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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
   GSA CAPITAL PARTNERS LLP 1566 *Closed 2024-03-31 0 $0 -36,652
   Strategic Advocates LLC 131 *Closed 2024-03-31 0 $0 -6,551
   WEXFORD CAPITAL LLC 220 *Closed 2023-12-31 0 $0 -19,289
   Keystone Financial Group 305 *Closed 2023-12-31 0 $0 -173,858
   GOLDMAN SACHS GROUP INC/ 4607 *Closed 2023-12-31 0 $0 -34,827
   MODERA WEALTH MANAGEMENT, LLC 532 *Closed 2023-12-31 0 $0 -3,240
   Steel Peak Wealth Management LLC 449 *Closed 2024-03-31 0 $0 -34,222
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 1564 *Closed 2023-12-31 0 $0 -16,200
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 700 *Closed 2024-03-31 0 $0 -11,188
   BENJAMIN F. EDWARDS & COMPANY INC. 2126 *Closed 2024-03-31 0 $0 -22,918
   PETERSON WEALTH MANAGEMENT 57 *Closed 2023-12-31 0 $0 -10,271
   Coulter & Justus Financial Services LLC 121 *Closed 2024-03-31 0 $0 -24,685
   CI Private Wealth LLC 2279 *Closed 2023-12-31 0 $0 -5,446
   Northeast Financial Consultants Inc 289 *Closed 2023-12-31 0 $0 -10,869
   WARREN AVERETT ASSET MANAGEMENT, LLC 463 *Closed 2023-12-31 0 $0 -139,379
   LAZARD ASSET MANAGEMENT LLC 2182 *Closed 2023-12-31 0 $0 -11,867
   Cooksen Wealth LLC 59 *Closed 2024-03-31 0 $0 -2,172
   Eagle Strategies LLC 323 *Closed 2024-03-31 0 $0 -6,392
   Wealthfront Advisers LLC 871 *Closed 2024-03-31 0 $0 -4,890
   BAKER AVENUE ASSET MANAGEMENT, LP 1286 *Closed 2023-12-31 0 $0 -106
   VALMARK ADVISERS INC 494 *Closed 2023-12-31 0 $0 -5,823
   Sound Income Strategies LLC 1380 *Closed 2024-03-31 0 $0 -994
   Calton & Associates Inc. 221 *Closed 2024-03-31 0 $0 -8,424
   Headlands Technologies LLC 1279 *Closed 2023-12-31 0 $0 -96
   FISCHER INVESTMENT STRATEGIES LLC 33 *Closed 2023-12-31 0 $0 -131,589
   CHOATE INVESTMENT ADVISORS 430 *Closed 2023-12-31 0 $0 -1,350
   Kovack Advisors Inc. 567 *Closed 2024-03-31 0 $0 -7,464
   Koshinski Asset Management Inc. 630 *Closed 2023-12-31 0 $0 -5,390
   Archetype Wealth Partners LLC 110 *Closed 2023-12-31 0 $0 -5,211
   Missouri Trust & Investment Co 444 *Closed 2023-12-31 0 $0 -300
   Continuum Advisory LLC 468 *Closed 2023-12-31 0 $0 -5,153
   Laurel Wealth Advisors LLC 595 *Closed 2023-12-31 0 $0 -2
   M&R CAPITAL MANAGEMENT INC 600 *Closed 2024-03-31 0 $0 -227
   BALDWIN BROTHERS INC/MA 738 *Closed 2024-03-31 0 $0 -219
  34 Records found
  1    
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