Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD)
Net flows (30d): -$413K Estimated from creation/redemption of shares outstanding
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Performance as of Sept. 11, 2026
| Period | Price return | Total return |
|---|---|---|
| 1M | · | · |
| 3M | · | · |
| 6M | · | · |
| YTD | · | · |
| 1Y | · | · |
| 3Y | · | · |
| 5Y | · | · |
| Max | ▼ -3.67% | ▼ -3.34% |
Total return assumes dividends are reinvested. Returns are not benchmarked against an index. * Sharpe ratio is computed with a 0% risk-free rate.
Fund flows (SEC-reported)
Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.
Full composition 62 holdings
| Issuer | Ticker | Weight % | Market value | Shares | CUSIP | Units/share | Type | Currency |
|---|---|---|---|---|---|---|---|---|
| Rithm Capital Corp | RITM | 3.51 | ≈$2.4M | 244,011 | 64828T201 | 0.04933 | OTHER | USD |
| Millrose Properties Inc | MRP | 3.38 | ≈$2.3M | 77,869 | 601137102 | 0.01574 | OTHER | USD |
| Conagra Brands Inc | CAG | 3.27 | ≈$2.2M | 150,225 | 205887102 | 0.03037 | EQUITY | USD |
| Franklin BSP Realty Trust Inc | FBRT | 3.23 | ≈$2.2M | 283,436 | 35243J101 | 0.0573 | OTHER | USD |
| Ellington Financial Inc | EFC | 3.16 | ≈$2.2M | 165,636 | 28852N109 | 0.03349 | OTHER | USD |
| ARMOUR Residential REIT Inc | ARR | 3.10 | ≈$2.1M | 136,008 | 042315705 | 0.0275 | OTHER | USD |
| PennyMac Mortgage Investment Trust | PMT | 3.01 | ≈$2.1M | 226,174 | 70931T103 | 0.04572 | OTHER | USD |
| Global Net Lease Inc | GNL | 2.98 | ≈$2.0M | 224,565 | 379378201 | 0.0454 | OTHER | USD |
| Innovative Industrial Properties Inc | IIPR | 2.97 | ≈$2.0M | 35,754 | 45781V101 | 0.007228 | OTHER | USD |
| Western Union Co/The | WU | 2.72 | ≈$1.9M | 263,026 | 959802109 | 0.05317 | EQUITY | USD |
| Blackstone Mortgage Trust Inc | BXMT | 2.59 | ≈$1.8M | 133,404 | 09257W100 | 0.02697 | OTHER | USD |
| Kinetik Holdings Inc | KNTK | 2.48 | ≈$1.7M | 30,837 | 02215L209 | 0.006234 | EQUITY | USD |
| Easterly Government Properties Inc | DEA | 2.44 | ≈$1.7M | 69,548 | 27616P301 | 0.01406 | OTHER | USD |
| Flowers Foods Inc | FLO | 2.43 | ≈$1.7M | 269,711 | 343498101 | 0.05453 | EQUITY | USD |
| Campbell's Company/The | CPB | 2.42 | ≈$1.7M | 77,469 | 134429109 | 0.01566 | EQUITY | USD |
| NexPoint Residential Trust Inc | NXRT | 2.35 | ≈$1.6M | 69,838 | 65341D102 | 0.01412 | OTHER | USD |
| Highwoods Properties Inc | HIW | 2.23 | ≈$1.5M | 49,371 | 431284108 | 0.009981 | OTHER | USD |
| LTC Properties Inc | LTC | 2.13 | ≈$1.5M | 33,967 | 502175102 | 0.006867 | OTHER | USD |
| Medical Properties Trust Inc | MPT | 2.06 | ≈$1.4M | 381,104 | 58463J304 | 0.07705 | OTHER | USD |
| Douglas Emmett Inc | DEI | 2.01 | ≈$1.4M | 129,333 | 25960P109 | 0.02615 | OTHER | USD |
| Saul Centers Inc | BFS | 1.96 | ≈$1.3M | 42,674 | 804395101 | 0.008627 | OTHER | USD |
| Noble Corp PLC | NE | 1.96 | ≈$1.3M | 29,938 | G65431127 | 0.006052 | EQUITY | USD |
| Universal Corp/VA | UVV | 1.89 | ≈$1.3M | 28,391 | 913456109 | 0.005739 | EQUITY | USD |
| Cal-Maine Foods Inc | CALM | 1.82 | ≈$1.2M | 16,444 | 128030202 | 0.003324 | EQUITY | USD |
| Clearway Energy Inc | CWEN | 1.74 | ≈$1.2M | 38,384 | 18539C204 | 0.00776 | EQUITY | USD |
| Eastman Chemical Co | EMN | 1.72 | ≈$1.2M | 17,444 | 277432100 | 0.003526 | EQUITY | USD |
| Del Monte Corp | DMC | 1.68 | ≈$1.2M | 36,212 | G36738105 | 0.007321 | EQUITY | USD |
| J & J Snack Foods Corp | JJSF | 1.67 | ≈$1.1M | 13,624 | 466032109 | 0.002755 | EQUITY | USD |
| Sylvamo Corp | SLVM | 1.58 | ≈$1.1M | 30,403 | 871332102 | 0.006146 | EQUITY | USD |
| LKQ Corp | LKQ | 1.53 | ≈$1.0M | 43,780 | 501889208 | 0.008851 | EQUITY | USD |
| Avista Corp | AVA | 1.48 | ≈$1.0M | 27,520 | 05379B107 | 0.005564 | EQUITY | USD |
| HNI Corp | HNI | 1.37 | ≈$937K | 19,902 | 404251100 | 0.004023 | EQUITY | USD |
| Northwest Natural Holding Co | NWN | 1.35 | ≈$921K | 18,821 | 66765N105 | 0.003805 | EQUITY | USD |
| Dorian LPG Ltd | LPG | 1.29 | ≈$884K | 15,830 | Y2106R110 | 0.0032 | EQUITY | USD |
| ADT Inc | ADT | 1.25 | ≈$854K | 118,692 | 00090Q103 | 0.024 | EQUITY | USD |
| Unitil Corp | UTL | 1.19 | ≈$815K | 15,355 | 913259107 | 0.003104 | EQUITY | USD |
| California Resources Corp | CRC | 1.13 | ≈$771K | 13,621 | 13057Q305 | 0.002754 | EQUITY | USD |
| Korn Ferry | KFY | 1.11 | ≈$757K | 9,587 | 500643200 | 0.001938 | EQUITY | USD |
| Buckle Inc/The | BKE | 1.10 | ≈$753K | 18,563 | 118440106 | 0.003753 | EQUITY | USD |
| Stepan Co | SCL | 1.05 | ≈$717K | 11,569 | 858586100 | 0.002339 | EQUITY | USD |
| Reynolds Consumer Products Inc | REYN | 1.03 | ≈$702K | 31,914 | 76171L106 | 0.006452 | EQUITY | USD |
| John Wiley & Sons Inc | WLY | 1.02 | ≈$700K | 14,343 | 968223206 | 0.0029 | EQUITY | USD |
| US Physical Therapy Inc | USPH | 1.02 | ≈$700K | 8,622 | 90337L108 | 0.001743 | EQUITY | USD |
| Trinity Industries Inc | TRN | 0.99 | ≈$676K | 23,869 | 896522109 | 0.004825 | EQUITY | USD |
| H2O America | HTO | 0.98 | ≈$674K | 10,712 | 784305104 | 0.002166 | EQUITY | USD |
| Matthews International Corp | MATW | 0.96 | ≈$660K | 32,914 | 577128101 | 0.006654 | EQUITY | USD |
| Middlesex Water Co | MSEX | 0.90 | ≈$616K | 10,813 | 596680108 | 0.002186 | EQUITY | USD |
| California Water Service Group | CWT | 0.88 | ≈$602K | 12,378 | 130788102 | 0.002502 | EQUITY | USD |
| American States Water Co | AWR | 0.87 | ≈$596K | 6,783 | 029899101 | 0.001371 | EQUITY | USD |
| Innospec Inc | IOSP | 0.84 | ≈$578K | 6,238 | 45768S105 | 0.001261 | EQUITY | USD |
Market value is estimated from each holding's weight and the fund's net assets. Weight and shares are as reported by the fund.
Sector breakdown
Daily changes (30d)
| Date | Type | Ticker | Change |
|---|---|---|---|
| Sept. 14, 2026 | Increased | AGPXX — Invesco Government & Agency Portfolio | Units/share: 0.004121 → 0.006878 (66.9%) |
| Sept. 14, 2026 | New | USD — CASH & EQUIVALENTS | New position — 0.001196 units/share |
| Sept. 11, 2026 | Increased | AGPXX — Invesco Government & Agency Portfolio | Units/share: 0.002091 → 0.004121 (97.1%) |
| Sept. 11, 2026 | Increased | — SECURITIES LENDING - BNYM | Units/share: 0.0000002008 → 0.000000202 (0.6%) |
| Sept. 10, 2026 | Increased | AGPXX — Invesco Government & Agency Portfolio | Units/share: 0.001345 → 0.002091 (55.5%) |
| Sept. 9, 2026 | New | AGPXX — Invesco Government & Agency Portfolio | New position — 0.001345 units/share |
| Sept. 9, 2026 | Exited | USD — CASH & EQUIVALENTS | Position exited — was -0.003646 units/share |
| Sept. 4, 2026 | Increased | USD — CASH & EQUIVALENTS | Units/share: -0.005842 → -0.003646 (-37.6%) |
| Sept. 3, 2026 | Increased | USD — CASH & EQUIVALENTS | Units/share: -0.008497 → -0.005842 (-31.2%) |
| Sept. 2, 2026 | Increased | USD — CASH & EQUIVALENTS | Units/share: -0.009281 → -0.008497 (-8.5%) |
| Sept. 1, 2026 | Increased | USD — CASH & EQUIVALENTS | Units/share: -0.01131 → -0.009281 (-18.0%) |
| Aug. 31, 2026 | New | USD — CASH & EQUIVALENTS | New position — -0.01131 units/share |
| Aug. 28, 2026 | Exited | AGPXX — Invesco Government & Agency Portfolio | Position exited — was 0.02216 units/share |
| Aug. 24, 2026 | Increased | AGPXX — Invesco Government & Agency Portfolio | Units/share: 0.01001 → 0.02216 (121.4%) |
| Aug. 24, 2026 | Trimmed | NHC — National HealthCare Corp | Units/share: 0.0003414 → 0.0003404 (-0.3%) |
| Aug. 21, 2026 | Increased | AGPXX — Invesco Government & Agency Portfolio | Units/share: 0.009152 → 0.01001 (9.3%) |
| Aug. 21, 2026 | Exited | USD — CASH & EQUIVALENTS | Position exited — was 0.0002019 units/share |
| Aug. 20, 2026 | Increased | AGPXX — Invesco Government & Agency Portfolio | Units/share: 0.002912 → 0.009152 (214.3%) |
| Aug. 20, 2026 | New | USD — CASH & EQUIVALENTS | New position — 0.0002019 units/share |
| Aug. 19, 2026 | Increased | AGPXX — Invesco Government & Agency Portfolio | Units/share: 0.002194 → 0.002912 (32.7%) |
| Aug. 19, 2026 | Exited | USD — CASH & EQUIVALENTS | Position exited — was 0.0007177 units/share |
| Aug. 18, 2026 | Increased | AGPXX — Invesco Government & Agency Portfolio | Units/share: 0.001588 → 0.002194 (38.2%) |
| Aug. 18, 2026 | Trimmed | USD — CASH & EQUIVALENTS | Units/share: 0.001331 → 0.0007177 (-46.1%) |
| Aug. 17, 2026 | New | AGPXX — Invesco Government & Agency Portfolio | New position — 0.001588 units/share |
| Aug. 17, 2026 | Increased | USD — CASH & EQUIVALENTS | Units/share: -0.0002888 → 0.001331 (-561.0%) |
| Aug. 14, 2026 | Increased | USD — CASH & EQUIVALENTS | Units/share: -0.002154 → -0.0002888 (-86.6%) |
| Aug. 11, 2026 | Increased | NHC — National HealthCare Corp | Units/share: 0.0003406 → 0.0003414 (0.2%) |
| Aug. 11, 2026 | Trimmed | USD — CASH & EQUIVALENTS | Units/share: -0.001795 → -0.002154 (20.0%) |
| Aug. 11, 2026 | Increased | — SECURITIES LENDING - BNYM | Units/share: 0.0000001972 → 0.0000002008 (1.8%) |
Dividends 117 payments
| Ex-date | Amount / share |
|---|---|
| Aug. 24, 2026 | $0.0490 |
| July 20, 2026 | $0.0490 |
| June 22, 2026 | $0.0520 |
| May 18, 2026 | $0.0560 |
| April 20, 2026 | $0.0580 |
| March 23, 2026 | $0.0530 |
| Feb. 23, 2026 | $0.0630 |
| Jan. 20, 2026 | $0.0620 |
| Dec. 22, 2025 | $0.0620 |
| Nov. 24, 2025 | $0.0620 |
| Oct. 20, 2025 | $0.0610 |
| Sept. 22, 2025 | $0.0600 |
| Aug. 18, 2025 | $0.0600 |
| July 21, 2025 | $0.0620 |
| June 23, 2025 | $0.0640 |
| May 19, 2025 | $0.0670 |
| April 21, 2025 | $0.0690 |
| March 24, 2025 | $0.0860 |
| Feb. 24, 2025 | $0.0860 |
| Jan. 21, 2025 | $0.0860 |
| Dec. 23, 2024 | $0.0860 |
| Nov. 18, 2024 | $0.0860 |
| Oct. 21, 2024 | $0.0850 |
| Sept. 23, 2024 | $0.0820 |
| Aug. 19, 2024 | $0.0840 |
| July 22, 2024 | $0.0850 |
| June 24, 2024 | $0.0900 |
| May 20, 2024 | $0.0900 |
| April 22, 2024 | $0.0900 |
| March 18, 2024 | $0.0900 |
| Feb. 20, 2024 | $0.0930 |
| Jan. 22, 2024 | $0.0930 |
| Dec. 18, 2023 | $0.1100 |
| Nov. 20, 2023 | $0.1050 |
| Oct. 23, 2023 | $0.0960 |
| Sept. 18, 2023 | $0.0920 |
| Aug. 21, 2023 | $0.1090 |
| July 24, 2023 | $0.1060 |
| June 20, 2023 | $0.1070 |
| May 22, 2023 | $0.1080 |
| April 24, 2023 | $0.1070 |
| March 20, 2023 | $0.1070 |
| Feb. 21, 2023 | $0.1050 |
| Jan. 23, 2023 | $0.1030 |
| Dec. 19, 2022 | $0.1020 |
| Nov. 21, 2022 | $0.1050 |
| Oct. 24, 2022 | $0.1040 |
| Sept. 19, 2022 | $0.1030 |
| Aug. 22, 2022 | $0.1030 |
| July 18, 2022 | $0.1020 |
| June 21, 2022 | $0.0980 |
| May 23, 2022 | $0.0960 |
| April 18, 2022 | $0.0940 |
| March 21, 2022 | $0.0900 |
| Feb. 22, 2022 | $0.0880 |
| Jan. 24, 2022 | $0.0850 |
| Dec. 20, 2021 | $0.0830 |
| Nov. 22, 2021 | $0.0840 |
| Oct. 18, 2021 | $0.0800 |
| Sept. 20, 2021 | $0.0780 |
| Aug. 23, 2021 | $0.0750 |
| July 19, 2021 | $0.0740 |
| June 21, 2021 | $0.0710 |
| May 24, 2021 | $0.0690 |
| April 19, 2021 | $0.0660 |
| March 22, 2021 | $0.0690 |
| Feb. 22, 2021 | $0.0670 |
| Jan. 19, 2021 | $0.0640 |
| Dec. 21, 2020 | $0.0620 |
| Nov. 23, 2020 | $0.0580 |
| Oct. 19, 2020 | $0.0630 |
| Sept. 21, 2020 | $0.0690 |
| Aug. 24, 2020 | $0.0970 |
| July 20, 2020 | $0.0970 |
| June 22, 2020 | $0.1000 |
| May 18, 2020 | $0.1080 |
| April 20, 2020 | $0.1140 |
| March 23, 2020 | $0.1170 |
| Feb. 24, 2020 | $0.1150 |
| Jan. 21, 2020 | $0.1120 |
| Dec. 23, 2019 | $0.1080 |
| Nov. 18, 2019 | $0.1080 |
| Oct. 21, 2019 | $0.1060 |
| Sept. 23, 2019 | $0.0880 |
| Aug. 19, 2019 | $0.0870 |
| July 22, 2019 | $0.0870 |
| June 24, 2019 | $0.0870 |
| May 20, 2019 | $0.0960 |
| April 22, 2019 | $0.1060 |
| March 18, 2019 | $0.1010 |
| Feb. 19, 2019 | $0.1180 |
| Jan. 22, 2019 | $0.1150 |
| Dec. 24, 2018 | $0.1080 |
| Nov. 19, 2018 | $0.1000 |
| Oct. 22, 2018 | $0.0950 |
| Sept. 24, 2018 | $0.0820 |
| Aug. 20, 2018 | $0.0820 |
| July 23, 2018 | $0.0800 |
| June 18, 2018 | $0.0800 |
| May 21, 2018 | $0.0800 |
| April 23, 2018 | $0.1170 |
| March 19, 2018 | $0.1310 |
| Feb. 20, 2018 | $0.1360 |
| Jan. 22, 2018 | $0.1210 |
| Dec. 18, 2017 | $0.1090 |
| Nov. 20, 2017 | $0.0940 |
| Oct. 23, 2017 | $0.0920 |
| Sept. 18, 2017 | $0.0920 |
| Aug. 15, 2017 | $0.0950 |
| July 14, 2017 | $0.0780 |
| June 15, 2017 | $0.0780 |
| May 15, 2017 | $0.0770 |
| April 13, 2017 | $0.0800 |
| March 15, 2017 | $0.0800 |
| Feb. 15, 2017 | $0.0800 |
| Jan. 13, 2017 | $0.0800 |
| Dec. 15, 2016 | $0.1050 |
Institutional owners (13F) 36 filers
Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| Institution | Value | % of tracked 13F | Shares | Type | As of |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | $2,615,391 | 14.94% | 185,226 | Shares | June 30, 2026 |
| Concord Wealth Partners | $2,465,912 | 14.09% | 174,640 | Shares | June 30, 2026 |
| Concord Asset Management, LLC/VA | $2,456,692 | 14.04% | 173,987 | Shares | June 30, 2026 |
| IHT Wealth Management, LLC | $2,201,873 | 12.58% | 155,940 | Shares | June 30, 2026 |
| LPL Financial LLC | $1,853,654 | 10.59% | 131,279 | Shares | June 30, 2026 |
| COWA, LLC | $972,134 | 5.55% | 68,848 | Shares | June 30, 2026 |
| Tower Research Capital LLC (TRC) | $800,491 | 4.57% | 56,692 | Shares | June 30, 2026 |
| Cetera Investment Advisers | $557,357 | 3.18% | 39,473 | Shares | June 30, 2026 |
| Capital Investment Advisory Services, LLC | $446,545 | 2.55% | 31,625 | Shares | June 30, 2026 |
| Global Retirement Partners, LLC | $402,598 | 2.30% | 28,513 | Shares | June 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | $378,557 | 2.16% | 26,810 | Shares | June 30, 2026 |
| Financial Solutions Advisory Group, Inc. | $367,572 | 2.10% | 26,199 | Shares | June 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $274,549 | 1.57% | 19,444 | Shares | June 30, 2026 |
| Ashton Thomas Private Wealth, LLC | $266,840 | 1.52% | 18,898 | Shares | June 30, 2026 |
| CITADEL ADVISORS LLC | $265,385 | 1.52% | 18,795 | Shares | June 30, 2026 |
| ROYAL BANK OF CANADA | $245,000 | 1.40% | 17,343 | Shares | June 30, 2026 |
| Wealthcare Advisory Partners LLC | $172,772 | 0.99% | 12,236 | Shares | June 30, 2026 |
| Rossby Financial, LCC | $171,855 | 0.98% | 12,171 | Shares | June 30, 2026 |
| Indivisible Partners | $158,681 | 0.91% | 11,238 | Shares | June 30, 2026 |
| Eagle Bluffs Wealth Management LLC | $148,952 | 0.85% | 10,549 | Shares | June 30, 2026 |
| OSAIC HOLDINGS, INC. | $72,097 | 0.41% | 5,106 | Shares | June 30, 2026 |
| Graney & King, LLC | $52,850 | 0.30% | 3,743 | Shares | June 30, 2026 |
| Farther Finance Advisors, LLC | $41,928 | 0.24% | 2,969 | Shares | June 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $26,597 | 0.15% | 1,873 | Shares | June 30, 2026 |
| SIMPLEX TRADING, LLC | $22,521 | 0.13% | 1,595 | Shares | June 30, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | $21,815 | 0.12% | 1,545 | Shares | June 30, 2026 |
| IFP Advisors, Inc | $14,120 | 0.08% | 1,000 | Shares | June 30, 2026 |
| MOTCO | $9,178 | 0.05% | 650 | Shares | June 30, 2026 |
| Triumph Capital Management | $5,549 | 0.03% | 393 | Shares | June 30, 2026 |
| MORGAN STANLEY | $5,168 | 0.03% | 366 | Shares | June 30, 2026 |
| US BANCORP \DE\ | $2,895 | 0.02% | 205 | Shares | June 30, 2026 |
| HARBOUR INVESTMENTS, INC. | $2,118 | 0.01% | 150 | Shares | June 30, 2026 |
| FMR LLC | $1,463 | 0.01% | 104 | Shares | June 30, 2026 |
| VANGUARD ADVISERS INC | $190 | 0.00% | 14 | Shares | March 31, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | $7 | 0.00% | 1 | Shares | June 30, 2026 |
| WELLS FARGO & COMPANY/MN | $6 | 0.00% | 0 | Shares | June 30, 2026 |