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Invesco S&P 500 High Dividend Low Volatility ETF

327 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 123 increasing their positions, 112 reducing their positions, and 30 closing their positions.

Holders
327
Holders Change
-11
Holders Change %
-3.25%
% of All Funds
4.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
123
Reduced
112
Closed
30
Calls
$1.02M
Puts
Net Calls
+$1.02M
Net Calls Change
+$425K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$139M 2,927,468 +1,966 +0.1%
LPL Financial
2
LPL Financial
California
$118M 2,477,313 -302,289 -11%
Bank of America
3
Bank of America
North Carolina
$52.8M 1,109,919 +3,403 +0.3%
Financial Engines Advisors
4
Financial Engines Advisors
California
$45.4M 953,740 -26,859 -3%
Raymond James Financial
5
Raymond James Financial
Florida
$35.9M 755,806 +70,284 +10%
Franklin Resources
6
Franklin Resources
California
$33.5M 703,661 +36,344 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$30.9M 649,590 -502,295 -44%
Wells Fargo
8
Wells Fargo
California
$25.6M 538,628 -76,525 -12%
UBS Group
9
UBS Group
Switzerland
$23.8M 499,936 -116,229 -19%
AWE
10
Avidian Wealth Enterprises
Texas
$20.8M 437,540 +17,288 +4%
Ameriprise
11
Ameriprise
Minnesota
$19.8M 401,007 -737,813 -65%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$17.6M 371,209 +66,885 +22%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$16.6M 348,467 -196,146 -36%
EH
14
Equitable Holdings
New York
$15.1M 318,131 +4,943 +2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$13.6M 285,471 -134,528 -32%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$12.6M 263,884 -43,561 -14%
PAG
17
Private Advisor Group
New Jersey
$11.5M 241,738 +49,649 +26%
Stifel Financial
18
Stifel Financial
Missouri
$11M 232,329 -18,337 -7%
SA
19
Shilanski & Associates
Alaska
$10.6M 223,369 +1,851 +0.8%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$10.6M 222,212 +9,828 +5%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$10.4M 219,283 +52,604 +32%
BAM
22
BTS Asset Management
Massachusetts
$10.2M 214,253 +214,253 New
Osaic Holdings
23
Osaic Holdings
Arizona
$9.97M 206,615 -21,731 -10%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$9.89M 207,929 -86,383 -29%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$9.63M 202,522 -11,647 -5%