Who Owns SPHD?
Invesco S&P 500 High Dividend Low Volatility ETF — Institutional Ownership & 13F Holdings
$50.15
-0.26 (-0.52%)
Market Cap
$3.4B
Shares Outstanding
66,641,143
Institutional Holders
334
Total Inst. Value
$977.2M
% of Float Held
—
QoQ Holder Change
+137
Institutional data as of Q1 2025
New Positions
81
Closed Positions
38
Increased
108
Decreased
85
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $146.9M | 2,925,502 |
| 2 | ROYAL BANK OF CANADA | $57.9M | 1,151,885 |
| 3 | AMERIPRISE FINANCIAL INC | $57.2M | 1,138,820 |
| 4 | BANK OF AMERICA CORP /DE/ | $55.6M | 1,106,516 |
| 5 | Financial Engines Advisors L.L.C. | $49.3M | 980,599 |
| 6 | RAYMOND JAMES FINANCIAL INC | $34.4M | 685,522 |
| 7 | FRANKLIN RESOURCES INC | $33.5M | 667,317 |
| 8 | UBS Group AG | $30.9M | 616,165 |
| 9 | WELLS FARGO & COMPANY/MN | $30.9M | 615,153 |
| 10 | FMR LLC | $27.4M | 544,613 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| ROYAL BANK OF CANADA | +21K | $57.9M |
| AMERIPRISE FINANCIAL INC | +435K | $57.2M |
| RAYMOND JAMES FINANCIAL INC | +86K | $34.4M |
| FRANKLIN RESOURCES INC | +8K | $33.5M |
| UBS Group AG | +79K | $30.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| STIFEL FINANCIAL CORP | -162K | $12.6M |
| FMR LLC | -126K | $27.4M |
| BARINGS LLC | -112K | $18.9M |
| JONES FINANCIAL COMPANIES LLLP | -111K | $42K |
| CITADEL ADVISORS LLC | -108K | $196K |
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Frequently Asked Questions
How many institutional investors hold SPHD?
As of Q1 2025, 334 institutional investors report holding SPHD (Invesco S&P 500 High Dividend Low Volatility ETF) in their 13F filings.
Which hedge fund owns the most SPHD?
The largest institutional holder of SPHD is MORGAN STANLEY with $146.9M in shares.
Are institutions buying or selling SPHD?
This quarter, 81 institutions opened new positions in SPHD and 38 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.