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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
PWM
251
Provident Wealth Management
Tennessee
$103K
RF
252
Robinswood Financial
Washington
$102K +$386 +8 +0.4%
IA
253
IFS Advisors
Kansas
$99.5K
HWA
254
HHM Wealth Advisors
Tennessee
$99.1K +$99.5K +2,065 New
CAL
255
Capital Advisors Ltd
Ohio
$99K +$289 +6 +0.3%
TFGT
256
TS Financial Group (TSFG)
Illinois
$96K
William Blair & Company
257
William Blair & Company
Illinois
$91.7K -$132K -2,742 -59%
RFP
258
Root Financial Partners
California
$91K
CAL
259
Capital Analysts LLC
Pennsylvania
$89K +$819 +17 +0.9%
TSMHT
260
Thurston Springer Miller Herd & Titak
Indiana
$80.5K +$80.8K +1,677 New
ISWM
261
Intesa Sanpaolo Wealth Management
$78.6K +$78.9K +1,638 New
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$77.8K +$48 +1 +0.1%
CWM
263
Cedar Wealth Management
California
$77.3K
BAM
264
Bellevue Asset Management
Washington
$77.1K +$482 +10 +0.6%
Corient Private Wealth
265
Corient Private Wealth
Florida
$75K +$603K +12,512 New
POIA
266
Pin Oak Investment Advisors
Texas
$71K
AWM
267
AE Wealth Management
Kansas
$70.6K -$38.3K -794 -35%
AF
268
Advisornet Financial
Minnesota
$68.9K
MWM
269
MGB Wealth Management
Texas
$68.5K +$337 +7 +0.5%
JFGIW
270
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67.5K
NFSG
271
Newbridge Financial Services Group
Florida
$65.6K +$96 +2 +0.1%
1L
272
10Elms LLP
Oklahoma
$65.4K
SOS
273
Silver Oak Securities
Tennessee
$65.2K -$1.87M -38,859 -97%
FP
274
Financial Perspectives
Minnesota
$58.8K
T
275
Tidemark
California
$57.9K