Who owns Invesco S&P 500 High Dividend Low Volatility ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SPHD from SEC Form 13F filings across 360 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 360 institutions disclosed 21.5M shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.09B — about 34.1% of shares outstanding; the largest disclosed holder is Brookstone Capital Management. Source: SEC Form 13F filings, parsed by EvidInvest.
360
13F holders
$1.09B
value, 2026 filers
34.1%
of shares outstanding (21.5M sh)
51
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SPHD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 2.2M | $114.2M | 1.1% | 3.6% | +6.3% |
| 2 | LPL Financial LLC | 2.2M | $110.1M | 0.0% | 3.4% | -1.1% |
| 3 | MORGAN STANLEY | 1.6M | $82.5M | 0.0% | 2.6% | -20.7% |
| 4 | BANK OF AMERICA CORP /DE/ | 1.3M | $67.5M | 0.0% | 2.1% | +0.8% |
| 5 | RAYMOND JAMES FINANCIAL INC | 698,536 | $35.5M | 0.0% | 1.1% | -0.9% |
| 6 | ROYAL BANK OF CANADA | 693,188 | $35.2M | 0.0% | 1.1% | +6.3% |
| 7 | FRANKLIN RESOURCES INC | 584,537 | $29.7M | 0.0% | 0.9% | +4.6% |
| 8 | UBS Group AG | 573,365 | $29.1M | 0.0% | 0.9% | +2.8% |
| 9 | WELLS FARGO & COMPANY/MN | 482,889 | $24.6M | 0.0% | 0.8% | -7.0% |
| 10 | Avidian Wealth Enterprises, LLC | 477,457 | $24.3M | 0.7% | 0.8% | +1.8% |
| 11 | AMERIPRISE FINANCIAL INC | 461,211 | $23.5M | 0.0% | 0.7% | +33.1% |
| 12 | Private Advisor Group, LLC | 424,912 | $21.6M | 0.1% | 0.7% | +17.1% |
| 13 | Financial Engines Advisors L.L.C. | 344,685 | $17.5M | 0.0% | 0.5% | -61.2% |
| 14 | BANK OF MONTREAL /CAN/ | 305,487 | $15.5M | 0.0% | 0.5% | +8.5% |
| 15 | Cetera Investment Advisers | 301,244 | $15.3M | 0.0% | 0.5% | +13.4% |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 277,622 | $14.1M | 0.0% | 0.4% | -1.3% |
| 17 | FMR LLC | 261,580 | $13.3M | 0.0% | 0.4% | -3.7% |
| 18 | OSAIC HOLDINGS, INC. | 240,210 | $12.2M | 0.0% | 0.4% | +21.7% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 236,860 | $12.0M | 0.0% | 0.4% | -0.5% |
| 20 | XML Financial, LLC | 232,722 | $11.8M | 0.9% | 0.4% | +3.6% |
| 21 | JONES FINANCIAL COMPANIES LLLP | 221,602 | $11.5M | 0.0% | 0.4% | +5.0% |
| 22 | JPMORGAN CHASE & CO | 212,084 | $11.0M | 0.0% | 0.3% | -64.2% |
| 23 | Janney Montgomery Scott LLC | 208,277 | $10.6M | 0.0% | 0.3% | -10.1% |
| 24 | Cambridge Investment Research Advisors, Inc. | 204,373 | $10.4M | 0.0% | 0.3% | +0.7% |
| 25 | FLAGSHIP HARBOR ADVISORS, LLC | 196,700 | $10.0M | 0.4% | 0.3% | +95.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.