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Invesco S&P 500 High Dividend Low Volatility ETF

331 hedge funds and large institutions have $1.04B 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, 126 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

2% less funds holding

Funds holding: 339331 (-8)

15% less capital invested

Capital invested by funds: $1.23B → $1.04B (-$188M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

Holders
331
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.6M
Puts
$1.14M
Net Calls
Net Calls Change

Top Sellers

1 -$36.4M
2 -$23.9M
3 -$18.9M
4
LPL Financial
LPL Financial
California
-$14.4M
5
Goldman Sachs
Goldman Sachs
New York
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
226
Tyler-Stone Wealth Management
Ohio
$243K
CAWM
227
Capital Advisors Wealth Management
Washington
$236K
GLA
228
Good Life Advisors
Pennsylvania
$235K
AWM
229
Apollon Wealth Management
South Carolina
$233K
BPAMU
230
BTG Pactual Asset Management US
New York
$232K
BAG
231
Bridgewealth Advisory Group
California
$228K
GAM
232
Grandview Asset Management
Pennsylvania
$228K
OP
233
ORG Partners
Indiana
$217K
CT
234
Caldwell Trust
Florida
$217K
Kovitz Investment Group Partners
235
Kovitz Investment Group Partners
Illinois
$211K
SAM
236
Strategy Asset Managers
California
$207K
PWP
237
Principle Wealth Partners
Connecticut
$203K
GWSG
238
GPS Wealth Strategies Group
Colorado
$195K
YDMI
239
Y.D. More Investments
Israel
$195K
HI
240
Harbour Investments
Wisconsin
$188K
GIM
241
Glenmede Investment Management
Pennsylvania
$180K
ACA
242
Aptus Capital Advisors
Alabama
$175K
IA
243
IFP Advisors
Florida
$170K
NEWAS
244
N.E.W. Advisory Services
Wisconsin
$162K
Deutsche Bank
245
Deutsche Bank
Germany
$152K
OW
246
Olistico Wealth
Oklahoma
$151K
CAL
247
Capital Advisors Ltd
Ohio
$139K
AWM
248
AE Wealth Management
Kansas
$138K
William Blair & Company
249
William Blair & Company
Illinois
$132K
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$130K