Across its top 20 institutional holders, SPHD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 20/100).

Quarterly Activity

Recent Activity

+$696.7M

Total Buy Value

$501.5M

Total Sell Value

New buy38

Trim100

Add129

Sold out26

167

Net Buyers

126

Net Sellers

Smart Money Convergence

SPHD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

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

CUSIP

46138E362

FAQ

Who are the top institutional investors holding INVESCO S&P 500 HIGH DIVIDEN (SPHD)?

Major stakeholders currently include LPL Financial LLC ($108.6M), Brookstone Capital Management ($104.9M), Morgan Stanley ($101.5M). Based on the latest 13F filings, there are a total of 342 tracked investment funds and institutions maintaining positions in SPHD.

What is the overall institutional sentiment toward SPHD recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $114.2M, driven by 167 managers accumulating shares while 126 reduced their exposure.

Which institutions have been selling or reducing their SPHD positions?

In the latest period, 100 funds trimmed their holdings, and 26 managers completely exited their positions. The aggregate reported sell value was $501.5M.

Are there any notable investors adding SPHD to their portfolios?

Yes, buying activity remains notable. 38 institutions opened new positions in {ticker}, and 129 existing holders added to their shares. The total reported buy value for the quarter amounted to $696.7M.