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Get Institutions for : 
Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)  
$43.24 0.16 (0.37%) as of 4:30 Fri 4/26


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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  : 
3.42 (8.59%)  




 
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
   CONSULTIVA WEALTH MANAGEMENT CORP. 4 - 2023-09-30 5,313 $208,217,000 2,573
   MORGAN STANLEY 986 - 2023-12-31 3,090,216 $131,056,000 -325,141
   LPL FINANCIAL CORP 355 - 2023-12-31 1,850,699 $78,488,000 -52,705
   BANK OF AMERICA CORP /DE/ 1062 - 2023-12-31 1,401,017 $59,417,000 -418,261
   ROYAL BANK OF CANADA 657 - 2023-12-31 1,345,200 $57,050,000 243,323
   FINANCIAL ENGINES ADVISORS L.L.C. 48 - 2023-12-31 1,106,843 $46,941,000 -1,209
   WELLS FARGO & CO/MN 895 - 2023-12-31 681,055 $28,884,000 -71,203
   UBS Group AG 943 - 2023-12-31 660,843 $28,026,000 118,148
   FRANKLIN RESOURCES INC 640 - 2023-12-31 633,873 $26,883,000 47,773
   J P MORGAN CHASE & CO 1494 - 2023-12-31 550,552 $23,349,000 145,905
   AMERIPRISE FINANCIAL INC 1200 - 2023-12-31 530,921 $22,516,000 38,795
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 455 - 2023-12-31 500,284 $21,217,000 -12,250
   INVESCO LTD 1397 - 2023-12-31 462,899 $19,632,000 -7,702
   FMR LLC 1612 - 2023-12-31 454,990 $19,296,000 70,802
   RAYMOND JAMES & ASSOCIATES 824 - 2023-12-31 385,339 $16,342,000 -54,366
   WIN ADVISORS INC 3 *New 2023-12-31 371,793 $15,768,000 371,793
   Atria Wealth Solutions Inc. 113 - 2023-12-31 357,981 $15,182,000 7,876
   Streettalk Advisors LLC 22 - 2023-12-31 355,972 $15,097,000 -89,086
   ENVESTNET ASSET MANAGEMENT INC 1224 - 2023-12-31 339,012 $14,378,000 -61,377
   STIFEL FINANCIAL CORP 657 - 2023-12-31 317,485 $13,464,000 238,334
   COMMONWEALTH EQUITY SERVICES LLC. 598 - 2023-12-31 316,661 $13,430,000 -5,813
   Equitable Holdings Inc. 114 - 2023-12-31 301,729 $12,796,000 32,052
   BANK OF MONTREAL /CAN/ 830 - 2023-12-31 267,204 $11,386,000 24,863
   HANSON MCCLAIN, INC. - 2023-12-31 265,426 $11,257,000 252,857
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 422 - 2023-12-31 227,539 $9,650,000 -4,274
   Shilanski & Associates Inc. 4 - 2024-03-31 214,784 $9,536,000 2,274
   Advisor Group Holdings Inc. 861 - 2023-12-31 210,618 $8,934,000 -85,034
   David Kennon Inc - 2023-12-31 195,239 $8,280,000 528
   Brookstone Capital Management 173 - 2024-03-31 162,946 $7,235,000 -6,861
   JANNEY MONTGOMERY SCOTT LLC 613 - 2023-12-31 167,043 $7,084,000 -112,959
   XML Financial LLC 41 - 2023-12-31 163,836 $6,948,000 -71,108
   Retirement Network 13 - 2023-12-31 154,098 $6,535,000 -9,751
   Private Advisor Group LLC 369 - 2023-12-31 141,259 $5,991,000 2,236
   AE Wealth Management LLC 540 - 2023-12-31 139,358 $5,900,000 9,168
   Northside Capital Management LLC 13 - 2024-03-31 132,885 $5,900,000 0
   GUNMA BANK,LTD. - 2023-12-31 130,000 $5,513,000 -25,000
   RETIREMENT FINANCIAL SOLUTIONS LLC 13 - 2023-12-31 123,195 $5,225,000 7,762
   BB&T CORP 846 - 2023-12-31 123,026 $5,218,000 -10,469
   Fusion Capital LLC - 2023-12-31 114,142 $4,841,000 -2,315
   Goss Wealth Management LLC 363 - 2023-12-31 111,118 $4,686,000 3,236
   Cetera Investment Advisers 513 - 2023-12-31 94,765 $4,019,000 2,407
   CITADEL ADVISORS LLC 1759 - 2023-12-31 91,083 $3,863,000 14,266
   Geneos Wealth Management Inc. - 2023-12-31 89,724 $3,805,000 -32,955
   Capital Investment Advisory Services LLC 54 - 2023-12-31 88,476 $3,752,000 -1,045
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 757 - 2024-03-31 79,625 $3,535,000 -9,525
   NATIXIS 320 - 2023-12-31 80,592 $3,418,000 -1,769
   Fortis Group Advisors LLC 22 - 2023-12-31 79,968 $3,375,000 0
   OPPENHEIMER & CO INC 357 - 2023-12-31 77,115 $3,270,000 5,709
   Bramshill Investments LLC 24 *New 2023-12-31 76,804 $3,257,000 76,804
   MML INVESTORS SERVICES LLC 789 - 2023-12-31 74,842 $3,174,000 -7,976
   ATRIA INVESTMENTS LLC 448 - 2023-12-31 71,145 $3,017,000 -17,223
   COOKSON PEIRCE & CO INC 68 - 2023-12-31 69,609 $2,952,000 2,930
   Venture Visionary Partners LLC 138 - 2023-12-31 67,005 $2,842,000 3,539
   Prostatis Group LLC 18 *New 2023-03-31 68,446 $2,804,000 68,446
   Dynamic Advisors Solutions LLC 256 - 2024-03-31 62,367 $2,769,000 55,566
   Arete Wealth Advisors LLC 97 - 2023-12-31 64,653 $2,742,000 54,705
   MARINER WEALTH ADVISORS, LLC 922 - 2023-12-31 63,489 $2,693,000 823
   HILLTOP HOLDINGS INC. 100 - 2023-12-31 60,671 $2,573,000 1,599
   DAVIDSON D A & CO 433 - 2023-12-31 60,335 $2,559,000 -3,698
   Kowal Investment Group LLC 25 - 2024-03-31 56,846 $2,524,000 -980
   LM Advisors LLC 38 - 2023-12-31 59,060 $2,505,000 0
   MULTIFINANCIAL SECURITIES CORP 432 - 2023-12-31 58,845 $2,496,000 -3,938
   FINANCIAL NETWORK 902 - 2023-12-31 54,968 $2,331,000 -81,541
   Tyche Wealth Partners LLC 39 - 2023-12-31 52,362 $2,221,000 0
   GTS SECURITIES LLC 381 - 2023-12-31 49,124 $2,084,000 12,412
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1943 - 2023-12-31 44,902 $1,904,000 5,129
   Arden Trust Co 56 - 2024-03-31 42,750 $1,898,000 0
   H D Vest Advisory Services 536 - 2023-12-31 41,730 $1,770,000 -2,043
   HIGHTOWER ADVISORS, LLC 1476 - 2023-12-31 41,587 $1,763,000 -230,072
   Delos Wealth Advisors LLC 11 - 2023-12-31 41,298 $1,751,000 -625
   Absolute Capital Management LLC 19 - 2023-12-31 40,319 $1,710,000 5,299
   TOWER RESEARCH CAPITAL LLC 564 - 2023-12-31 40,264 $1,708,000 4,104
   Capital Wealth Alliance LLC - 2023-12-31 38,754 $1,644,000 655
   GSA CAPITAL PARTNERS LLP 204 - 2023-12-31 36,652 $1,554,000 27,685
   Kestra Advisory Services LLC 966 - 2023-12-31 32,409 $1,374,000 -17,759
   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
   Change Path LLC 219 - 2023-12-31 29,074 $1,233,000 2,778
   MERITAGE PORTFOLIO MANAGEMENT 183 - 2023-12-31 29,058 $1,232,000 -5,748
   SILVER OAK SECURITIES Inc 146 - 2023-12-31 28,953 $1,228,000 25,965
   Investors Research Corp 73 - 2023-12-31 28,680 $1,216,000 -805
   PATTEN & PATTEN INC/TN - 2023-12-31 27,475 $1,165,000 -2,140
   MERCER GLOBAL ADVISORS INC /ADV 932 - 2023-12-31 26,317 $1,116,000 512
   Stratos Wealth Partners LTD. 606 - 2024-03-31 24,626 $1,093,000 -2,458
   Summit Financial Wealth Advisors LLC 51 - 2023-12-31 25,737 $1,091,000 2
   COMERICA SECURITIESINC. 197 - 2023-09-30 26,905 $1,054,000 1,988
   Coulter & Justus Financial Services LLC 18 - 2023-12-31 24,685 $1,047,000 3,472
   Clarity Capital Partners LLC 38 - 2023-12-31 24,672 $1,046,000 0
   RVW Wealth LLC 65 - 2024-03-31 23,479 $1,042,000 -1,771
   Parallel Advisors LLC 319 - 2023-12-31 24,203 $1,026,000 -6,108
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 204 - 2024-03-31 22,912 $1,013,000 -11,406
   JANE STREET GROUP LLC 3172 - 2023-12-31 23,864 $1,012,000 5,158
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 967 - 2023-12-31 23,700 $1,005,000 -6,697
   BENJAMIN F. EDWARDS & COMPANY INC. 496 *New 2023-12-31 22,918 $972,000 22,918
   Empirical Asset Management LLC 33 - 2023-12-31 22,772 $966,000 1,202
   FinTrust Capital Advisors LLC 108 - 2023-12-31 22,494 $954,000 5,063
   Integrated Wealth Concepts LLC 735 - 2023-12-31 22,459 $952,000 -486
   TrueWealth Advisors LLC 49 - 2023-12-31 22,419 $951,000 -40,815
   Qube Research & Technologies Ltd 1669 - 2023-12-31 22,382 $949,000 -20
   Magnus Financial Group LLC 123 - 2023-12-31 22,241 $943,000 0
  100 Records found
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