Who Owns Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD)?Hedge Fund & Institutional Holders
Institutional Holders
41
as of Q4 2025
Total Institutional Value
$1.8850001882000684e+96T
% of Float Held
—
QoQ Change in Holders
+13 / -4
Price History
XSHD — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Concord Wealth Partners | New Position | +147K | +$1.9B |
| Concord Asset Management, LLC/VA | New Position | +147K | +$1.9B |
| Capital Investment Advisory Services, LLC | New Position | +32K | +$405.0M |
| COWA, LLC | Increased | +22K | +$256.8M |
| Ashton Thomas Private Wealth, LLC | New Position | +18K | +$226.0M |
| Eagle Bluffs Wealth Management LLC | New Position | +12K | +$155.0M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | New Position | +2K | +$23.0M |
| US BANCORP \DE\ | New Position | +205 | +$2.0M |
| Indivisible Partners | New Position | +11K | +$143K |
| Heartwood Wealth Advisors LLC | Increased | +12K | +$72K |
| TSFG, LLC | New Position | +4K | +$51K |
| Garton & Associates Financial Advisors LLC | New Position | +80 | +$1K |
| TWO SIGMA INVESTMENTS, LP | New Position | +48K | +$0 |
| MOTCO | New Position | +650 | +$0 |
| Cambridge Investment Research Advisors, Inc. | New Position | +11K | +$0 |
XSHD — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Cetera Investment Advisers | Decreased | -23K | -$1.1B |
| Kingsview Wealth Management, LLC | Closed Position | -26K | -$348.1M |
| Tower Research Capital LLC (TRC) | Decreased | -2K | -$319.5M |
| RAYMOND JAMES FINANCIAL INC | Decreased | -3K | -$296.9M |
| JANE STREET GROUP, LLC | Closed Position | -14K | -$187.4M |
| UBS Group AG | Closed Position | -4K | -$52.6M |
| Allworth Financial LP | Closed Position | -779 | -$10.5M |
| BANK OF AMERICA CORP /DE/ | Decreased | -3K | -$116K |
| Investors Research Corp | Decreased | -363 | -$32K |
Top Institutional Holders(Q4 2025)
XSHD Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 35 | $5.4B | +10 |
| Q3 2025 | 25 | $6.1B | -4 |
| Q2 2025 | 29 | $9.3B | -4 |
| Q1 2025 | 33 | $8.7B | +7 |
| Q4 2024 | 26 | $515.0B | +11 |
| Q3 2024 | 15 | $1.1T | +0 |
| Q2 2024 | 15 | $3.7B | +3 |
| Q1 2024 | 12 | $449.7T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 41 institutional investors hold XSHD (Invesco S&P SmallCap High Dividend Low Volatility ETF). The largest holder is Concord Wealth Partners with $1.9B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own XSHD?
As of Q4 2025, 41 institutional investors report holding XSHD (Invesco S&P SmallCap High Dividend Low Volatility ETF) in their 13F filings.
Who is the largest institutional holder of XSHD?
The largest institutional holder of XSHD is Concord Wealth Partners with $1.9B in shares.
Is institutional ownership of XSHD increasing or decreasing?
This quarter, 13 institutions opened new positions in XSHD and 4 closed their positions.