SPHD Institutional Ownership
Invesco S&P 500 High Dividend Low Volatility ETF
1W: -1.6%
1M: -8.4%
3M: -6.4%
YTD: +0.7%
1Y: -2.4%
3Y: +34.0%
5Y: +32.5%
$48.16
+0.08 (+0.17%)
Weekly Expected Move ±1.1%
$47
$48
$48
$49
$49
Overview
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Holdings
Changes
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Analysis
Peers
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Institutional Ownership — SPHD
388
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
44
New Positions
130
Increased
135
Reduced
30
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (406 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 2,247,099 | $108M | +133,471 | +6.3% | 29Q | SEC ↗ |
| 2 | LPL Financial LLC | 2,164,842 | $104M | -24,021 | -1.1% | 33Q | SEC ↗ |
| 3 | MORGAN STANLEY | 1,622,981 | $78M | -422,891 | -20.7% | 33Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 1,328,231 | $64M | +10,503 | +0.8% | 15Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 698,536 | $34M | -6,515 | -0.9% | 7Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 693,188 | $33M | +40,865 | +6.3% | 33Q | SEC ↗ |
| 7 | FRANKLIN RESOURCES INC | 584,537 | $28M | +25,908 | +4.6% | 20Q | SEC ↗ |
| 8 | UBS Group AG | 573,365 | $28M | +15,816 | +2.8% | 33Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 482,889 | $23M | -36,138 | -7.0% | 33Q | SEC ↗ |
| 10 | Avidian Wealth Enterprises, LLC | 477,457 | $23M | +8,500 | +1.8% | 28Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 461,211 | $22M | +114,823 | +33.1% | 16Q | SEC ↗ |
| 12 | Private Advisor Group, LLC | 424,912 | $20M | +62,100 | +17.1% | 30Q | SEC ↗ |
| 13 | Financial Engines Advisors L.L.C. | 344,685 | $17M | -544,748 | -61.2% | 31Q | SEC ↗ |
| 14 | BANK OF MONTREAL /CAN | 305,487 | $15M | +23,866 | +8.5% | 30Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 301,244 | $15M | +35,495 | +13.4% | 23Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 277,622 | $13M | -3,720 | -1.3% | 33Q | SEC ↗ |
| 17 | FMR LLC | 261,580 | $13M | -9,954 | -3.7% | 31Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 240,210 | $12M | +42,910 | +21.7% | 26Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 236,860 | $11M | -1,172 | -0.5% | 33Q | SEC ↗ |
| 20 | XML Financial, LLC | 232,722 | $11M | +8,031 | +3.6% | 14Q | SEC ↗ |
| 21 | JONES FINANCIAL COMPANIES LLLP | 221,602 | $11M | +10,638 | +5.0% | 10Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 212,084 | $10M | -380,578 | -64.2% | 22Q | SEC ↗ |
| 23 | Janney Montgomery Scott LLC | 208,277 | $10M | -23,350 | -10.1% | 33Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors | 204,373 | $10M | +1,399 | +0.7% | 33Q | SEC ↗ |
| 25 | CWM, LLC | 201,339 | $10M | -35,227 | -14.9% | 18Q | SEC ↗ |
| 26 | FLAGSHIP HARBOR ADVISORS, LLC | 196,700 | $9M | +95,832 | +95.0% | 4Q | SEC ↗ |
| 27 | STIFEL FINANCIAL CORP | 164,139 | $8M | -41,598 | -20.2% | 33Q | SEC ↗ |
| 28 | Allworth Financial LP | 163,648 | $8M | -18,502 | -10.2% | 20Q | SEC ↗ |
| 29 | NewEdge Advisors, LLC | 157,946 | $8M | +3,982 | +2.6% | 33Q | SEC ↗ |
| 30 | Jump Financial, LLC NEW | 154,491 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 31 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 153,301 | $7M | +49,629 | +47.9% | 12Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC | 146,224 | $7M | +113,038 | +340.6% | 2Q | SEC ↗ |
| 33 | Northside Capital Management, LLC | 132,885 | $6M | — | +0.0% | 33Q | SEC ↗ |
| 34 | Fortis Group Advisors, LLC | 123,500 | $6M | -4,873 | -3.8% | 14Q | SEC ↗ |
| 35 | Gilbert Capital Group, Inc. NEW | 115,617 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Sanctuary Advisors, LLC | 111,012 | $5M | +30,335 | +37.6% | 9Q | SEC ↗ |
| 37 | TRUIST FINANCIAL CORP | 98,972 | $5M | -2,846 | -2.8% | 27Q | SEC ↗ |
| 38 | D. E. Shaw & Co., Inc. NEW | 95,122 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Advocate Investing Services LLC | 94,662 | $5M | +6,205 | +7.0% | 3Q | SEC ↗ |
| 40 | LMCG INVESTMENTS, LLC | 92,184 | $4M | +1,415 | +1.6% | 17Q | SEC ↗ |
| 41 | Venture Visionary Partners LLC | 89,083 | $4M | +50 | +0.1% | 13Q | SEC ↗ |
| 42 | Creative Planning | 89,012 | $4M | +768 | +0.9% | 22Q | SEC ↗ |
| 43 | OPPENHEIMER & CO INC | 88,660 | $4M | -1,068 | -1.2% | 15Q | SEC ↗ |
| 44 | Equitable Holdings, Inc. | 86,834 | $4M | -9,196 | -9.6% | 27Q | SEC ↗ |
| 45 | Delos Wealth Advisors, LLC | 86,027 | $4M | +4,234 | +5.2% | 14Q | SEC ↗ |
| 46 | Clal Insurance Enterprises Holdings Lt | 85,400 | $4M | — | +0.0% | 9Q | SEC ↗ |
| 47 | Prostatis Group LLC | 77,276 | $4M | +11,226 | +17.0% | 14Q | SEC ↗ |
| 48 | Advisor OS, LLC | 72,672 | $3M | -649 | -0.9% | 2Q | SEC ↗ |
| 49 | Kestra Advisory Services, LLC | 70,013 | $3M | +10,013 | +16.7% | 24Q | SEC ↗ |
| 50 | SURIENCE PRIVATE WEALTH LLC NEW | 67,334 | $3M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Jump Financial, LLC | 154,491 | $7M |
| Gilbert Capital Group, Inc. | 115,617 | $6M |
| D. E. Shaw & Co., Inc. | 95,122 | $5M |
| SURIENCE PRIVATE WEALTH LLC | 67,334 | $3M |
| Strategic Financial Concepts, LLC | 54,294 | $3M |
| Clear Creek Financial Management, L | 33,419 | $2M |
| AXXCESS WEALTH MANAGEMENT, LLC | 28,926 | $1M |
| Elite Financial, Inc. | 26,930 | $1M |
| Tower Research Capital LLC (TRC) | 24,803 | $1M |
| Atria Investments, Inc | 23,821 | $1M |
| Global Retirement Partners, LLC | 17,194 | $828K |
| LOWE BROCKENBROUGH & CO INC | 17,149 | $826K |
| RVW Wealth, LLC | 11,920 | $574K |
| Simplicity Wealth,LLC | 11,042 | $532K |
| Chevy Chase Trust Holdings, LLC | 8,528 | $411K |
| IFG Advisory, LLC | 8,308 | $400K |
| MILESTONE ASSET MANAGEMENT, LLC | 8,077 | $389K |
| Sequoia Financial Advisors, LLC | 6,345 | $306K |
| Symphony Financial, Ltd. Co. | 5,349 | $258K |
| IHT Wealth Management, LLC | 5,297 | $255K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TLS Advisors LLC | 250,185 | $12M |
| BTS Asset Management, Inc. | 180,649 | $9M |
| Leelyn Smith, LLC | 176,553 | $9M |
| Fusion Capital, LLC | 134,580 | $6M |
| TWO SIGMA INVESTMENTS, LP | 130,500 | $6M |
| Arete Wealth Advisors, LLC | 73,205 | $4M |
| Triad Wealth Partners, LLC | 25,122 | $1M |
| Independent Advisor Alliance | 16,779 | $808K |
| RENAISSANCE TECHNOLOGIES LLC | 16,000 | $771K |
| PACIFIC FINANCIAL GROUP INC | 15,141 | $729K |
| TUDOR INVESTMENT CORP ET AL | 13,044 | $628K |
| Corient Private Wealth LLC | 12,512 | $603K |
| Pathstone Holdings, LLC | 10,431 | $502K |
| Kestra Investment Management, LLC | 10,431 | $502K |
| Orion Porfolio Solutions, LLC | 9,202 | $443K |
| Lifeworks Advisors, LLC | 8,678 | $418K |
| FORTRESS FINANCIAL GROUP, LLC | 8,538 | $411K |
| Thompson David Blair | 7,397 | $356K |
| Quantinno Capital Management LP | 7,333 | $353K |
| PRELUDE CAPITAL MANAGEMENT, LLC | 6,000 | $289K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Brookstone Capital Management | +133,471 | +6.3% | 2,247,099 |
| AMERIPRISE FINANCIAL INC | +114,823 | +33.1% | 461,211 |
| GOLDMAN SACHS GROUP INC | +113,038 | +340.6% | 146,224 |
| FLAGSHIP HARBOR ADVISORS, LLC | +95,832 | +95.0% | 196,700 |
| Private Advisor Group, LLC | +62,100 | +17.1% | 424,912 |
| LM Advisors LLC | +54,702 | +1931.6% | 57,534 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +49,629 | +47.9% | 153,301 |
| OSAIC HOLDINGS, INC. | +42,910 | +21.7% | 240,210 |
| ROYAL BANK OF CANADA | +40,865 | +6.3% | 693,188 |
| Cetera Investment Advisers | +35,495 | +13.4% | 301,244 |
| Sanctuary Advisors, LLC | +30,335 | +37.6% | 111,012 |
| Farther Finance Advisors, LLC | +27,109 | +215.0% | 39,715 |
| FRANKLIN RESOURCES INC | +25,908 | +4.6% | 584,537 |
| GTS SECURITIES LLC | +24,637 | +484.9% | 29,718 |
| Continuum Advisory, LLC | +24,328 | +390.0% | 30,566 |
| BANK OF MONTREAL /CAN | +23,866 | +8.5% | 305,487 |
| LANARK FINANCIAL, INC. | +21,110 | +340.4% | 27,312 |
| Y-Intercept (Hong Kong) Ltd | +17,351 | +221.0% | 25,202 |
| UBS Group AG | +15,816 | +2.8% | 573,365 |
| INTERNATIONAL ASSETS INVESTMENT MAN | +12,615 | +181.1% | 19,582 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | -544,748 | -61.2% | 344,685 |
| MORGAN STANLEY | -422,891 | -20.7% | 1,622,981 |
| JPMORGAN CHASE & CO | -380,578 | -64.2% | 212,084 |
| Estate Counselors, LLC | -113,475 | -92.2% | 9,595 |
| Fortune Financial Group, Inc. | -85,766 | -61.5% | 53,802 |
| FLOW TRADERS U.S. LLC | -75,250 | -69.8% | 32,532 |
| AlphaCore Capital LLC | -42,060 | -83.1% | 8,548 |
| STIFEL FINANCIAL CORP | -41,598 | -20.2% | 164,139 |
| Mariner, LLC | -37,060 | -68.5% | 17,015 |
| WELLS FARGO & COMPANY/MN | -36,138 | -7.0% | 482,889 |
| CWM, LLC | -35,227 | -14.9% | 201,339 |
| CreativeOne Wealth, LLC | -26,864 | -29.8% | 63,212 |
| LPL Financial LLC | -24,021 | -1.1% | 2,164,842 |
| Janney Montgomery Scott LLC | -23,350 | -10.1% | 208,277 |
| Winter & Associates, Inc. | -20,588 | -65.1% | 11,042 |
| Focus Partners Advisor Solutions, L | -20,407 | -59.1% | 14,138 |
| Ascentis Independent Advisors | -20,300 | -67.9% | 9,586 |
| Allworth Financial LP | -18,502 | -10.2% | 163,648 |
| Lynx Investment Advisory | -16,730 | -24.0% | 53,053 |
| Medallion Wealth Advisors, LLC | -10,470 | -78.3% | 2,897 |