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Invesco S&P 500 High Dividend Low Volatility ETF

334 hedge funds and large institutions have $1.05B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $460K

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

3% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 112

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $1.05B → $1.05B (-$704K)

0.09% less ownership

Funds ownership: 33.07%32.99% (-0.09%)

1% less funds holding

Funds holding: 339334 (-5)

Holders
334
Holders Change
-5
Holders Change %
-1.47%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
115
Reduced
112
Closed
30
Calls
$1.35M
Puts
$460K
Net Calls
+$890K
Net Calls Change
+$424K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
226
Grandview Asset Management
Pennsylvania
$221K -$16.2K -333 -7%
MAM
227
Milestone Asset Management
Pennsylvania
$220K +$216K +4,439 New
SFA
228
Sequoia Financial Advisors
Ohio
$218K +$215K +4,414 New
FHA
229
Flagship Harbor Advisors
Massachusetts
$217K +$214K +4,396 New
SAM
230
Strategy Asset Managers
California
$216K +$146 +3 +0.1%
PWP
231
Principle Wealth Partners
Connecticut
$211K
MIFH
232
Migdal Insurance & Financial Holdings
Israel
$210K -$183K -3,755 -47%
SF
233
Summit Financial
New Jersey
$210K -$42.9K -879 -17%
MCC
234
Money Concepts Capital
Florida
$209K +$206K +4,231 New
HT
235
Heritage Trust
Oklahoma
$207K +$204K +4,180 New
AFC
236
AFT Forsyth & Company
Florida
$207K +$204K +4,179 New
IWN
237
Independent Wealth Network
Iowa
$206K +$204K +4,174 New
AWM
238
Apollon Wealth Management
South Carolina
$206K -$36.5K -749 -15%
ACM
239
Armbruster Capital Management
New York
$205K +$202K +4,152 New
PP
240
PDS Planning
Ohio
$204K +$201K +4,128 New
GWSG
241
GPS Wealth Strategies Group
Colorado
$204K +$829 +17 +0.4%
GIM
242
Glenmede Investment Management
Pennsylvania
$187K
HI
243
Harbour Investments
Wisconsin
$184K -$10.8K -221 -6%
NEWAS
244
N.E.W. Advisory Services
Wisconsin
$181K +$12.6K +259 +8%
ACA
245
Aptus Capital Advisors
Alabama
$180K -$2.44K -50 -1%
IA
246
IFP Advisors
Florida
$178K +$731 +15 +0.4%
Deutsche Bank
247
Deutsche Bank
Germany
$159K
HNB
248
Huntington National Bank
Ohio
$139K
CWM
249
Consultiva Wealth Management
Puerto Rico
$127K
CBT
250
Crews Bank & Trust
Florida
$127K