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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Northside Capital Management LLC 13 - 2024-03-31 132,885 $5,900,000 0
   Arden Trust Co 56 - 2024-03-31 42,750 $1,898,000 0
   Magnus Financial Group LLC 130 - 2024-03-31 22,241 $987,000 0
   McLean Asset Management Corp 47 - 2024-03-31 18,984 $840,000 0
   SFMG, LLC 108 - 2024-03-31 17,011 $755,000 0
   Bleakley Financial Group LLC 511 - 2024-03-31 16,500 $733,000 0
   HBW Advisory Services LLC 147 - 2024-03-31 17,251 $732,000 0
   DAIWA SECURITIES GROUP INC. 817 - 2024-03-31 11,800 $524,000 0
   Atomi Financial Group Inc. 344 - 2024-03-31 11,183 $497,000 0
   RE Dickinson Investment Advisors LLC 30 - 2024-03-31 10,535 $468,000 0
   MITCHELL MCLEOD PUGH & WILLIAMS INC 169 - 2024-03-31 10,284 $457,000 0
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 135 - 2023-12-31 9,438 $400,000 0
   Perigon Wealth Management LLC 633 - 2024-03-31 7,828 $348,000 0
   BOS Asset Management LLC 112 - 2024-03-31 6,362 $282,000 0
   First Personal Financial Services 105 - 2024-03-31 5,765 $256,000 0
   Meridian Wealth Advisors LLC 164 - 2024-03-31 5,250 $233,000 0
   COZAD ASSET MANAGEMENT INC 369 - 2024-03-31 4,910 $218,000 0
   Apollon Wealth Management LLC 1010 - 2024-03-31 4,899 $218,000 0
   Capital Advisors Ltd. LLC 263 - 2024-03-31 4,751 $211,000 0
   SeaCrest Wealth Management LLC 554 - 2024-03-31 4,740 $210,000 0
   GLENMEDE TRUST CO NA 1164 - 2023-12-31 3,781 $160,000 0
   Tyler-Stone Wealth Management 243 - 2023-12-31 2,750 $117,000 0
   Register Financial Advisors LLC 247 - 2024-03-31 2,483 $110,000 0
   AdvisorNet Financial Inc 628 - 2024-03-31 2,268 $101,000 0
   Sugarloaf Wealth Management LLC 231 - 2024-03-31 2,150 $95,000 0
   MCF Advisors LLC 296 - 2024-03-31 2,125 $94,000 0
   Insight Financial Services 19 - 2024-03-31 2,090 $93,000 0
   HBC Financial Services PLLC 48 - 2024-03-31 2,000 $86,000 0
   Cedar Wealth Management LLC 138 - 2023-12-31 1,610 $68,000 0
   MGB Wealth Management LLC 220 - 2024-03-31 1,424 $63,000 0
   JOHNSON FINANCIAL GROUP, INC. 430 - 2023-12-31 1,407 $60,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 290 - 2023-12-31 1,375 $58,000 0
   Financial Perspectives Inc 270 - 2024-03-31 1,226 $54,000 0
   Sutton Wealth Advisors Inc. 236 - 2023-09-30 1,178 $46,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 487 - 2022-12-31 930 $41,000 0
   Nalls Sherbakoff Group LLC 193 - 2023-12-31 820 $35,000 0
   HAZLETT BURT & WATSON INC. 391 - 2024-03-31 670 $30,000 0
   Carmichael Hill & Associates Inc. 370 - 2024-03-31 625 $28,000 0
   PIERSHALE FINANCIAL GROUP, INC. 64 - 2023-06-30 625 $26,000 0
   Westside Investment Management Inc. 454 - 2024-03-31 560 $25,000 0
   Archer Investment Corp 491 - 2024-03-31 550 $24,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 939 - 2024-03-31 500 $22,000 0
   Key Financial Inc 580 - 2024-03-31 500 $21,000 0
   Mascoma Wealth Management LLC 259 - 2024-03-31 451 $20,000 0
   EverSource Wealth Advisors LLC 1315 - 2023-12-31 400 $17,000 0
   Sargent Bickham Lagudis LLC 630 - 2022-12-31 364 $16,000 0
   Castleview Partners LLC 505 - 2024-03-31 310 $14,000 0
   CITY HOLDING CO 401 - 2024-03-31 270 $12,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1359 - 2024-03-31 259 $12,000 0
   SUMMIT INVESTMENT ADVISORS INC 2800 - 2023-12-31 255 $11,000 0
   Pacifica Partners Inc. 352 - 2024-03-31 250 $11,000 0
   CVA Family Office LLC 748 - 2024-03-31 200 $9,000 0
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 177 - 2024-03-31 150 $7,000 0
   Efficient Wealth Management LLC 464 - 2024-03-31 100 $5,000 0
   AllSquare Wealth Management LLC 420 - 2024-03-31 118 $5,000 0
   Beacon Capital Management LLC 696 - 2023-12-31 100 $4,000 0
   CFG ASSET MANAGEMENT LLC 335 - 2024-03-31 57 $3,000 0
   CHILTON CAPITAL MANAGEMENT LLC 531 - 2024-03-31 59 $3,000 0
   Rosenberg Matthew Hamilton 768 - 2024-03-31 19 $1,000 0
   SRS Capital Advisors Inc. 1174 - 2023-12-31 28 $1,000 0
   JJJ Advisors Inc. 950 - 2024-03-31 26 $1,000 0
   Larson Financial Group LLC 1478 - 2024-03-31 25 $1,000 0
   SIGNATUREFD, LLC 3079 - 2024-03-31 6 $0 0
   Atlantic Edge Private Wealth Management LLC 485 - 2024-03-31 4 $0 0
   Front Row Advisors LLC 562 - 2023-12-31 3 $0 0
   HOLLENCREST SECURITIES LLC 1076 - 2024-03-31 3 $0 0
  66 Records found
  1    
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