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Invesco S&P 500 High Dividend Low Volatility ETF

353 hedge funds and large institutions have $1.09B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2026 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 129 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

25% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 103

3% more funds holding

Funds holding: 344353 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.96% less ownership

Funds ownership: 33.78%32.82% (-0.96%)

2% less capital invested

Capital invested by funds: $1.11B → $1.09B (-$19.9M)

57% less call options, than puts

Call options by funds: $2.73M | Put options by funds: $6.37M

Holders
353
Holders Change
+9
Holders Change %
+2.62%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
45
Increased
129
Reduced
103
Closed
30
Calls
$2.73M
Puts
$6.37M
Net Calls
-$3.64M
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
GPWM
251
Grant Private Wealth Management
California
$206K +$203K +4,054 New
MWA
252
Medallion Wealth Advisors
Connecticut
$205K -$523K -10,470 -78%
Northern Trust
253
Northern Trust
Illinois
$204K +$201K +4,015 New
IWN
254
Independent Wealth Network
Iowa
$203K +$200K +3,994 New
TCM
255
Traynor Capital Management
Pennsylvania
$200K +$197K +3,937 New
ACA
256
Aptus Capital Advisors
Alabama
$185K
HNB
257
Huntington National Bank
Ohio
$165K
CWM
258
Copia Wealth Management
Oregon
$163K -$9.45K -189 -6%
MIFH
259
Migdal Insurance & Financial Holdings
Israel
$161K +$158K +3,165 New
IA
260
IFP Advisors
Florida
$158K +$11.7K +235 +8%
CFM
261
Compass Financial Management
Florida
$148K +$144K +2,878 New
OW
262
Olistico Wealth
Oklahoma
$143K
VL
263
Vima LLC
Michigan
$137K +$135K +2,702 New
CWM
264
Consultiva Wealth Management
Puerto Rico
$131K
CBT
265
Crews Bank & Trust
Florida
$130K
OAG
266
Oakmont Advisory Group
New Mexico
$127K +$125K +2,502 New
William Blair & Company
267
William Blair & Company
Illinois
$119K +$550 +11 +0.5%
PWM
268
Provident Wealth Management
Tennessee
$109K -$50 -1 -0%
OSAM
269
O'Shaughnessy Asset Management
Connecticut
$108K -$53.8K -1,076 -34%
HWA
270
HHM Wealth Advisors
Tennessee
$105K
TFGT
271
TS Financial Group (TSFG)
Illinois
$102K
IA
272
IFS Advisors
Kansas
$99.2K -$6K -120 -6%
CAL
273
Capital Analysts LLC
Pennsylvania
$96K +$850 +17 +0.9%
BTI
274
Blue Trust Inc
Georgia
$86.8K +$57.9K +1,159 +211%
BAM
275
Bellevue Asset Management
Washington
$82.7K +$500 +10 +0.6%

SPHD Hedge Fund Activity: Q2 2026 in Review

353 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q2 2026, worth a combined $1.09B — down 1.8% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPHD positions and 30 closed out — a net gain of 15 holders — while 129 added to existing stakes and 103 trimmed.

The largest buyer was Jump Financial, opening a new position worth an estimated $7.72M. The largest seller was Financial Engines Advisors, cutting an estimated $27.2M.

  • 353 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q2 2026, up from 344 in Q1 2026.
  • Funds reported $1.09B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q2 2026, down 1.8% quarter-over-quarter.
  • 45 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q2 2026 and 30 closed out, a net change of +15 holders.
  • The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q2 2026 was Jump Financial, an estimated $7.72M added.
  • The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q2 2026 was Financial Engines Advisors, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2026.