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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
$52.10 0.00 (0.00%)
As of 07/2/2026 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)
184
Total
Institutional Inflows
(last 12 months)
$338.74M
Number of
Institutional Sellers
(last 12 months)
142
Total
Institutional Outflows
(last 12 months)
$175.71M
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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
7/2/2026 MassMutual Private Wealth & Trust FSB44,725$2.27M0.1%-1.7%0.069%
6/18/2026Western Wealth Management LLC19,881$986K0.0%-1.8%0.030%
6/9/2026Robinswood Financial LLC943$47K0.1%N/A0.001%
6/3/2026Parallel Advisors LLC16,240$806K0.0%-23.3%0.025%
6/3/2026NewEdge Advisors LLC153,964$7.64M0.0%+27.4%0.234%
6/1/2026Foguth Wealth Management LLC.20,851$1.04M0.1%-88.8%0.032%
6/1/2026Financial Solutions Advisory Group Inc.33,961$1.69M0.2%N/A0.052%
5/26/2026Summit Financial Wealth Advisors LLC25,210$1.25M0.2%+2.6%0.038%
5/19/2026Western Wealth Management LLC19,881$986K0.0%-1.8%0.030%
5/19/2026NewEdge Advisors LLC110,766$5.50M0.1%-8.3%0.168%
5/19/2026Bank of America Corp DE1,317,728$65.37M0.0%+2.5%2.002%
5/19/2026Financial Insights Inc.12,350$613K0.2%+6.0%0.019%
5/18/2026Talon Private Wealth LLC8,710$432K0.1%N/A0.013%
5/18/2026Royal Bank of Canada652,323$32.36M0.0%-2.6%0.991%
5/18/2026Estate Counselors LLC123,070$6.11M0.5%N/A0.187%
5/16/2026Quantinno Capital Management LP7,333$364K0.0%+13.4%0.011%
5/15/2026Gateway Wealth Partners LLC9,728$483K0.0%+60.8%0.015%
5/15/2026Waverly Advisors LLC34,993$1.74M0.0%-1.2%0.053%
5/14/2026Renaissance Technologies LLC16,000$794K0.0%N/A0.024%
5/14/2026Lido Advisors LLC4,566$227K0.0%N/A0.007%
5/13/2026Cetera Investment Advisers265,749$13.18M0.0%+2.7%0.404%
5/7/2026Parallel Advisors LLC16,240$806K0.0%-23.3%0.025%
5/7/2026Financial Discovery Group Inc.22,839$1.13M2.6%N/A0.035%
5/7/2026Crescent Grove Advisors LLC28,447$1.41M0.1%+3.4%0.043%
5/6/2026SteelPeak Wealth LLC8,715$432K0.0%-93.8%0.013%
5/6/2026Independent Financial Group LLC5,956$295K0.0%N/A0.009%
5/5/2026Wealthfront Advisers LLC13,653$677K0.0%+21.5%0.021%
5/5/2026D.A. Davidson & CO.22,804$1.13M0.0%-13.3%0.035%
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%
5/5/2026Sigma Planning Corp13,500$670K0.0%-8.6%0.021%
5/4/2026Bleakley Financial Group LLC16,050$796K0.0%-2.6%0.024%
5/4/2026WJ Financial Advisors LLC50,758$2.52M2.0%+2.5%0.077%
5/4/2026HBW Advisory Services LLC11,036$548K0.1%-18.3%0.017%
5/2/2026Global Assets Advisory LLC793$39K0.0%N/A0.001%
5/2/2026International Assets Investment Management LLC6,967$344K0.0%-52.3%0.011%
5/2/2026UNIVEST FINANCIAL Corp4,247$211K0.0%-46.0%0.006%
5/1/2026Fifth Third Bancorp7,789$386K0.0%+243.7%0.012%
5/1/2026Triton Wealth Management PLLC4,515$223K0.1%+8.5%0.007%
5/1/2026KLCM Advisors Inc.5,425$269K0.0%-6.6%0.008%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

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4/30/2026Kestra Advisory Services LLC60,000$2.98M0.0%+10.6%0.091%
4/29/2026Lmcg Investments LLC90,769$4.50M0.3%+20.0%0.138%
4/29/2026Interactive Financial Advisors Inc.8,382$416K0.3%-4.7%0.013%
4/28/2026Ascentis Independent Advisors29,886$1.48M0.1%N/A0.045%
4/28/2026Koshinski Asset Management Inc.18,346$910K0.1%+10.9%0.028%
4/27/2026HB Wealth Management LLC10,593$526K0.0%-11.5%0.016%
4/27/2026Leelyn Smith LLC176,553$8.76M1.2%+4.6%0.266%
4/27/2026PFG Investments LLC12,682$629K0.0%+4.1%0.019%
4/27/2026World Investment Advisors47,896$2.38M0.0%+1.3%0.072%
4/27/2026Private Advisor Group LLC362,812$18.00M0.1%+12.1%0.547%
4/27/2026Y Intercept Hong Kong Ltd7,851$389K0.0%N/A0.012%
4/25/2026Patten Group Inc.24,219$1.20M0.2%+24.8%0.037%
4/24/2026Essex Financial Services Inc.9,850$489K0.0%+2.6%0.015%
4/23/2026Continuum Advisory LLC6,238$309K0.0%+8.6%0.009%
4/22/2026Janney Montgomery Scott LLC231,627$11.49M0.0%+38.3%0.349%
4/22/2026Advocate Investing Services LLC88,457$4.39M3.7%+84.2%0.133%
4/21/2026Laurel Oak Wealth Management LLC9,816$487K0.1%+10.0%0.015%
4/21/2026Armbruster Capital Management Inc.4,171$207K0.0%N/A0.006%
4/20/2026Arta Finance Wealth Management LLC6,918$343K0.2%+44.7%0.010%
4/20/2026Park Edge Advisors LLC35,786$1.78M0.4%+4.3%0.054%
4/20/2026RFG Advisory LLC20,589$1.02M0.0%N/A0.031%
4/17/2026AdvisorNet Financial Inc1,187$59K0.0%-17.3%0.002%
4/17/2026Stonebridge Wealth Management LLC49,481$2.46M2.4%-1.7%0.075%
4/17/2026XML Financial LLC224,691$11.15M0.9%+12.3%0.340%
4/17/2026Capital Advisors Ltd. LLC1,548$77K0.0%-25.0%0.002%
4/17/2026Brookstone Capital Management2,113,628$104.86M1.2%+1,677.3%3.195%
4/16/2026Triad 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%
3/13/2026World 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%
2/19/2026Axxcess 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%
2/17/2026Private 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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
2/17/2026Carret Asset Management LLC8,250$396K0.0%N/A0.011%
2/16/2026MML 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%
2/13/2026Kestra 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%
2/13/2026Winter & Associates Inc.35,629$1.71M1.6%N/A0.049%
2/13/2026Stifel Financial Corp627,025$30.10M0.0%+152.4%0.866%


SPHD Institutional Ownership - Frequently Asked Questions

During the previous two years, 345 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 296 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 6,940,820 shares in the last 24 months. This purchase volume represents approximately $338.74M in transactions.

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: Ameriprise Financial Inc. ($808.61K), Morgan Stanley ($423.38K), Equitable Holdings Inc. ($178.70K), SteelPeak Wealth LLC ($166.31K), Foguth Wealth Management LLC. ($164.66K), Prostatis Group LLC ($152.21K), and WESPAC Advisors SoCal LLC ($146.98K).

Institutional investors have sold a total of 3,649,544 shares in the last 24 months. This volume of shares sold represents approximately $175.71M in transactions.


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This page (NYSEARCA:SPHD) was last updated on 7/5/2026 by MarketBeat.com Staff.
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