. ($292.48K), Barings LLC ($112.29K), Jones Financial Companies Lllp ($111.48K), Venture Visionary Partners LLC ($79.34K), Kingsview Wealth Management LLC ($68.18K), and Dynamic Advisor Solutions LLC ($68.11K).

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

Institutional investors have sold a total of 3,836,071 shares in the last 24 months. This volume of shares sold represents approximately $189.53M in transactions.



This page (NYSEARCA:SPHD) was last updated on 7/19/2025 by MarketBeat.com Staff
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