SPHD icon

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
PS
251
Principal Securities
Iowa
$123K
CWM
252
Consultiva Wealth Management
Puerto Rico
$122K
CBT
253
Crews Bank & Trust
Florida
$122K
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$114K
HNB
255
Huntington National Bank
Ohio
$107K
PWM
256
Provident Wealth Management
Tennessee
$102K
IA
257
IFS Advisors
Kansas
$98.5K
CW
258
Cooksen Wealth
Texas
$96.4K
TFGT
259
TS Financial Group (TSFG)
Illinois
$95K
OIA
260
Optimum Investment Advisors
Illinois
$88.1K
CAL
261
Capital Analysts LLC
Pennsylvania
$87K
TSMHT
262
Thurston Springer Miller Herd & Titak
Indiana
$86.8K
AAP
263
Arax Advisory Partners
Colorado
$84.6K
CWM
264
Cedar Wealth Management
California
$76.6K
AF
265
Advisornet Financial
Minnesota
$76.2K
BAM
266
Bellevue Asset Management
Washington
$75.5K
MWM
267
MGB Wealth Management
Texas
$67.4K
JFGIW
268
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$66.9K
GWANC
269
Guardian Wealth Advisors (North Carolina)
North Carolina
$65.4K
1L
270
10Elms LLP
Oklahoma
$64.8K
CIA
271
Choate Investment Advisors
Massachusetts
$64.2K
LC
272
Luminist Capital
Michigan
$61K
AWM
273
Atticus Wealth Management
Florida
$58.4K
FP
274
Financial Perspectives
Minnesota
$58.3K
NFSG
275
Newbridge Financial Services Group
Florida
$57.7K