XSHD

Invesco S&p Smallcap High Di

+$3.3M

Net Activity

Institutions Holding

33

Popularity Rank

#7002

Avg Weight

0.04%

Total Value

$19.4M

Ownership Trend

33 institutions currently hold XSHD, with 16 net buyers and 13 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

13

Net Buying Institutions

16

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$5.8M
CW
Concord Wealth Partners
$2.3M
CA
Concord Asset Management, LLC/VA
$2.3M
HW
Heartwood Wealth Advisors LLC
$2.3M
IW
IHT Wealth Management, LLC
$2.0M

Top 5 by Conviction

CA
Concord Asset Management, LLC/VA
0.39%
CW
Concord Wealth Partners
0.30%
CL
Cowa, LLC
0.26%
HW
Heartwood Wealth Advisors LLC
0.20%
CW
Consultiva Wealth Management, CORP.
0.06%
View all 33 holding institutions

Quarterly Activity

Recent Activity

+$17.7M

Total Buy Value

$3.8M

Total Sell Value

New buy5
Trim5
Add11
Sold out8

16

Net Buyers

13

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO S&P SMALLCAP HIGH DI (XSHD)?
Major stakeholders currently include LPL Financial LLC ($5.8M), Concord Wealth Partners ($2.3M), Concord Asset Management, LLC/VA ($2.3M). Based on the latest 13F filings, there are a total of 33 tracked investment funds and institutions maintaining positions in XSHD.
What is the overall institutional sentiment toward XSHD recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $3.3M, driven by 16 managers accumulating shares while 13 reduced their exposure.
Which institutions have been selling or reducing their XSHD positions?
In the latest period, 5 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $3.8M.
Are there any notable investors adding XSHD to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 11 existing holders added to their shares. The total reported buy value for the quarter amounted to $17.7M.

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