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Invesco S&P 500 High Dividend Low Volatility ETF

336 hedge funds and large institutions have $990M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 105 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $643K

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

10% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 105

1% more funds holding

Funds holding: 334336 (+2)

0.2% less ownership

Funds ownership: 32.99%32.79% (-0.2%)

6% less capital invested

Capital invested by funds: $1.05B → $990M (-$58.5M)

Holders
336
Holders Change
+2
Holders Change %
+0.6%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
43
Increased
116
Reduced
105
Closed
31
Calls
$2.04M
Puts
$643K
Net Calls
+$1.4M
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
T
226
TrustBank
Illinois
$220K +$221K +4,590 New
CT
227
Caldwell Trust
Florida
$219K
OP
228
ORG Partners
Indiana
$216K
GAM
229
Grandview Asset Management
Pennsylvania
$213K -$2.02K -42 -0.9%
TWM
230
Triton Wealth Management
Arizona
$209K -$32.6K -677 -14%
SAM
231
Strategy Asset Managers
California
$208K -$1.01K -21 -0.5%
TSS
232
Taylor Securities Services
Pennsylvania
$206K +$207K +4,290 New
SF
233
Summit Financial
New Jersey
$205K +$1.16K +24 +0.6%
KWM
234
Kingsview Wealth Management
Oregon
$204K -$101K -2,104 -33%
IWN
235
Independent Wealth Network
Iowa
$203K +$2.31K +48 +1%
MCC
236
Money Concepts Capital
Florida
$202K -$964 -20 -0.5%
CWM
237
Copia Wealth Management
Oregon
$202K -$59.9K -1,244 -23%
AFC
238
AFT Forsyth & Company
Florida
$201K +$723 +15 +0.4%
HT
239
Heritage Trust
Oklahoma
$201K
NEWAS
240
N.E.W. Advisory Services
Wisconsin
$189K +$13.2K +273 +7%
GT
241
Glenmede Trust
Pennsylvania
$181K +$182K +3,781 New
ACA
242
Aptus Capital Advisors
Alabama
$174K
IA
243
IFP Advisors
Florida
$173K +$916 +19 +0.5%
HNB
244
Huntington National Bank
Ohio
$156K
US Bancorp
245
US Bancorp
Minnesota
$152K -$83.5K -1,732 -35%
OW
246
Olistico Wealth
Oklahoma
$152K +$152K +3,161 New
AAP
247
Arax Advisory Partners
Colorado
$139K +$140K +2,898 New
CWM
248
Consultiva Wealth Management
Puerto Rico
$124K
CBT
249
Crews Bank & Trust
Florida
$123K
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$109K -$12.8K -265 -10%