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Get Institutions for : 
Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)  
$44.31 0.09 (0.2%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 291    15
Total shares held : 
 22,998,866  
% of shares held : 
 33.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -42  
Amount of shares held : 
 -992,749  
% of shares held change : 
   -1.45%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $38.44  
Last Quarter's Ending Price : 
 $42.41  
Last Quarter's Average Price : 
 $39.82  
Change from last quarter's     
avg. price to the last closing  : 
4.49 (11.28%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 630,246
 2.74%
 
Increased Positions :
89
 1,644,774
 7.15%
 
Unchanged Positions :
64
 451,864
 1.96%
 
Decreased Positions :
116
-2,313,689
-10.06%
 
Closed Positions :
37
-954,080
-4.15%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1064 - 2024-03-31 2,703,496 $120,035,000 -386,720
   BANK OF AMERICA CORP /DE/ 1230 - 2024-03-31 1,257,911 $55,851,000 -143,106
   ROYAL BANK OF CANADA 718 - 2024-03-31 1,088,171 $48,314,000 -257,029
   FINANCIAL ENGINES ADVISORS L.L.C. 48 - 2024-03-31 1,086,590 $48,245,000 -20,253
   FRANKLIN RESOURCES INC 741 - 2024-03-31 582,953 $25,883,000 -50,920
   UBS Group AG 1103 - 2024-03-31 534,292 $23,723,000 -126,551
   WELLS FARGO & CO/MN 1036 - 2024-03-31 525,675 $23,340,000 -155,380
   INVESCO LTD 1476 - 2024-03-31 423,964 $18,824,000 -38,935
   AMERIPRISE FINANCIAL INC 1385 - 2024-03-31 384,858 $17,108,000 -146,063
   RAYMOND JAMES & ASSOCIATES 902 - 2024-03-31 351,359 $15,600,000 -33,980
   COMMONWEALTH EQUITY SERVICES LLC. 649 - 2024-03-31 309,240 $13,730,000 -7,421
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 682 - 2024-03-31 293,280 $13,022,000 -207,004
   HANSON MCCLAIN, INC. 107 - 2024-03-31 261,794 $11,624,000 -3,632
   Advisor Group Holdings Inc. 734 - 2024-03-31 205,309 $9,116,000 -5,309
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 501 - 2024-03-31 196,861 $8,741,000 -30,678
   Brookstone Capital Management 173 - 2024-03-31 162,946 $7,235,000 -6,861
   JANNEY MONTGOMERY SCOTT LLC 632 - 2024-03-31 158,404 $7,033,000 -8,639
   XML Financial LLC 39 - 2024-03-31 153,605 $6,820,000 -10,231
   Private Advisor Group LLC 402 - 2024-03-31 134,558 $5,974,000 -6,701
   STIFEL FINANCIAL CORP 1167 - 2024-03-31 108,042 $4,797,000 -209,443
   BB&T CORP 905 - 2024-03-31 103,254 $4,584,000 -19,772
   Capital Investment Advisory Services LLC 51 - 2024-03-31 87,192 $3,871,000 -1,284
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 757 - 2024-03-31 79,625 $3,535,000 -9,525
   David Kennon Inc 20 - 2024-03-31 74,050 $3,288,000 -121,189
   ATRIA INVESTMENTS LLC 448 - 2023-12-31 71,145 $3,017,000 -17,223
   MML INVESTORS SERVICES LLC 881 - 2024-03-31 65,011 $2,887,000 -9,831
   DAVIDSON D A & CO 445 - 2024-03-31 60,292 $2,677,000 -43
   MARINER WEALTH ADVISORS, LLC 977 - 2024-03-31 58,936 $2,617,000 -4,553
   Kowal Investment Group LLC 25 - 2024-03-31 56,846 $2,524,000 -980
   Tyche Wealth Partners LLC 41 - 2024-03-31 50,284 $2,233,000 -2,078
   HIGHTOWER ADVISORS, LLC 1484 - 2024-03-31 38,266 $1,699,000 -3,321
   H D Vest Advisory Services 578 - 2024-03-31 38,244 $1,698,000 -3,486
   Fortis Group Advisors LLC 69 - 2024-03-31 38,130 $1,693,000 -41,838
   FINANCIAL NETWORK 1114 - 2024-03-31 38,079 $1,691,000 -16,889
   RDA Financial Network 65 - 2024-03-31 29,162 $1,295,000 -40
   Sawtooth Asset Management Inc. 383 - 2023-12-31 30,458 $1,292,000 -1,549
   MERITAGE PORTFOLIO MANAGEMENT 187 - 2024-03-31 28,623 $1,271,000 -435
   TOWER RESEARCH CAPITAL LLC 442 - 2024-03-31 27,439 $1,218,000 -12,825
   Stratos Wealth Partners LTD. 606 - 2024-03-31 24,626 $1,093,000 -2,458
   HILLTOP HOLDINGS INC. 208 - 2024-03-31 24,369 $1,082,000 -36,302
   Summit Financial Wealth Advisors LLC 53 - 2024-03-31 24,114 $1,071,000 -1,623
   Parallel Advisors LLC 350 - 2024-03-31 23,651 $1,050,000 -552
   RVW Wealth LLC 65 - 2024-03-31 23,479 $1,042,000 -1,771
   MERCER GLOBAL ADVISORS INC /ADV 948 - 2024-03-31 23,056 $1,026,000 -3,261
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 204 - 2024-03-31 22,912 $1,013,000 -11,406
   AE Wealth Management LLC 647 - 2024-03-31 22,203 $986,000 -117,155
   JANE STREET GROUP LLC 3098 - 2024-03-31 22,025 $978,000 -1,839
   Empirical Asset Management LLC 60 - 2024-03-31 20,980 $932,000 -1,792
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1028 - 2024-03-31 20,472 $909,000 -3,228
   Integrated Wealth Concepts LLC 806 - 2024-03-31 20,051 $890,000 -2,408
   PROSPERA FINANCIAL SERVICES 507 - 2023-12-31 20,251 $859,000 -389
   DAVENPORT & CO LLC 636 - 2024-03-31 19,123 $849,000 -644
   Cetera Investment Advisers 960 - 2024-03-31 19,098 $848,000 -75,667
   TrueWealth Advisors LLC 64 - 2024-03-31 18,962 $842,000 -3,457
   GTS SECURITIES LLC 595 - 2024-03-31 18,057 $802,000 -31,067
   PRIVATE TRUST CO NA 265 - 2024-03-31 17,236 $765,000 -784
   PRUDENTIAL FINANCIAL INC 1968 - 2024-03-31 16,981 $754,000 -2,809
   J.W. COLE ADVISORS INC. 412 - 2024-03-31 16,935 $752,000 -701
   Fifth Third Securities Inc. 172 - 2024-03-31 16,826 $747,000 -15,475
   Gladstone Institutional Advisory LLC 335 - 2024-03-31 16,649 $739,000 -1,429
   Lifeworks Advisors LLC 106 - 2024-03-31 16,548 $735,000 -292
   Cornerstone Wealth Management LLC 254 - 2024-03-31 15,980 $710,000 -378
   Ahrens Investment Partners LLC 58 - 2023-03-31 15,735 $664,000 -467
   Quadcap Wealth Management LLC 163 - 2024-03-31 14,883 $661,000 -175
   IAM Advisory LLC 64 - 2024-03-31 14,832 $659,000 -499
   Mutual Advisors LLC 612 - 2024-03-31 14,170 $629,000 -7,397
   TOCQUEVILLE ASSET MANAGEMENT LP 383 - 2024-03-31 13,827 $614,000 -6,035
   Curbstone Financial Management Corp 142 - 2024-03-31 13,600 $604,000 -200
   Nelson Van Denburg & Campbell Wealth Management Gr 412 - 2024-03-31 12,672 $558,000 -759
   Intrua Financial LLC 170 - 2023-03-31 13,321 $542,000 -6,115
   Shulman DeMeo Asset Management LLC 60 - 2024-03-31 11,880 $527,000 -540
   FIRST HEARTLAND CONSULTANTS INC 246 - 2024-03-31 11,575 $514,000 -1,010
   NBC SECURITIES INC. 473 - 2024-03-31 9,937 $441,000 -323
   ADVISORY SERVICES NETWORK, LLC 1008 - 2024-03-31 9,728 $432,000 -1,356
   WIN ADVISORS INC 40 - 2024-03-31 9,577 $425,000 -362,216
   ESSEX FINANCIAL SERVICES INC 370 - 2024-03-31 8,795 $390,000 -4,190
   Coastal Investment Advisors Inc. 274 - 2024-03-31 8,719 $387,000 -1,639
   Baird Financial Group Inc. 1479 - 2024-03-31 8,486 $377,000 -12
   Joseph P. Lucia & Associates LLC 87 - 2024-03-31 8,301 $369,000 -1,710
   LINCOLN NATIONAL CORP 861 - 2024-03-31 8,152 $362,000 -8,018
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1395 - 2023-09-30 9,007 $353,000 -2,500
   HPM Partners LLC 1782 - 2024-03-31 7,790 $346,000 -59
   Householder Group Estate & Retirement Specialist L 176 - 2024-03-31 7,488 $332,000 -6,135
   Orion Portfolio Solutions LLC 1437 - 2024-03-31 7,041 $313,000 -1,778
   Apollon Financial LLC 119 - 2024-03-31 7,024 $312,000 -350
   CWM LLC 1299 - 2024-03-31 7,025 $312,000 -2,159
   Fundamentun LLC 160 - 2024-03-31 7,000 $311,000 -5,733
   NCM Capital Management LLC 125 - 2024-03-31 6,700 $297,000 -3,712
   Concurrent Investment Advisors LLC 675 - 2024-03-31 6,639 $295,000 -181
   Merit Financial Group LLC 714 - 2024-03-31 6,662 $292,000 -47
   Olistico Wealth LLC 89 - 2024-03-31 6,561 $291,000 -305
   Advisory Alpha LLC 322 - 2024-03-31 6,038 $268,000 -4,114
   HAVERFORD TRUST CO 348 - 2024-03-31 6,000 $266,000 -14,800
   PACIFIC SUN FINANCIAL CORP 153 - 2024-03-31 5,910 $262,000 -200
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 305 - 2024-03-31 5,797 $257,000 -1
   MONEY CONCEPTS CAPITAL CORP 367 - 2024-03-31 4,868 $216,000 -89
   Capital Advisors Wealth Management LLC 146 - 2024-03-31 4,779 $212,000 -18
   Lido Advisors LLC 1101 - 2024-03-31 4,731 $210,000 -10
   GRADIENT INVESTMENTS LLC 287 - 2024-03-31 4,705 $209,000 -1,800
   WEST CHESTER CAPITAL ADVISORS INC 42 - 2023-09-30 5,135 $201,000 -412
  100 Records found
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