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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Wells Fargo & Company/Mn, Estate Counselors, Llc, Two Sigma Investments, Lp, and Flow Traders U.S. Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Arete Wealth Advisors, Llc | Sell | -73,205 | -100.0% | 0 | $0.00 | Q1 2026 | Aug 11, 2026 |
| Robinswood Financial Llc | Sell | -1,180 | -55.6% | 942 | $46.77K | Q1 2026 | Jul 13, 2026 |
| Wells Fargo & Company/Mn | Sell | -124,231 | -19.3% | 519,027 | $25.75M | Q1 2026 | Jul 08, 2026 |
| Kerr Financial Planning Corp | Sell | -73 | -48.3% | 78 | $3.83K | Q1 2026 | Jul 01, 2026 |
| Financial Insights, Inc. | Buy | +700 | +6.0% | 12,350 | $612.68K | Q1 2026 | May 19, 2026 |
| Western Wealth Management, Llc | Sell | -359 | -1.8% | 19,881 | $986.29K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +32,306 | +2.5% | 1,317,728 | $65.37M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -10,059 | -8.3% | 110,766 | $2.25M | Q1 2026 | May 18, 2026 |
| Talon Private Wealth, Llc | Buy | +8,710 | — | 8,710 | $432.08K | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Sell | -47 | -0.1% | 31,505 | $1.56M | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Sell | -16 | -0.1% | 18,043 | $895.13K | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Sell | -140,763 | -6.4% | 2,045,872 | $101.50M | Q1 2026 | May 15, 2026 |
| Estate Counselors, Llc | Buy | +123,070 | — | 123,070 | $6.11M | Q1 2026 | May 15, 2026 |
| Two Sigma Investments, Lp | Buy | +110,600 | +555.8% | 130,500 | $6.47M | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Buy | +98,943 | +1119.4% | 107,782 | $5.35M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Sell | -43,402 | -31.1% | 96,030 | $4.61M | Q1 2026 | May 15, 2026 |
| Alphacore Capital Llc | Buy | +40,268 | +389.4% | 50,608 | $2.51M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +33,186 | — | 33,186 | $1.65M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -32,478 | -78.3% | 8,979 | $445.45K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +21,665 | +461.7% | 26,357 | $1.31M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -18,826 | -39.4% | 29,010 | $1.44M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +17,698 | — | 17,698 | $878.01K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -17,215 | -2.6% | 652,323 | $32.36M | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Buy | +14,014 | — | 14,014 | $695.23K | Q1 2026 | May 15, 2026 |
| Two Sigma Securities, Llc | Sell | -13,283 | -74.3% | 4,599 | $228.16K | Q1 2026 | May 15, 2026 |
| Tudor Investment Corp Et Al | Buy | +13,044 | — | 13,044 | $647.11K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -12,157 | -5.8% | 197,300 | $9.79M | Q1 2026 | May 15, 2026 |
| Gts Securities Llc | Sell | -11,273 | -68.9% | 5,081 | $252.05K | Q1 2026 | May 15, 2026 |
| Fortress Financial Group, Llc | Buy | +8,538 | — | 8,538 | $423.57K | Q1 2026 | May 15, 2026 |
| Safe Harbor Fiduciary, Llc | Buy | +8,118 | +5412.0% | 8,268 | $410.18K | Q1 2026 | May 15, 2026 |
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.