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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
$49.87 +0.18 (+0.36%)
As of 04:10 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)
193
Total
Institutional Inflows
(last 12 months)
$397.91M
Number of
Institutional Sellers
(last 12 months)
153
Total
Institutional Outflows
(last 12 months)
$179.86M
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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
5/5/2026Geneos Wealth Management Inc.65,544$3.25M0.1%+1.2%0.100%
5/5/2026Sanctuary 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%
4/16/2026 Triad Wealth Partners LLC25,122$1.25M0.1%+277.3%0.038%
3/17/2026Rockefeller 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%
3/12/2026Nalls Sherbakoff Group LLC861$41K0.0%N/A0.001%
3/9/2026Corient Private Wealth LLC12,512$601K0.0%N/A0.017%
3/5/2026Taylor Securities Services Inc.4,290$206K0.1%N/A0.006%
2/20/2026Sunbelt Securities Inc.18,059$867K0.1%+9.2%0.025%
2/19/2026Invesco 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%
2/19/2026Corient Private Wealth LLC12,512$601K0.0%N/A0.017%
2/18/2026Beacon Pointe Advisors LLC7,571$363K0.0%N/A0.010%
2/18/2026NewEdge Advisors LLC120,825$5.80M0.0%+1.2%0.167%
2/18/2026Prostatis Group LLC95,525$4.59M1.1%+1.4%0.132%
2/17/2026Cetera Investment Advisers258,679$12.42M0.0%-2.3%0.357%
2/17/2026Equitable Holdings Inc.139,432$6.69M0.0%-54.6%0.193%
2/17/2026Kovack Advisors Inc.8,649$415K0.0%+11.2%0.012%
2/17/2026Jump Financial LLC98,558$4.73M0.1%N/A0.136%
2/17/2026Regal Investment Advisors LLC10,129$486K0.0%N/A0.014%
2/17/2026Osaic Holdings Inc.209,457$10.06M0.0%+4.1%0.289%
2/17/2026 Private Advisor Group LLC323,589$15.53M0.1%+39.5%0.447%
2/17/2026Pacific Financial Group Inc.15,800$758K0.4%N/A0.022%
2/17/2026&PARTNERS11,531$553K0.0%+1.7%0.016%
2/17/2026Blair William & Co. IL1,909$92K0.0%-59.0%0.003%
2/17/2026Royal Bank of Canada669,538$32.14M0.0%-4.0%0.925%
2/17/2026Carret Asset Management LLC8,250$396K0.0%N/A0.011%
2/16/2026 MML Investors Services LLC57,570$2.76M0.0%-8.5%0.080%
2/16/2026LM Advisors LLC2,740$132K0.1%-95.2%0.004%
2/16/2026Arax Advisory Partners2,898$139K0.0%N/A0.004%
2/13/2026Arete Wealth Advisors LLC73,206$3.51M0.2%+3.1%0.101%
2/13/2026 Kestra Advisory Services LLC54,266$2.61M0.0%-2.6%0.075%
2/13/2026CreativeOne Wealth LLC91,054$4.37M0.1%-2.7%0.126%
2/13/2026Quartz Partners LLC8,131$390K0.1%-4.6%0.011%
2/13/2026 Winter & Associates Inc.35,629$1.71M1.6%N/A0.049%
2/13/2026Stifel Financial Corp627,025$30.10M0.0%+152.4%0.866%
2/13/2026Morgan Stanley2,186,635$104.96M0.0%-16.2%3.020%
2/13/2026Arkadios Wealth Advisors31,552$1.51M0.0%+5.8%0.044%
2/13/2026Wells Fargo & Company MN643,258$30.88M0.0%+2.0%0.888%
2/12/2026 Laurel Oak Wealth Management LLC8,927$429K0.1%N/A0.012%
2/12/2026 Advocate Investing Services LLC48,027$2.31M2.1%N/A0.066%
2/12/2026DRW Securities LLC5,766$277K0.0%N/A0.008%
2/12/2026Orion Porfolio Solutions LLC9,202$442K0.0%-7.0%0.013%
2/12/2026Financial Engines Advisors L.L.C.914,811$43.91M0.1%-1.5%1.264%
2/12/2026Tocqueville Asset Management L.P.17,622$846K0.0%+27.6%0.024%
2/12/2026 Commonwealth Equity Services LLC247,723$11.89M0.0%-10.2%0.342%
2/12/2026Intesa Sanpaolo Wealth Management1,638$79K0.0%N/A0.002%
2/12/2026Steward Partners Investment Advisory LLC45,404$2.18M0.0%+39.8%0.063%
2/12/2026Bank of Montreal Can266,921$12.81M0.0%-5.6%0.369%
2/12/2026Kovack Advisors Inc.8,649$393K0.0%+11.2%0.012%
2/11/2026Gateway Wealth Partners LLC6,048$290K0.0%+20.9%0.008%
2/11/2026 Janney Montgomery Scott LLC167,532$8.04M0.0%+2.7%0.231%
2/11/2026 Fortune Financial Group Inc.68,037$3.27M3.3%N/A0.094%
2/11/2026Focus Partners Advisor Solutions LLC38,024$1.83M0.0%-45.0%0.053%
2/11/2026LPL Financial LLC2,100,362$100.82M0.0%-6.3%2.901%
2/11/2026Franklin Resources Inc.658,909$31.63M0.0%-8.0%0.910%
2/11/2026JPMorgan Chase & Co.199,494$9.58M0.0%-1.7%0.276%
2/11/2026 Cookson Peirce & Co. Inc.64,351$3.09M0.1%+6.8%0.089%
2/11/2026 XML Financial LLC200,001$9.60M0.8%+0.9%0.276%
2/11/2026Parallel Advisors LLC21,160$1.02M0.0%-13.0%0.029%
2/11/2026Crescent Grove Advisors LLC27,517$1.32M0.1%+7.1%0.038%
2/10/2026 Essex Financial Services Inc.9,601$461K0.0%+2.3%0.013%
2/10/2026Sfmg LLC12,872$618K0.0%-24.3%0.018%
2/10/2026Viawealth LLC37,039$1.78M1.0%+44.5%0.051%


SPHD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPHD shares?

During the previous two years, 340 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 ($58.12M), 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.

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

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. ($296.63K).

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

Institutional investors have bought a total of 8,115,106 shares in the last 24 months. This purchase volume represents approximately $397.91M in transactions.

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

Of the 153 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: Ameriprise Financial Inc. ($808.61K), Morgan Stanley ($423.38K), WESPAC Advisors SoCal LLC ($183.95K), Equitable Holdings Inc. ($178.70K), Prostatis Group LLC ($152.21K), LPL Financial LLC ($142.04K), and Jones Financial Companies Lllp ($118.35K).

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

Institutional investors have sold a total of 3,728,032 shares in the last 24 months. This volume of shares sold represents approximately $179.86M in transactions.


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This page (NYSEARCA:SPHD) was last updated on 5/5/2026 by MarketBeat.com Staff.
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