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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
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$125K -$9.85K -202 -7%
PS
252
Principal Securities
Iowa
$120K -$7.56K -155 -6%
AWM
253
AE Wealth Management
Kansas
$112K -$31.4K -643 -22%
PWM
254
Provident Wealth Management
Tennessee
$106K
RF
255
Robinswood Financial
Washington
$105K +$1.02K +21 +1%
IA
256
IFS Advisors
Kansas
$102K
CAL
257
Capital Advisors Ltd
Ohio
$102K -$42.7K -876 -30%
TFGT
258
TS Financial Group (TSFG)
Illinois
$99K
RFP
259
Root Financial Partners
California
$93.8K +$92.4K +1,896 New
OIA
260
Optimum Investment Advisors
Illinois
$91.6K
CAL
261
Capital Analysts LLC
Pennsylvania
$91K +$634 +13 +0.7%
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$80.1K -$37.5K -769 -32%
CWM
263
Cedar Wealth Management
California
$79.6K
BAM
264
Bellevue Asset Management
Washington
$78.9K +$390 +8 +0.5%
AF
265
Advisornet Financial
Minnesota
$71K -$8.09K -166 -10%
MWM
266
MGB Wealth Management
Texas
$70.3K +$195 +4 +0.3%
JFGIW
267
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69.6K
POIA
268
Pin Oak Investment Advisors
Texas
$67.7K +$66.7K +1,368 New
NFSG
269
Newbridge Financial Services Group
Florida
$67.5K +$7.36K +151 +12%
1L
270
10Elms LLP
Oklahoma
$67.4K
FP
271
Financial Perspectives
Minnesota
$60.6K
MCM
272
MAI Capital Management
Ohio
$60.5K +$28.2K +579 +90%
T
273
Tidemark
California
$59.7K
Bessemer Group
274
Bessemer Group
New Jersey
$57K +$30.5K +625 +118%
FFWM
275
Future Financial Wealth Management
Ohio
$54.5K