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
T
276
Tidemark
California
$57.4K
BIG
277
Brooklyn Investment Group
New York
$56.1K
FFWM
278
Future Financial Wealth Management
Ohio
$52.4K
WIM
279
Westside Investment Management
California
$47.5K
BTI
280
Blue Trust Inc
Georgia
$43.5K
FDCDDQ
281
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.8K
CA
282
Clearstead Advisors
Ohio
$38.1K
CAM
283
Creekmur Asset Management
Illinois
$35.7K
FFL
284
Financial Freedom LLC
Ohio
$35.5K
GCM
285
Gables Capital Management
Florida
$34.4K
CFD
286
Creative Financial Designs
Indiana
$34K
MAS
287
MPWM Advisory Solutions
Georgia
$32.8K
HBW
288
Hazlett, Burt & Watson
West Virginia
$32K
MCM
289
MAI Capital Management
Ohio
$30.6K
SOS
290
Silver Oak Securities
Tennessee
$26.2K
AIC
291
Archer Investment Corporation
Indiana
$26.2K
MA
292
MCF Advisors
Kentucky
$25.7K
TC
293
Trust Company
Kansas
$25.2K
Bessemer Group
294
Bessemer Group
New Jersey
$25K
KFI
295
Key Financial Inc
Pennsylvania
$23.8K
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$19.9K
EWA
297
EverSource Wealth Advisors
Alabama
$19K
BCM
298
Boreal Capital Management
Florida
$19K
VFM
299
Vision Financial Markets
Connecticut
$18.3K
AP
300
Aspect Partners
Virginia
$17.6K