§ EQUITY
USDSPHD
INVESCO S&P 500 HIGH DIVIDEN
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
179 increased/new, 104 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 2.2M | 0.0% | +4% |
| Brookstone Capital Management | 2.1M | 1.2% | +1677% |
| Morgan Stanley | 2.0M | 0.0% | n/a |
| Bank of America Corp | 1.3M | 0.0% | +3% |
| Financial Engines Advisors L.L.C. | 889K | 0.1% | −3% |
| RAYMOND JAMES FINANCIAL INC | 705K | 0.0% | +3% |
◇ AC INTELLIGENCE
Top institutional owners for SPHD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER66.3% · 307 holders
DEALER / BANK27.5% · 20 holders
QUALITY / COMPOUNDER5.2% · 6 holders
INCOME / DEFENSIVE0.5% · 2 holders
TACTICAL / MACRO0.2% · 2 holders
PASSIVE / INDEX0.1% · 2 holders
SYSTEMATIC / QUANT0.1% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SPHD in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SPHD yet.