Who owns Invesco S&P SmallCap 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 XSHD from SEC Form 13F filings across 36 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, 36 institutions disclosed 1.2M shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $17.5M — about 24.2% of shares outstanding; the largest disclosed holder is Heartwood Wealth Advisors LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
36
13F holders
$17.5M
value, 2026 filers
24.2%
of shares outstanding (1.2M sh)
8
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 XSHD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | 185,226 | $2.6M | 0.2% | 3.6% | +5.1% |
| 2 | Concord Wealth Partners | 174,640 | $2.5M | 0.3% | 3.4% | -2.3% |
| 3 | Concord Asset Management, LLC/VA | 173,987 | $2.5M | 0.4% | 3.4% | -2.1% |
| 4 | IHT Wealth Management, LLC | 155,940 | $2.2M | 0.0% | 3.1% | +3.2% |
| 5 | LPL Financial LLC | 131,279 | $1.9M | 0.0% | 2.6% | -70.5% |
| 6 | COWA, LLC | 68,848 | $972,134 | 0.2% | 1.3% | -6.5% |
| 7 | Tower Research Capital LLC (TRC)NEW | 56,692 | $800,491 | 0.0% | 1.1% | new |
| 8 | Cetera Investment Advisers | 39,473 | $557,357 | 0.0% | 0.8% | -6.8% |
| 9 | Capital Investment Advisory Services, LLC | 31,625 | $446,545 | 0.0% | 0.6% | 0.0% |
| 10 | Global Retirement Partners, LLCNEW | 28,513 | $402,598 | 0.0% | 0.6% | new |
| 11 | TWO SIGMA INVESTMENTS, LP | 26,810 | $378,557 | 0.0% | 0.5% | -45.0% |
| 12 | Financial Solutions Advisory Group, Inc.NEW | 26,199 | $367,572 | 0.0% | 0.5% | new |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,444 | $274,549 | 0.0% | 0.4% | +3.4% |
| 14 | Ashton Thomas Private Wealth, LLC | 18,898 | $266,840 | 0.0% | 0.4% | 0.0% |
| 15 | CITADEL ADVISORS LLCNEW | 18,795 | $265,385 | 0.0% | 0.4% | new |
| 16 | ROYAL BANK OF CANADANEW | 17,343 | $245,000 | 0.0% | 0.3% | new |
| 17 | Wealthcare Advisory Partners LLCNEW | 12,236 | $172,772 | 0.0% | 0.2% | new |
| 18 | Rossby Financial, LCCNEW | 12,171 | $171,855 | 0.0% | 0.2% | new |
| 19 | Indivisible Partners | 11,238 | $158,681 | 0.0% | 0.2% | 0.0% |
| 20 | Eagle Bluffs Wealth Management LLC | 10,549 | $148,952 | 0.0% | 0.2% | 0.0% |
| 21 | OSAIC HOLDINGS, INC. | 5,106 | $72,097 | 0.0% | 0.1% | +12.6% |
| 22 | Graney & King, LLC | 3,743 | $52,850 | 0.0% | 0.1% | -6.5% |
| 23 | Farther Finance Advisors, LLC | 2,969 | $41,928 | 0.0% | 0.1% | 0.0% |
| 24 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,873 | $26,597 | 0.0% | 0% | 0.0% |
| 25 | SIMPLEX TRADING, LLC | 1,595 | $22,521 | 0.0% | 0% | +76.6% |
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.