INVESCO S&P 500 HIGH DIVIDEN (SPHD) Institutional Ownership Changes & 13F Activity

INVESCO S&P 500 HIGH DIVIDEN (SPHD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Financial Engines Advisors L.L.C., Ameriprise Financial Inc, Goldman Sachs Group Inc, D. E. Shaw & Co., Inc., and Flow Traders U.S. Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcBuy+2+1.3%153$7.76KQ2 2026Sep 15, 2026
Talon Private Wealth, LlcBuy+2,995+34.4%11,705$595.08KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcSell-101-0.6%17,597$894.64KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-686-7.6%8,293$421.62KQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcSell-455-4.6%9,354$475.55KQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-55-0.1%38,569$1.96MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+1,455+18.2%9,451$480.48KQ2 2026Aug 18, 2026
Copia Wealth ManagementSell-189-5.6%3,211$163.25KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-9,196-9.6%86,834$4.41MQ2 2026Aug 17, 2026
Financial Engines Advisors L.L.C.Sell-544,748-61.2%344,685$17.52MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+461,211461,211$23.45MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+113,038+340.6%146,224$7.43MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+95,12295,122$4.84MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcSell-75,250-69.8%32,532$1.65MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+42,910+21.7%240,210$12.21MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+40,865+6.3%693,188$35.24MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-36,138-7.0%482,889$24.55MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+26,22126,221$1.33MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+24,637+484.9%29,718$1.51MQ2 2026Aug 14, 2026
Safe Harbor Fiduciary, LlcBuy+11,309+136.8%19,577$995.29KQ2 2026Aug 14, 2026
Prostatis Group LlcBuy+11,226+17.0%77,276$3.93MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+10,638+5.0%221,602$11.46MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+10,503+0.8%1,328,231$67.53MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-10,368-35.7%18,642$947.76KQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcSell-9,720-77.0%2,897$204.95KQ2 2026Aug 14, 2026
Chevy Chase Trust Holdings, LlcBuy+8,5288,528$433.56KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+8,3088,308$422.39KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-6,515-0.9%698,536$35.51MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+5,2975,297$269.30KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+5,195+103.5%10,212$519.17KQ2 2026Aug 14, 2026
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Frequently asked questions about SPHD activity

  • Which institutional owners are buying SPHD?

    Institutional owners buying SPHD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPHD activity?

    "Buy" means an investor increased their reported position in SPHD compared to the prior reporting period. This reflects growing exposure to INVESCO S&P 500 HIGH DIVIDEN (SPHD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPHD increasing?

    Institutional interest in SPHD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.