Invesco S&P 500 High DividenSPHDETF
13F holders, Q1 2025 (March 31)350holders −13
32new positions
41sold out
3famous investors
$50.17avg. 13F price*
At the end of Q1 2025, 350 institutions reported holding Invesco S&P 500 High Dividen (SPHD) in their 13F filings, down 13 from Q4 2024. 32 opened new positions and 41 sold out. The largest holders were Morgan Stanley ($146.9M), LPL Financial LLC ($139.6M) and Royal Bank of Canada ($57.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 High Dividen
- CUSIP
- 46138E362
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $20.3M |
| Exits | 41 | $38.4M |
All 13F filers, Q4 2024 → Q1 2025: 2,569,081 shares bought and 1,964,611 shares sold, net +604,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 350 holders
| Morgan Stanley | 0.01% | Reduce -1.2% | 2,925,502 | $146.9M |
| LPL Financial LLC | 0.05% | Add +22.0% | 2,779,602 | $139.6M |
| Royal Bank of Canada | 0.01% | Add +1.8% | 1,151,885 | $57.9M |
| Ameriprise Financial Inc. | 0.02% | Add +61.7% | 1,138,820 | $57.2M |
| Bank of America Corp. | 0.00% | Reduce -2.7% | 1,106,516 | $55.6M |
| Financial Engines Advisors L.L.C. | 0.11% | Reduce -1.5% | 980,599 | $49.3M |
| Raymond James Financial Inc. | 0.01% | Add +14.3% | 685,522 | $34.4M |
| Franklin Resources Inc. | 0.01% | Add +1.2% | 667,317 | $33.5M |
| UBS Group AG | 0.01% | Add +14.8% | 616,165 | $30.9M |
| Wells Fargo & Company | 0.01% | Add +13.4% | 615,153 | $30.9M |
| FMR LLC | 0.00% | Reduce -18.8% | 544,613 | $27.4M |
| Avidian Wealth Enterprises, LLC | 0.94% | Reduce -3.5% | 420,252 | $21.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +41.9% | 419,999 | $21.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.6% | 400,459 | $20.1M |
| Barings LLC | 0.48% | Reduce -23.0% | 376,798 | $18.9M |
| Equitable Holdings, Inc. | 0.15% | Reduce -1.3% | 313,188 | $15.7M |
| Bank of Montreal | 0.01% | Reduce -2.6% | 307,445 | $15.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.6% | 304,324 | $15.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.2% | 294,312 | $14.8M |
| Stifel Financial Corp. | 0.01% | Reduce -39.2% | 250,666 | $12.6M |
| Osaic Holdings, Inc. | 0.03% | Add +2.0% | 228,346 | $11.5M |
| Shilanski & Associates, Inc. | 3.47% | Add +2.9% | 221,518 | $11.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +10.3% | 214,169 | $10.8M |
| WESPAC Advisors SoCal, LLC | 2.78% | Reduce -14.8% | 212,525 | $10.7M |
| Cetera Investment Advisers | 0.02% | Reduce -1.0% | 212,384 | $10.7M |
| Allworth Financial LP | 0.06% | Reduce -8.7% | 210,311 | $10.0M |
| XML Financial, LLC | 0.91% | Add +12.0% | 194,871 | $9.8M |
| Private Advisor Group, LLC | 0.06% | Add +2.4% | 192,089 | $9.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.7% | 168,094 | $8.4M |
| Jones Financial Companies LLLP | 0.01% | Add +47.0% | 166,679 | $8.3M |
| Prostatis Group LLC | 2.54% | Add +154.7% | 160,575 | $8.1M |
| Brookstone Capital Management | 0.11% | Add +7.9% | 158,095 | $7.9M |
| Retirement Financial Solutions, LLC | 3.06% | Add +16.9% | 156,686 | $7.9M |
| Leelyn Smith, LLC | 1.39% | Reduce -0.6% | 156,260 | $7.8M |
| Intrinsic Edge Capital Management LLC | 1.58% | New | 150,000 | $7.5M |
| Gunma Bank,Ltd. | 2.35% | No change | 145,000 | $7.3M |
| Truist Financial Corp. | 0.01% | Reduce -16.4% | 136,827 | $6.9M |
| Northside Capital Management, LLC | 1.08% | No change | 132,885 | $6.7M |
| Clal Insurance Enterprises Holdings Ltd | 0.06% | No change | 122,000 | $6.1M |
| Fusion Capital, LLC | 2.31% | Add +2.5% | 120,518 | $6.1M |
| NewEdge Advisors, LLC | 0.03% | Reduce -11.0% | 114,023 | $5.7M |
| Alpha Zero LLC | 4.18% | Add +42.6% | 109,184 | $5.5M |
| Creative Planning | 0.00% | Add +904.1% | 99,460 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -29.9% | 97,226 | $4.9M |
| Fortis Group Advisors, LLC | 0.93% | Add +244.7% | 95,639 | $4.8M |
| Oppenheimer & Co. Inc. | 0.07% | Add +4.9% | 90,841 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -5.9% | 89,206 | $4.5M |
| Geneos Wealth Management Inc. | 0.15% | Add +0.7% | 88,671 | $4.5M |
| Venture Visionary Partners LLC | 0.17% | Add +0.0% | 79,371 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +25.2% | 78,307 | $3.9M |
| Capital Investment Advisory Services, LLC | 0.33% | Reduce -2.6% | 73,753 | $3.7M |
| Delos Wealth Advisors, LLC | 2.80% | Add +0.4% | 70,482 | $3.5M |
| Park Edge Advisors, LLC | 0.97% | Reduce -0.9% | 69,300 | $3.5M |
| Sovran Advisors, LLC | 0.45% | Add +10.0% | 72,767 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +3.9% | 68,120 | $3.4M |
| Arete Wealth Advisors, LLC | 0.26% | Add +0.9% | 67,524 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +21.6% | 65,332 | $3.3M |
| LMCG Investments, LLC | 0.22% | Add +46.7% | 65,302 | $3.3M |
| David Kennon Inc | 1.29% | Reduce -7.6% | 64,414 | $3.2M |
| Atria Investments, Inc | 0.04% | Reduce -42.1% | 62,477 | $3.1M |
| Cookson Peirce & Co. Inc. | 0.15% | Reduce -3.2% | 58,769 | $3.0M |
| LM Advisors LLC | 0.53% | Add +0.9% | 58,022 | $2.9M |
| Mariner, LLC | 0.00% | Reduce -13.6% | 56,983 | $2.9M |
| CreativeOne Wealth, LLC | 0.08% | Add +0.8% | 56,481 | $2.8M |
| Pinnacle Wealth Management Group, Inc. | 1.86% | Reduce -10.3% | 53,083 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -9.4% | 46,471 | $2.3M |
| SteelPeak Wealth, LLC | 0.10% | Reduce -38.3% | 46,236 | $2.3M |
| Tyche Wealth Partners LLC | 0.48% | Add +1.4% | 44,610 | $2.2M |
| Renaissance Technologies | 0.00% | Reduce -33.1% | 43,000 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Add +3.8% | 40,382 | $2.0M |
| Whalen Wealth Management Inc. | 1.34% | New | 39,885 | $2.0M |
| Lynx Investment Advisory | 1.34% | Add +0.6% | 39,875 | $2.0M |
| Private Trust Co. NA | 0.21% | Add +5.8% | 39,792 | $2.0M |
| GWN Securities Inc. | 0.11% | Add +610.2% | 42,044 | $2.0M |
| Washington Trust Bank | 0.20% | Add +179.5% | 39,536 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -4.5% | 39,412 | $2.0M |
| Silver Oak Securities, Incorporated | 0.19% | Add +14092.2% | 39,880 | $2.0M |
| Waverly Advisors, LLC | 0.02% | Add +33.7% | 38,674 | $1.9M |
| Verity Asset Management, Inc. | 0.72% | Add +3.1% | 35,376 | $1.8M |
| Greenberg Financial Group | 0.74% | — | 35,618 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +3.0% | 35,156 | $1.8M |
| Arkadios Wealth Advisors | 0.07% | Add +178.2% | 34,743 | $1.7M |
| Atlas Legacy Advisors, LLC | 0.42% | Reduce -22.6% | 33,576 | $1.7M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +91.0% | 32,394 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +234.3% | 32,125 | $1.6M |
| Two Sigma Investments, LP | 0.00% | New | 31,900 | $1.6M |
| Ascentis Independent Advisors | 0.30% | Add +15.6% | 30,470 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +185.8% | 30,296 | $1.5M |
| Invesco Ltd. | 0.00% | Reduce -4.0% | 30,285 | $1.5M |
| Patten & Patten Inc. | 0.10% | Reduce -6.4% | 28,875 | $1.5M |
| Brookwood Investment Group LLC | 0.25% | — | 28,518 | $1.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +43.1% | 28,200 | $1.4M |
| RDA Financial Network | 0.41% | Add +3.1% | 27,212 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -35.5% | 27,021 | $1.4M |
| Curran Financial Partners, LLC | 0.33% | Add +19.8% | 26,634 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +0.4% | 26,558 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +97.6% | 25,436 | $1.3M |
| Meritage Portfolio Management | 0.08% | Reduce -4.3% | 25,032 | $1.3M |
| Patten Group, Inc. | 0.29% | Reduce -0.6% | 24,862 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Add +2.1% | 24,421 | $1.2M |
"% of holder's portfolio" is SPHD's weight in each manager's 13F, not the share of Invesco S&P 500 High Dividen the manager owns.