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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
   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
   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
   INVESCO LTD 1397 - 2023-12-31 462,899 $19,632,000 -7,702
   RAYMOND JAMES & ASSOCIATES 902 - 2024-03-31 351,359 $15,600,000 -33,980
   ENVESTNET ASSET MANAGEMENT INC 1224 - 2023-12-31 339,012 $14,378,000 -61,377
   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. 861 - 2023-12-31 210,618 $8,934,000 -85,034
   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 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 402 - 2024-03-31 134,558 $5,974,000 -6,701
   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
   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
   NATIXIS 320 - 2023-12-31 80,592 $3,418,000 -1,769
   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
   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
   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 41 - 2024-03-31 50,284 $2,233,000 -2,078
   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
   Fortis Group Advisors LLC 69 - 2024-03-31 38,130 $1,693,000 -41,838
   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
   MERITAGE PORTFOLIO MANAGEMENT 187 - 2024-03-31 28,623 $1,271,000 -435
   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
   Stratos Wealth Partners LTD. 606 - 2024-03-31 24,626 $1,093,000 -2,458
   Summit Financial Wealth Advisors LLC 53 - 2024-03-31 24,114 $1,071,000 -1,623
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 967 - 2023-12-31 23,700 $1,005,000 -6,697
   Integrated Wealth Concepts LLC 735 - 2023-12-31 22,459 $952,000 -486
   Qube Research & Technologies Ltd 1669 - 2023-12-31 22,382 $949,000 -20
   AlphaCore Capital LLC 107 - 2023-12-31 21,886 $928,000 -8,890
   PROSPERA FINANCIAL SERVICES 507 - 2023-12-31 20,251 $859,000 -389
   DAVENPORT & CO LLC 636 - 2024-03-31 19,123 $849,000 -644
   TrueWealth Advisors LLC 64 - 2024-03-31 18,962 $842,000 -3,457
   PRUDENTIAL FINANCIAL INC 1911 - 2023-12-31 19,790 $839,000 -6,772
   Gladstone Institutional Advisory LLC 335 - 2023-12-31 18,078 $767,000 -620
   PRIVATE TRUST CO NA 265 - 2024-03-31 17,236 $765,000 -784
   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
   Lifeworks Advisors LLC 93 - 2023-12-31 16,840 $714,000 -603
   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
   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
   Curbstone Financial Management Corp 142 - 2024-03-31 13,600 $604,000 -200
   Capital Analysts Inc. 294 - 2023-12-31 13,828 $587,000 -774
   Nelson Van Denburg & Campbell Wealth Management Gr 412 - 2024-03-31 12,672 $558,000 -759
   Holt Capital Advisors L.L.C. dba Holt Capital Part 110 - 2023-12-31 13,000 $551,000 -2,000
   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
   ADVISORY SERVICES NETWORK, LLC 914 - 2023-12-31 11,084 $470,000 -3,370
   RE Dickinson Investment Advisors LLC 27 - 2023-12-31 10,535 $447,000 -700
   NBC SECURITIES INC. 473 - 2024-03-31 9,937 $441,000 -323
   Advisory Alpha LLC - 2023-12-31 10,152 $431,000 -413
   Steward Partners Investment Advisory LLC 1062 - 2023-12-31 10,034 $426,000 -780
   WIN ADVISORS INC 40 - 2024-03-31 9,577 $425,000 -362,216
   Ameritas Advisory Services LLC 473 - 2023-12-31 9,693 $407,000 -1,109
   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
   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
   Baird Financial Group Inc. 1458 - 2023-12-31 8,498 $360,000 -1,162
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1395 - 2023-09-30 9,007 $353,000 -2,500
   Second Half Financial Partners LLC 38 - 2023-12-31 8,224 $349,000 -600
   NATIONAL ASSET MANAGEMENT, INC. 987 - 2023-12-31 8,118 $344,000 -365
   Householder Group Estate & Retirement Specialist L 176 - 2024-03-31 7,488 $332,000 -6,135
   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
   OPPENHEIMER ASSET MANAGEMENT INC 989 - 2023-12-31 7,026 $298,000 -148
   Olistico Wealth LLC 89 - 2024-03-31 6,561 $291,000 -305
   Merit Financial Group LLC 637 - 2023-12-31 6,709 $285,000 -338
   HAVERFORD TRUST CO 348 - 2024-03-31 6,000 $266,000 -14,800
   IFG Advisory LLC 491 - 2023-12-31 6,220 $264,000 -1,600
   PACIFIC SUN FINANCIAL CORP 153 - 2024-03-31 5,910 $262,000 -200
   COMERICA BANK 2165 - 2023-12-31 5,919 $251,000 -2,731
   US BANCORP 1920 - 2023-12-31 5,471 $232,000 -1,277
   Buckingham Strategic Partners 378 - 2023-12-31 5,261 $223,000 -1,634
   SMITH MOORE & CO. 380 - 2023-12-31 5,181 $220,000 -300
   CREATIVE PLANNING 2333 - 2023-12-31 5,160 $219,000 -12,492
   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
  100 Records found
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