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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
$48.11 -0.46 (-0.95%)
Closing price 10/10/2025 04:10 PM Eastern
Extended Trading
$48.08 -0.03 (-0.07%)
As of 10/10/2025 07:57 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.
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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)
213
Total
Institutional Inflows
(last 12 months)
$362.85M
Number of
Institutional Sellers
(last 12 months)
142
Total
Institutional Outflows
(last 12 months)
$235.91M
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Skip Chart & View Institutional Buying and Selling Data

SPHD Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025 Dynamic Advisor Solutions LLC9,347$462K0.0%-14.4%0.015%
10/9/2025 Park Edge Advisors LLC31,909$1.58M0.4%+11.2%0.050%
10/8/2025 RDA Financial Network26,722$1.32M0.3%-1.8%0.042%
10/8/2025 Pinnacle Wealth Management Group Inc.57,628$2.85M1.5%+4.4%0.090%
9/29/2025 Summit Financial Wealth Advisors LLC24,577$1.17M0.2%+2.0%0.038%
9/22/2025Caldwell Trust Co4,553$217K0.0%N/A0.007%
9/15/2025Migdal Insurance & Financial Holdings Ltd.8,003$381K0.0%+41.6%0.012%
9/4/2025Osaic Holdings Inc.204,709$9.74M0.0%-10.4%0.317%
8/27/2025Stonebridge Wealth Management LLC65,041$3.09M3.0%N/A0.101%
8/27/2025Orion Porfolio Solutions LLC9,956$474K0.0%+2.7%0.015%
8/19/2025Newbridge Financial Services Group Inc.1,214$58K0.0%-72.5%0.002%
8/19/2025Delos Wealth Advisors LLC65,408$3.11M2.4%-7.2%0.101%
8/18/2025N.E.W. Advisory Services LLC3,406$162K0.0%-41.3%0.005%
8/18/2025Geneos Wealth Management Inc.93,787$4.46M0.1%+5.8%0.145%
8/18/2025Kestra Investment Management LLC19,541$929K0.0%-7.0%0.030%
8/15/2025Tower Research Capital LLC TRC 12,616$600K0.0%+167.7%0.020%
8/15/2025Equitable Holdings Inc.318,131$15.13M0.1%+1.6%0.493%
8/15/2025Two Sigma Securities LLC6,451$307K0.0%-53.1%0.010%
8/15/2025Orion Porfolio Solutions LLC9,956$474K0.0%+2.7%0.015%
8/15/2025MML Investors Services LLC63,666$3.03M0.0%-18.7%0.099%
8/15/2025LM Advisors LLC55,624$2.65M0.3%-4.1%0.086%
8/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.10,300$490K0.1%-20.8%0.016%
8/15/2025BNP Paribas Financial Markets90,036$4.28M0.0%+797.2%0.139%
8/15/2025Bank of America Corp DE1,109,919$52.79M0.0%+0.3%1.719%
8/15/2025Ameriprise Financial Inc.401,007$19.81M0.0%-64.8%0.621%
8/14/2025Jane Street Group LLC32,509$1.55M0.0%+1.2%0.050%
8/14/2025NCM Capital Management LLC10,213$490K0.2%+57.1%0.016%
8/14/2025Raymond James Financial Inc.755,806$35.95M0.0%+10.3%1.171%
8/14/2025NewEdge Advisors LLC115,283$5.48M0.0%+1.1%0.179%
8/14/2025Qube Research & Technologies Ltd26,809$1.28M0.0%N/A0.042%
8/14/2025Cerity Partners LLC7,799$371K0.0%-22.6%0.012%
8/13/2025Baird Financial Group Inc.46,772$2.22M0.0%+15.8%0.072%
8/13/2025Crescent Grove Advisors LLC24,268$1.15M0.1%+121.9%0.038%
8/13/2025Invesco Ltd.27,732$1.32M0.0%-8.4%0.043%
8/13/2025Level Four Advisory Services LLC12,906$614K0.0%+7.7%0.020%
8/13/2025Northwestern Mutual Wealth Management Co.24,158$1.15M0.0%+14.8%0.037%
8/12/2025J.W. Cole Advisors Inc.23,393$1.11M0.0%-8.0%0.036%
8/12/2025Financial Advocates Investment Management12,692$604K0.0%-2.0%0.020%
8/12/2025Steward Partners Investment Advisory LLC19,744$939K0.0%+2.1%0.031%
8/12/2025CreativeOne Wealth LLC68,700$3.27M0.1%+21.6%0.106%
8/12/2025Global Retirement Partners LLC16,555$787K0.0%N/A0.026%
8/12/2025Waterloo Capital L.P.5,147$245K0.0%-12.9%0.008%
8/12/2025AlphaCore Capital LLC13,723$653K0.0%-15.7%0.021%
8/12/2025Franklin Resources Inc.703,661$33.47M0.0%+5.4%1.090%
8/12/2025JPMorgan Chase & Co.207,929$9.89M0.0%-29.4%0.322%
8/12/2025Clal Insurance Enterprises Holdings Ltd85,400$4.06M0.0%-30.0%0.132%
8/11/2025Y.D. More Investments Ltd4,120$195K0.0%-8.8%0.006%
8/8/2025Kingsview Wealth Management LLC9,074$432K0.0%-26.5%0.014%
8/8/2025Cetera Investment Advisers222,212$10.57M0.0%+4.6%0.344%
8/8/2025Fusion Capital LLC123,321$5.87M2.0%+2.3%0.191%
8/8/2025Creative Planning84,674$4.03M0.0%-14.9%0.131%
8/8/2025PNC Financial Services Group Inc.2,389$114K0.0%-87.3%0.004%
8/7/2025Allworth Financial LP201,773$9.60M0.0%-4.1%0.312%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.27,400$1.30M0.0%-2.8%0.042%
8/6/2025Prospera Financial Services Inc14,727$701K0.0%+2.8%0.023%
8/6/2025Atlas Legacy Advisors LLC37,582$1.79M0.4%+11.9%0.058%
8/6/2025Washington Trust Bank39,746$1.89M0.2%+0.5%0.061%
8/5/2025Retirement Financial Solutions LLC120,857$5.75M3.6%-5.4%0.187%
8/5/2025Bank of Montreal Can263,884$12.55M0.0%-14.2%0.408%
8/5/2025Sigma Planning Corp15,914$757K0.0%+5.5%0.025%
8/5/2025Lifeworks Advisors LLC19,096$908K0.1%+25.9%0.030%
8/4/2025AlphaStar Capital Management LLC14,860$707K0.0%-6.7%0.023%
8/4/2025Bridgewealth Advisory Group LLC4,800$228K0.1%N/A0.007%
8/4/2025Integrity Alliance LLC.9,801$466K0.0%-44.8%0.015%
8/4/2025Prairie Wealth Advisors Inc.7,614$362K0.2%+3.7%0.012%
8/4/2025Atria Investments Inc22,980$1.09M0.0%-63.2%0.036%
8/4/2025Spire Wealth Management9,306$443K0.0%-28.9%0.014%
8/4/2025Arkadios Wealth Advisors29,709$1.41M0.0%-14.5%0.046%
8/4/2025Migdal Insurance & Financial Holdings Ltd.8,003$381K0.0%+41.6%0.012%
8/4/2025L.M. Kohn & Company21,619$1.03M0.3%+5.7%0.033%
8/1/2025Shilanski & Associates Inc.223,369$10.62M3.0%+0.8%0.345%
8/1/2025Brookwood Investment Group LLC28,286$1.35M0.2%-0.8%0.044%
8/1/2025Envestnet Asset Management Inc.371,209$17.61M0.0%+22.0%0.574%
7/31/2025Wealthfront Advisers LLC10,939$520K0.0%+26.1%0.017%
7/31/2025Focus Partners Advisor Solutions LLC34,631$1.65M0.0%+14.3%0.054%
7/31/2025Leelyn Smith LLC160,252$7.62M1.3%+2.6%0.248%
7/31/2025 Pinnacle Wealth Management Group Inc.55,176$2.62M1.5%+3.9%0.085%
7/31/2025Carnegie Investment Counsel10,315$491K0.0%-14.5%0.016%
7/30/2025Bleakley Financial Group LLC16,480$784K0.0%-15.6%0.025%
7/30/2025Patten Group Inc.25,312$1.20M0.3%+1.8%0.039%
7/30/2025Cookson Peirce & Co. Inc.59,127$2.81M0.1%+0.6%0.091%
7/30/2025Brookstone Capital Management146,762$6.98M0.1%-7.2%0.227%
7/30/2025BTS Asset Management Inc.214,253$10.19M12.3%N/A0.331%
7/30/2025D.A. Davidson & CO.27,291$1.30M0.0%+2.8%0.042%
7/30/2025Avidian Wealth Enterprises LLC437,540$20.81M0.8%+4.1%0.677%
7/30/2025WESPAC Advisors SoCal LLC65,542$3.12M0.7%-69.2%0.101%
7/30/2025WBH Advisory Inc.9,663$460K0.0%N/A0.015%
7/29/2025International Assets Investment Management LLC11,896$566K0.0%+22.6%0.018%
7/29/2025Ballast Inc.5,385$256K0.1%N/A0.008%
7/29/2025Stratos Wealth Partners LTD.28,578$1.36M0.0%+5.8%0.044%
7/29/2025Stratos Wealth Advisors LLC12,421$591K0.0%+21.5%0.019%
7/29/2025Private Trust Co. NA35,496$1.69M0.2%-10.8%0.055%
7/29/2025Interactive Financial Advisors Inc.14,694$699K0.3%-4.1%0.023%
7/28/2025Patten & Patten Inc. TN28,650$1.36M0.1%-0.8%0.044%
7/28/2025Copia Wealth Management5,699$271K0.2%+74.0%0.009%
7/28/2025Triton Wealth Management PLLC5,152$252K0.1%N/A0.008%
7/28/2025Axxcess Wealth Management LLC23,052$1.10M0.0%+60.0%0.036%
7/25/2025Atria Wealth Solutions Inc.18,405$875K0.0%-73.0%0.028%
7/25/2025Envestnet Portfolio Solutions Inc.12,304$585K0.0%+65.4%0.019%
7/25/2025Prostatis Group LLC8,363$398K0.1%-94.8%0.013%
(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, 342 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), Bank of America Corp DE ($52.79M), Financial Engines Advisors L.L.C. ($49.26M), FMR LLC ($37.78M), Raymond James Financial Inc. ($35.95M), and Franklin Resources Inc. ($33.47M).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 284 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: Raymond James Financial Inc. ($1.36M), International Assets Investment Management LLC ($1.28M), LPL Financial LLC ($895.05K), Ameriprise Financial Inc. ($554.07K), Stifel Financial Corp ($529.12K), Win Advisors Inc. ($371.79K), and Fourpath Capital Management LLC ($285.75K).

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

Institutional investors have bought a total of 7,399,930 shares in the last 24 months. This purchase volume represents approximately $362.85M in transactions.

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

Of the 142 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 ($2.06M), Ameriprise Financial Inc. ($737.81K), WESPAC Advisors SoCal LLC ($199.46K), Prostatis Group LLC ($152.21K), Barings LLC ($112.29K), Jones Financial Companies Lllp ($111.48K), and JPMorgan Chase & Co. ($86.38K).

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

Institutional investors have sold a total of 4,783,406 shares in the last 24 months. This volume of shares sold represents approximately $235.91M in transactions.


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This page (NYSEARCA:SPHD) was last updated on 10/11/2025 by MarketBeat.com Staff
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