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XSHD Institutional Ownership

Invesco S&P SmallCap High Dividend Low Volatility ETF
1W: -2.4% 1M: -10.0% 3M: -9.1% YTD: +0.2% 1Y: -3.8% 3Y: +0.1% 5Y: -24.0%
$12.83
+0.01 (+0.08%)
 
Weekly Expected Move ±1.4%
$12 $13 $13 $13 $13
ETF CBOE · AUM $65.6M

Institutional Ownership — XSHD

42
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
18M
Total Invested
8
New Positions
6
Increased
14
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (48 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Heartwood Wealth Advisors LLC 185,226 2M +8,953 +5.1% 5Q SEC ↗
2 Concord Wealth Partners 174,640 2M -4,041 -2.3% 10Q SEC ↗
3 Concord Asset Management, LLC/VA 173,987 2M -3,649 -2.1% 10Q SEC ↗
4 IHT Wealth Management, LLC 155,940 2M +4,808 +3.2% 7Q SEC ↗
5 LPL Financial LLC 131,279 2M -314,394 -70.5% 18Q SEC ↗
6 COWA, LLC 68,848 883K -4,800 -6.5% 4Q SEC ↗
7 Tower Research Capital LLC (TRC) NEW 56,692 727K — +0.0% 1Q SEC ↗
8 Cetera Investment Advisers 39,473 506K -2,878 -6.8% 6Q SEC ↗
9 Capital Investment Advisory Services, 31,625 406K — +0.0% 8Q SEC ↗
10 Global Retirement Partners, LLC NEW 28,513 366K — +0.0% 1Q SEC ↗
11 TWO SIGMA INVESTMENTS, LP 26,810 344K -21,900 -45.0% 3Q SEC ↗
12 Financial Solutions Advisory Group, In 26,199 336K +11,373 +76.7% 2Q SEC ↗
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,444 249K +647 +3.4% 4Q SEC ↗
14 Ashton Thomas Private Wealth, LLC 18,898 242K — +0.0% 6Q SEC ↗
15 CITADEL ADVISORS LLC NEW 18,795 241K — +0.0% 1Q SEC ↗
16 ROYAL BANK OF CANADA NEW 17,343 223K — +0.0% 1Q SEC ↗
17 Wealthcare Advisory Partners LLC NEW 12,236 157K — +0.0% 1Q SEC ↗
18 Rossby Financial, LCC NEW 12,171 156K — +0.0% 1Q SEC ↗
19 Indivisible Partners 11,238 144K — +0.0% 3Q SEC ↗
20 Eagle Bluffs Wealth Management LLC 10,549 135K — +0.0% 6Q SEC ↗
21 OSAIC HOLDINGS, INC. 5,106 66K +571 +12.6% 26Q SEC ↗
22 Graney & King, LLC 3,743 48K -260 -6.5% 4Q SEC ↗
23 Farther Finance Advisors, LLC 2,969 38K — +0.0% 8Q SEC ↗
24 INTERNATIONAL ASSETS INVESTMENT MANAGE 1,873 24K — +0.0% 3Q SEC ↗
25 SIMPLEX TRADING, LLC 1,595 20K +692 +76.6% 2Q SEC ↗
26 CONSULTIVA WEALTH MANAGEMENT, CORP. 1,545 20K — +0.0% 10Q SEC ↗
27 IFP Advisors, Inc 1,000 13K — +0.0% 4Q SEC ↗
28 MOTCO 650 8K — +0.0% 6Q SEC ↗
29 Integrated Wealth Concepts LLC NEW 600 8K — +0.0% 1Q SEC ↗
30 Triumph Capital Management 393 5K — +0.0% 4Q SEC ↗
31 MORGAN STANLEY 366 5K -251 -40.7% 19Q SEC ↗
32 US BANCORP \DE 205 3K — +0.0% 3Q SEC ↗
33 HARBOUR INVESTMENTS, INC. 150 2K — +0.0% 15Q SEC ↗
34 FMR LLC NEW 104 1K — +0.0% 1Q SEC ↗
35 VANGUARD ADVISERS INC 14 0K — +0.0% 2Q SEC ↗
36 TD PRIVATE CLIENT WEALTH LLC 1 0K — +0.0% 2Q SEC ↗
37 Signature Equity Partners, LLC 0 0K -29 -100.0% 1Q SEC ↗
38 Investors Research Corp 0 0K -43,776 -100.0% 21Q SEC ↗
39 Kestra Advisory Services, LLC 0 0K -1,835 -100.0% 1Q SEC ↗
40 TSFG, LLC 0 0K -4,000 -100.0% 9Q SEC ↗
41 Sigma Planning Corp 0 0K -55,535 -100.0% 1Q SEC ↗
42 Garton & Associates Financial Advisors 0 0K -80 -100.0% 1Q SEC ↗
43 Cambridge Investment Research Advisors 0 0K -15,779 -100.0% 2Q SEC ↗
44 Sunbelt Securities, Inc. 0 0K -187 -100.0% 2Q SEC ↗
45 Allworth Financial LP 0 0K -779 -100.0% 1Q SEC ↗
46 WELLS FARGO & COMPANY/MN 0 0K -1 -100.0% 15Q SEC ↗
47 RAYMOND JAMES FINANCIAL INC 0 0K -19,172 -100.0% 3Q SEC ↗
48 BANK OF AMERICA CORP /DE 0 0K -5,392 -100.0% 13Q SEC ↗
Biggest Increases (6)
HolderAddedChange %Total Shares
Financial Solutions Advisory Group, +11,373 +76.7% 26,199
Heartwood Wealth Advisors LLC +8,953 +5.1% 185,226
IHT Wealth Management, LLC +4,808 +3.2% 155,940
SIMPLEX TRADING, LLC +692 +76.6% 1,595
SUSQUEHANNA INTERNATIONAL GROUP, LL +647 +3.4% 19,444
OSAIC HOLDINGS, INC. +571 +12.6% 5,106
Biggest Decreases (9)
HolderReducedChange %Total Shares
LPL Financial LLC -314,394 -70.5% 131,279
TWO SIGMA INVESTMENTS, LP -21,900 -45.0% 26,810
COWA, LLC -4,800 -6.5% 68,848
Concord Wealth Partners -4,041 -2.3% 174,640
Concord Asset Management, LLC/VA -3,649 -2.1% 173,987
Cetera Investment Advisers -2,878 -6.8% 39,473
Graney & King, LLC -260 -6.5% 3,743
MORGAN STANLEY -251 -40.7% 366
WELLS FARGO & COMPANY/MN -1 -100.0% 0

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms