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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
BCM
276
Boreal Capital Management
Florida
$49.5K +$29.3K +600 +150%
BTI
277
Blue Trust Inc
Georgia
$45.7K +$439 +9 +1%
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.5K
HI
279
Horizon Investments
North Carolina
$43.8K +$43.3K +889 New
NSG
280
Nalls Sherbakoff Group
Tennessee
$42.6K
CA
281
Clearstead Advisors
Ohio
$39.7K
CAM
282
Creekmur Asset Management
Illinois
$37.5K +$390 +8 +1%
FFL
283
Financial Freedom LLC
Ohio
$37.2K +$195 +4 +0.5%
GCM
284
Gables Capital Management
Florida
$35.8K
CFD
285
Creative Financial Designs
Indiana
$35.5K +$146 +3 +0.4%
HBW
286
Hazlett, Burt & Watson
West Virginia
$33K
PFA
287
Pathway Financial Advisers
Indiana
$29.2K +$28.8K +591 New
WIM
288
Westside Investment Management
California
$27.7K -$21K -431 -43%
AIC
289
Archer Investment Corporation
Indiana
$27.2K
MA
290
MCF Advisors
Kentucky
$26.8K
TC
291
Trust Company
Kansas
$26.2K
KFI
292
Key Financial Inc
Pennsylvania
$24.9K
Optiver Holding
293
Optiver Holding
Netherlands
$23.5K +$23.2K +476 New
Russell Investments Group
294
Russell Investments Group
United Kingdom
$21.2K +$10.6K +218 +103%
LC
295
Luminist Capital
Michigan
$20.9K -$41K -841 -67%
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$20.7K
EWA
297
EverSource Wealth Advisors
Alabama
$19.8K
VFM
298
Vision Financial Markets
Connecticut
$19K
AP
299
Aspect Partners
Virginia
$18.2K
FFA
300
Founders Financial Alliance
North Carolina
$15.7K