Who Owns XSHD?
Invesco S&P SmallCap High Dividend Low Volatility ETF — Institutional Ownership & 13F Holdings
$13.81
+0.20 (+1.43%)
Market Cap
$74.0M
Shares Outstanding
5,296,863
Institutional Holders
33
Total Inst. Value
$11.3M
% of Float Held
—
QoQ Holder Change
+21
Institutional data as of Q1 2025
New Positions
12
Closed Positions
5
Increased
12
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $3.5M | 250 |
| 2 | Concord Wealth Partners | $1.4M | 97,268 |
| 3 | Concord Asset Management, LLC/VA | $1.3M | 101,930 |
| 4 | Cetera Investment AdvisersNew | $1.2M | 85,046 |
| 5 | TWO SIGMA INVESTMENTS, LP | $693K | 49,910 |
| 6 | Investors Research Corp | $616K | 44,408 |
| 7 | Capital Investment Advisory Services, LLC | $425K | 30,625 |
| 8 | Kingsview Wealth Management, LLC | $401K | 28,926 |
| 9 | Elite Financial, Inc. | $329K | 23,750 |
| 10 | IHT Wealth Management, LLC | $293K | 21,113 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +250 | $3.5M |
| Concord Wealth Partners | +22K | $1.4M |
| Concord Asset Management, LLC/VA | +27K | $1.3M |
| Cetera Investment AdvisersNew | +85K | $1.2M |
| TWO SIGMA INVESTMENTS, LP | +31K | $693K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | -28K | $143K |
| IHT Wealth Management, LLC | -4K | $293K |
| UBS Group AG | -3K | $19K |
| Investors Research Corp | -29 | $616K |
| FMR LLC | -4 | $0 |
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Frequently Asked Questions
How many institutional investors hold XSHD?
As of Q1 2025, 33 institutional investors report holding XSHD (Invesco S&P SmallCap High Dividend Low Volatility ETF) in their 13F filings.
Which hedge fund owns the most XSHD?
The largest institutional holder of XSHD is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $3.5M in shares.
Are institutions buying or selling XSHD?
This quarter, 12 institutions opened new positions in XSHD and 5 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.