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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
$50.45 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
183
Total
Institutional Inflows
(last 12 months)
$335.36M
Number of
Institutional Sellers
(last 12 months)
143
Total
Institutional Outflows
(last 12 months)
$167.30M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
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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%
3/17/2026 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%
3/12/2026Nalls 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%
2/20/2026 Sunbelt 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%
2/18/2026 Beacon Pointe Advisors LLC7,571$363K0.0%N/A0.010%
2/18/2026 NewEdge Advisors LLC120,825$5.80M0.0%+1.2%0.167%
2/18/2026 Prostatis Group LLC95,525$4.59M1.1%+1.4%0.132%
2/17/2026 Cetera Investment Advisers258,679$12.42M0.0%-2.3%0.357%
2/17/2026 Equitable Holdings Inc.139,432$6.69M0.0%-54.6%0.193%
2/17/2026 Kovack Advisors Inc.8,649$415K0.0%+11.2%0.012%
2/17/2026 Jump Financial LLC98,558$4.73M0.1%N/A0.136%
2/17/2026 Regal Investment Advisors LLC10,129$486K0.0%N/A0.014%
2/17/2026 Osaic 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%
2/17/2026 Pacific Financial Group Inc.15,800$758K0.4%N/A0.022%
2/17/2026 &PARTNERS11,531$553K0.0%+1.7%0.016%
2/17/2026 Blair William & Co. IL1,909$92K0.0%-59.0%0.003%
2/17/2026 Royal Bank of Canada669,538$32.14M0.0%-4.0%0.925%
2/17/2026 Carret Asset Management LLC8,250$396K0.0%N/A0.011%
2/16/2026 MML Investors Services LLC57,570$2.76M0.0%-8.5%0.080%
2/16/2026 LM Advisors LLC2,740$132K0.1%-95.2%0.004%
2/16/2026 Arax Advisory Partners2,898$139K0.0%N/A0.004%
2/13/2026 Arete 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%
2/13/2026 CreativeOne Wealth LLC91,054$4.37M0.1%-2.7%0.126%
2/13/2026 Quartz Partners LLC8,131$390K0.1%-4.6%0.011%
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2/13/2026 Winter & Associates Inc.35,629$1.71M1.6%N/A0.049%
2/13/2026 Stifel Financial Corp627,025$30.10M0.0%+152.4%0.866%
2/13/2026 Morgan Stanley2,186,635$104.96M0.0%-16.2%3.020%
2/13/2026 Arkadios Wealth Advisors31,552$1.51M0.0%+5.8%0.044%
2/13/2026 Wells 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%
2/12/2026 DRW Securities LLC5,766$277K0.0%N/A0.008%
2/12/2026 Orion Porfolio Solutions LLC9,202$442K0.0%-7.0%0.013%
2/12/2026 Financial Engines Advisors L.L.C.914,811$43.91M0.1%-1.5%1.264%


SPHD Institutional Ownership - Frequently Asked Questions

During the previous two years, 343 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 294 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).

Institutional investors have bought a total of 6,872,594 shares in the last 24 months. This purchase volume represents approximately $335.36M in transactions.

Of the 143 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), Equitable Holdings Inc. ($178.70K), SteelPeak Wealth LLC ($166.31K), Prostatis Group LLC ($152.21K), WESPAC Advisors SoCal LLC ($146.98K), and LPL Financial LLC ($142.04K).

Institutional investors have sold a total of 3,480,081 shares in the last 24 months. This volume of shares sold represents approximately $167.30M in transactions.



This page (NYSEARCA:SPHD) was last updated on 5/25/2026 by MarketBeat.com Staff.
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