ETF Holders

Who owns SPHD?

US large cap

Invesco S&P 500 High Dividend Low Volatility ETF · Invesco

357 institutions reported holding SPHD, worth $1.1B, in Form 13F filings for June 30, 2026.

13F holders
357
Institutional value
$1.1B
Change from prior quarter
+1.1%
+$11.8M, with price moves
New and sold-out firms
49 / 30
130 added, 102 trimmed

Top 10 institutional holders of SPHD

FirmLocationValueSharesChange
Brookstone Capital ManagementWheaton, IL$114.2M2,247,099+133,471 shares
LPL Financial LLCFort Mill, SC$110.1M2,164,842−24,021 shares
Morgan StanleyNew York, NY$82.5M1,622,981−422,891 shares
Bank of America Corp.Charlotte, NC$67.5M1,328,231+10,503 shares
Raymond James Financial Inc.St. Petersburg, FL$35.5M698,536−6,515 shares
Royal Bank of CanadaToronto, Ontario, Canada$35.2M693,188+40,865 shares
Franklin Resources Inc.San Mateo, CA$29.7M584,537+25,908 shares
UBS Group AGZurich, Switzerland$29.1M573,365+15,816 shares
Wells Fargo & CompanySan Francisco, CA$24.6M482,889−36,138 shares
Avidian Wealth Enterprises, LLCHouston, TX$24.3M477,457+8,500 shares
347 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns SPHD?

357 institutional managers reported holding SPHD in Form 13F filings for June 30, 2026, worth $1.1B in total. The largest reported position was held by Brookstone Capital Management, at $114.2M.

Did institutions buy or sell SPHD last quarter?

Reported 13F value rose 1.1% from March 31, 2026, which includes price moves as well as buying and selling. 49 firms reported a new position and 30 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is SPHD ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.