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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
$49.18 -0.46 (-0.92%)
As of 03:44 PM 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)
163
Total
Institutional Inflows
(last 12 months)
$299.60M
Number of
Institutional Sellers
(last 12 months)
114
Total
Institutional Outflows
(last 12 months)
$99.28M
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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
9/11/2026 Talon Private Wealth LLC11,705$595K0.1%+34.4%0.018%
9/9/2026 Sequoia Financial Advisors LLC6,345$323K0.0%N/A0.010%
9/9/2026 RFG Advisory LLC18,143$922K0.0%-11.9%0.028%
9/9/2026 NewEdge Advisors LLC157,946$8.03M0.0%+2.6%0.246%
9/9/2026 IFP Advisors Inc3,110$158K0.0%+8.2%0.005%
9/9/2026 Baird Financial Group Inc.57,795$2.94M0.0%+5.0%0.090%
9/8/2026 Allworth Financial LP163,648$8.32M0.0%-10.2%0.255%
9/8/2026 Waverly Advisors LLC34,357$1.75M0.0%-1.8%0.053%
8/23/2026 Ameritas Advisory Services LLC10,212$519K0.0%+103.5%0.016%
8/22/2026 Compass Financial Management LLC2,878$148K0.0%N/A0.004%
8/22/2026 Concurrent Investment Advisors LLC23,711$1.21M0.0%-4.5%0.037%
8/21/2026 Continuum Advisory LLC30,566$1.55M0.1%+390.0%0.048%
8/21/2026 XML Financial LLC232,722$11.83M0.9%+3.6%0.362%
8/21/2026 Symphony Financial Ltd. Co.5,349$276K0.0%N/A0.008%
8/21/2026 Investors Research Corp14,702$747K0.1%-3.9%0.023%
8/12/2026 Compass Financial Management LLC2,878$148K0.0%N/A0.004%
7/10/2026 Investors Research Corp14,702$747K0.1%-3.9%0.023%
7/10/2026 JFS Wealth Advisors LLC1,486$76K0.0%N/A0.002%
7/8/2026 Shulman DeMeo Asset Management LLC8,133$414K0.1%-6.6%0.012%
7/8/2026 RVW Wealth LLC11,920$606K0.0%N/A0.018%
7/7/2026 Dynamic Advisor Solutions LLC7,922$403K0.0%+5.3%0.012%
7/7/2026 Grant Private Wealth Management Inc4,054$206K0.1%N/A0.006%
7/7/2026 Avior Wealth Management LLC8,403$422K0.0%-5.2%0.013%
7/6/2026 RDA Financial Network26,492$1.35M0.3%-1.4%0.041%
7/2/2026 MassMutual Private Wealth & Trust FSB44,725$2.27M0.1%-1.7%0.069%
6/18/2026 Western Wealth Management LLC19,881$986K0.0%-1.8%0.030%
6/9/2026 Robinswood Financial LLC943$47K0.1%N/A0.001%
6/3/2026 Parallel Advisors LLC16,240$806K0.0%-23.3%0.025%
6/3/2026 NewEdge Advisors LLC153,964$7.64M0.0%+27.4%0.234%
6/1/2026 Foguth Wealth Management LLC.20,851$1.04M0.1%-88.8%0.032%
6/1/2026 Financial Solutions Advisory Group Inc.33,961$1.69M0.2%N/A0.052%
5/26/2026 Summit Financial Wealth Advisors LLC25,210$1.25M0.2%+2.6%0.038%
5/19/2026 Western Wealth Management LLC19,881$986K0.0%-1.8%0.030%
5/19/2026 NewEdge Advisors LLC110,766$5.50M0.1%-8.3%0.168%
5/19/2026 Bank of America Corp DE1,317,728$65.37M0.0%+2.5%2.002%
5/19/2026 Financial Insights Inc.12,350$613K0.2%+6.0%0.019%
5/18/2026 Talon Private Wealth LLC8,710$432K0.1%N/A0.013%
5/18/2026 Royal Bank of Canada652,323$32.36M0.0%-2.6%0.991%
5/18/2026 Estate Counselors LLC123,070$6.11M0.5%N/A0.187%
5/16/2026 Quantinno Capital Management LP7,333$364K0.0%+13.4%0.011%
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5/15/2026 Gateway Wealth Partners LLC9,728$483K0.0%+60.8%0.015%
5/15/2026 Waverly Advisors LLC34,993$1.74M0.0%-1.2%0.053%
5/14/2026 Renaissance Technologies LLC16,000$794K0.0%N/A0.024%
5/14/2026 Lido Advisors LLC4,566$227K0.0%N/A0.007%
5/13/2026 Cetera Investment Advisers265,749$13.18M0.0%+2.7%0.404%
5/7/2026 Parallel Advisors LLC16,240$806K0.0%-23.3%0.025%
5/7/2026 Financial Discovery Group Inc.22,839$1.13M2.6%N/A0.035%
5/7/2026 Crescent Grove Advisors LLC28,447$1.41M0.1%+3.4%0.043%
5/6/2026 SteelPeak Wealth LLC8,715$432K0.0%-93.8%0.013%
5/6/2026 Independent Financial Group LLC5,956$295K0.0%N/A0.009%
5/5/2026 Wealthfront Advisers LLC13,653$677K0.0%+21.5%0.021%
5/5/2026 D.A. Davidson & CO.22,804$1.13M0.0%-13.3%0.035%
5/5/2026 Geneos Wealth Management Inc.65,544$3.25M0.1%+1.2%0.100%
5/5/2026 Sanctuary Advisors LLC80,677$4.00M0.0%-41.5%0.123%
5/5/2026 Sigma Planning Corp13,500$670K0.0%-8.6%0.021%
5/4/2026 Bleakley Financial Group LLC16,050$796K0.0%-2.6%0.024%
5/4/2026 WJ Financial Advisors LLC50,758$2.52M2.0%+2.5%0.077%
5/4/2026 HBW Advisory Services LLC11,036$548K0.1%-18.3%0.017%
5/2/2026 Global Assets Advisory LLC793$39K0.0%N/A0.001%
5/2/2026 International Assets Investment Management LLC6,967$344K0.0%-52.3%0.011%
5/2/2026 UNIVEST FINANCIAL Corp4,247$211K0.0%-46.0%0.006%
5/1/2026 Fifth Third Bancorp7,789$386K0.0%+243.7%0.012%
5/1/2026 Triton Wealth Management PLLC4,515$223K0.1%+8.5%0.007%
5/1/2026 KLCM Advisors Inc.5,425$269K0.0%-6.6%0.008%
4/30/2026 Kestra Advisory Services LLC60,000$2.98M0.0%+10.6%0.091%
4/29/2026 Lmcg Investments LLC90,769$4.50M0.3%+20.0%0.138%
4/29/2026 Interactive Financial Advisors Inc.8,382$416K0.3%-4.7%0.013%
4/28/2026 Ascentis Independent Advisors29,886$1.48M0.1%N/A0.045%
4/28/2026 Koshinski Asset Management Inc.18,346$910K0.1%+10.9%0.028%
4/27/2026 HB Wealth Management LLC10,593$526K0.0%-11.5%0.016%
4/27/2026 Leelyn Smith LLC176,553$8.76M1.2%+4.6%0.266%
4/27/2026 PFG Investments LLC12,682$629K0.0%+4.1%0.019%
4/27/2026 World Investment Advisors47,896$2.38M0.0%+1.3%0.072%
4/27/2026 Private Advisor Group LLC362,812$18.00M0.1%+12.1%0.547%
4/27/2026 Y Intercept Hong Kong Ltd7,851$389K0.0%N/A0.012%
4/25/2026 Patten Group Inc.24,219$1.20M0.2%+24.8%0.037%
4/24/2026 Essex Financial Services Inc.9,850$489K0.0%+2.6%0.015%
4/23/2026 Continuum Advisory LLC6,238$309K0.0%+8.6%0.009%
4/22/2026 Janney Montgomery Scott LLC231,627$11.49M0.0%+38.3%0.349%
4/22/2026 Advocate Investing Services LLC88,457$4.39M3.7%+84.2%0.133%
4/21/2026 Laurel Oak Wealth Management LLC9,816$487K0.1%+10.0%0.015%
4/21/2026 Armbruster Capital Management Inc.4,171$207K0.0%N/A0.006%
4/20/2026 Arta Finance Wealth Management LLC6,918$343K0.2%+44.7%0.010%
4/20/2026 Park Edge Advisors LLC35,786$1.78M0.4%+4.3%0.054%
4/20/2026 RFG Advisory LLC20,589$1.02M0.0%N/A0.031%
4/17/2026 AdvisorNet Financial Inc1,187$59K0.0%-17.3%0.002%
4/17/2026 Stonebridge Wealth Management LLC49,481$2.46M2.4%-1.7%0.075%
4/17/2026 XML Financial LLC224,691$11.15M0.9%+12.3%0.340%
4/17/2026 Capital Advisors Ltd. LLC1,548$77K0.0%-25.0%0.002%
4/17/2026 Brookstone Capital Management2,113,628$104.86M1.2%+1,677.3%3.195%
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4/16/2026 Triad Wealth Partners LLC25,122$1.25M0.1%+277.3%0.038%
3/17/2026 Rockefeller Capital Management L.P.28,067$1.35M0.0%+6.1%0.039%
3/13/2026 World Investment Advisors47,271$2.27M0.0%N/A0.065%
3/12/2026 Nalls Sherbakoff Group LLC861$41K0.0%N/A0.001%
3/9/2026 Corient Private Wealth LLC12,512$601K0.0%N/A0.017%
3/5/2026 Taylor Securities Services Inc.4,290$206K0.1%N/A0.006%
2/20/2026Sunbelt Securities Inc.18,059$867K0.1%+9.2%0.025%
2/19/2026 Invesco Ltd.25,831$1.24M0.0%-3.5%0.036%
2/19/2026 Axxcess Wealth Management LLC60,343$2.90M0.0%+97.3%0.083%
2/19/2026 Corient Private Wealth LLC12,512$601K0.0%N/A0.017%


SPHD Institutional Ownership - Frequently Asked Questions

During the previous two years, 341 institutional investors and hedge funds held shares of Invesco S&P 500 High Dividend Low Volatility ETF. The most heavily invested institutionals were Morgan Stanley ($104.96M), Brookstone Capital Management ($104.86M), LPL Financial LLC ($100.82M), Bank of America Corp DE ($65.37M), Financial Engines Advisors L.L.C. ($43.91M), FMR LLC ($37.78M), and Raymond James Financial Inc. ($34.99M).Learn more on Invesco S&P 500 High Dividend Low Volatility ETF's institutional investors.

Of the 293 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: Brookstone Capital Management ($2.01M), Raymond James Financial Inc. ($1.36M), LPL Financial LLC ($895.05K), Two Sigma Investments LP ($694.60K), Stifel Financial Corp ($669.41K), Ameriprise Financial Inc. ($554.07K), and Northwestern Mutual Wealth Management Co. ($291.12K).

Institutional investors have bought a total of 6,112,152 shares in the last 24 months. This purchase volume represents approximately $299.60M in transactions.

Of the 114 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: Morgan Stanley ($423.38K), Equitable Holdings Inc. ($178.70K), Foguth Wealth Management LLC. ($164.66K), LPL Financial LLC ($142.04K), SteelPeak Wealth LLC ($140.65K), Ameriprise Financial Inc. ($70.80K), and Sovran Advisors LLC ($66.15K).

Institutional investors have sold a total of 2,040,821 shares in the last 24 months. This volume of shares sold represents approximately $99.28M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPHD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/11/2026. New 13F filings are added each quarter as they're published.
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