XSHD — Invesco S&P Smallcap High Dividend Low Volatility ETF Institutional Holders · Q3 2026
Who owns Invesco S&P Smallcap High Dividend Low Volatility ETF (XSHD)? 2 institutions reported holding $2.43M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Heartwood Wealth Advisors LLC ($2.4M), Farther Finance Advisors, LLC ($38,754).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | $2.4M | 185,979 | Added |
| 2 | Farther Finance Advisors, LLC | $38,754 | 3,016 | Added |
Source: SEC Form 13F filings · as of 2026-09-30