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Get Institutions for : 
Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)  
$44.82 0.09 (0.2%) as of 4:30 Fri 5/10


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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  : 
5.00 (12.56%)  




 
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  
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            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
   LPL FINANCIAL CORP 365 - 2024-03-31 1,933,602 $85,852,000 82,903
   ROYAL BANK OF CANADA 657 - 2023-12-31 1,345,200 $57,050,000 243,323
   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 1542 - 2024-03-31 558,699 $24,806,000 8,147
   AMERIPRISE FINANCIAL INC 1200 - 2023-12-31 530,921 $22,516,000 38,795
   Streettalk Advisors LLC 20 - 2024-03-31 448,124 $19,897,000 92,152
   FMR LLC 1612 - 2023-12-31 454,990 $19,296,000 70,802
   Atria Wealth Solutions Inc. 113 - 2023-12-31 357,981 $15,182,000 7,876
   STIFEL FINANCIAL CORP 657 - 2023-12-31 317,485 $13,464,000 238,334
   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
   Shilanski & Associates Inc. 4 - 2024-03-31 214,784 $9,536,000 2,274
   GUNMA BANK,LTD. 13 - 2024-03-31 190,000 $8,436,000 60,000
   Absolute Capital Management LLC 4 - 2024-03-31 142,865 $6,343,000 102,546
   RETIREMENT FINANCIAL SOLUTIONS LLC 13 - 2024-03-31 134,219 $5,959,000 11,024
   AE Wealth Management LLC 540 - 2023-12-31 139,358 $5,900,000 9,168
   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
   Geneos Wealth Management Inc. 141 - 2024-03-31 90,146 $4,002,000 422
   CITADEL ADVISORS LLC 1759 - 2023-12-31 91,083 $3,863,000 14,266
   OPPENHEIMER & CO INC 354 - 2024-03-31 78,239 $3,474,000 1,124
   CITIGROUP INC 1445 - 2024-03-31 76,127 $3,380,000 71,403
   COOKSON PEIRCE & CO INC 70 - 2024-03-31 73,392 $3,259,000 3,783
   Venture Visionary Partners LLC 138 - 2023-12-31 67,005 $2,842,000 3,539
   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
   Delos Wealth Advisors LLC 12 - 2024-03-31 54,911 $2,438,000 13,613
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1634 - 2024-03-31 49,783 $2,210,000 4,881
   GTS SECURITIES LLC 381 - 2023-12-31 49,124 $2,084,000 12,412
   TOWER RESEARCH CAPITAL LLC 564 - 2023-12-31 40,264 $1,708,000 4,104
   FinTrust Capital Advisors LLC 66 - 2024-03-31 35,213 $1,563,000 12,719
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 755 - 2024-03-31 34,200 $1,518,000 34,200
   PATTEN & PATTEN INC/TN 139 - 2024-03-31 32,725 $1,453,000 5,250
   Investors Research Corp 67 - 2024-03-31 28,687 $1,274,000 7
   Change Path LLC 219 - 2023-12-31 29,074 $1,233,000 2,778
   MERCER GLOBAL ADVISORS INC /ADV 932 - 2023-12-31 26,317 $1,116,000 512
   Clarity Capital Partners LLC 39 - 2024-03-31 24,676 $1,096,000 4
   Sigma Planning Corp 481 - 2024-03-31 23,935 $1,063,000 12,152
   COMERICA SECURITIESINC. 197 - 2023-09-30 26,905 $1,054,000 1,988
   JANE STREET GROUP LLC 3172 - 2023-12-31 23,864 $1,012,000 5,158
   Global Retirement Partners LLC 366 - 2024-03-31 21,802 $968,000 531
   LEE MUNDER CAPITAL GROUP, LLC 199 - 2024-03-31 21,729 $965,000 263
   Patten Group Inc. 122 - 2024-03-31 20,780 $923,000 1,947
   IMS CAPITAL MANAGEMENT 59 - 2023-12-31 21,151 $897,000 893
   L.M. KOHN & COMPANY 87 - 2024-03-31 19,670 $873,000 5
   Park Edge Advisors LLC 59 - 2024-03-31 18,990 $843,000 9,593
   Strategic Financial Group LLC - 2023-12-31 19,823 $841,000 5
   INTERACTIVE FINANCIAL ADVISORS 41 - 2024-03-31 16,699 $741,000 10,691
   Western Wealth Management LLC 288 - 2024-03-31 15,895 $706,000 216
   Curran Financial Partners LLC 55 - 2024-03-31 15,429 $685,000 1,434
   Claraphi Advisory Network LLC 120 - 2022-12-31 12,904 $566,000 6,433
   HB Wealth Management LLC 490 - 2024-03-31 11,652 $517,000 16
   Financial Advocates Investment Management 450 - 2024-03-31 11,617 $516,000 289
   EPG Wealth Management LLC 158 - 2023-12-31 12,368 $509,000 177
   HRT FINANCIAL LLC 1286 - 2023-12-31 11,087 $470,000 5,772
   Sunbelt Securities Inc. 339 - 2024-03-31 10,397 $462,000 119
   NCM Capital Management LLC 94 - 2023-12-31 10,412 $442,000 3,712
   Financial Insights Inc. 114 - 2024-03-31 9,765 $434,000 250
   Newbridge Financial Services Group Inc. 116 - 2024-03-31 9,027 $401,000 311
   Envestnet Portfolio Solutions Inc. 1210 - 2024-03-31 8,911 $396,000 122
   Crescent Grove Advisors LLC 203 - 2024-03-31 8,773 $390,000 593
   Second Half Financial Partners LLC 49 - 2024-03-31 8,636 $383,000 412
   SYKON CAPITAL LLC 74 - 2024-03-31 8,553 $380,000 1,544
   IFP Advisors Inc 676 - 2023-12-31 8,537 $362,000 1,231
   HPM Partners LLC - 2023-12-31 7,849 $333,000 7,849
   Guardian Asset Advisors LLC 72 - 2024-03-31 7,188 $319,000 29
   OPPENHEIMER ASSET MANAGEMENT INC 948 - 2024-03-31 7,104 $315,000 78
   Wealth Alliance 389 - 2024-03-31 7,063 $314,000 72
   LEVEL FOUR ADVISORY SERVICES LLC 608 - 2023-12-31 7,045 $299,000 711
   RAYMOND JAMES TRUST CO 1005 - 2024-03-31 6,415 $285,000 792
   Herold Advisors Inc. 227 - 2024-03-31 6,176 $274,000 5
   Koshinski Asset Management Inc. 484 - 2024-03-31 5,481 $243,000 5,481
   TD Waterhouse Canada Inc. 745 - 2024-03-31 5,020 $233,000 3,500
   AFT, FORSYTH & COMPANY, INC. 132 - 2024-03-31 4,939 $219,000 2
   FIFTH THIRD BANCORP 950 - 2024-03-31 4,841 $215,000 1,878
   S&T BANK/PA 96 - 2023-12-31 4,949 $210,000 4,949
   Retirement Group LLC 130 - 2024-03-31 3,578 $159,000 8
   BLAIR WILLIAM & CO/IL 1472 - 2024-03-31 3,021 $134,000 458
   PRINCIPAL SECURITIES INC. 1264 - 2024-03-31 2,250 $100,000 5
   TSFG LLC 206 - 2024-03-31 2,001 $89,000 2,000
   BELLEVUE ASSET MANAGEMENT LLC 122 - 2024-03-31 1,556 $69,000 3
   Bogart Wealth LLC 335 - 2024-03-31 1,457 $65,000 14
   GABLES CAPITAL MANAGEMENT INC. 234 - 2024-03-31 724 $32,000 558
   Financial Freedom LLC 186 - 2024-03-31 728 $32,000 4
   Y.D. More Investments Ltd 302 - 2023-12-31 415 $18,000 295
   First Capital Advisors Group LLC. 450 - 2023-06-30 419 $17,000 419
   VALLEY NATIONAL ADVISERS INC 595 - 2024-03-31 288 $12,000 3
   DHJJ Financial Advisors Ltd. 595 - 2024-03-31 25 $1,000 14
  92 Records found
  1    
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