We are live on ! Find out more
SPHD icon

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
LA
276
LM Advisors
California
$57.1K -$2.6M -53,863 -95%
HI
277
Horizon Investments
North Carolina
$54.2K +$11.8K +244 +27%
BCM
278
Boreal Capital Management
Florida
$48K
FDCDDQ
279
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.2K
NSG
280
Nalls Sherbakoff Group
Tennessee
$41.3K
SAG
281
SageView Advisory Group
California
$39.5K +$39.6K +822 New
CA
282
Clearstead Advisors
Ohio
$38.5K
FFL
283
Financial Freedom LLC
Ohio
$36.4K +$289 +6 +0.8%
GCM
284
Gables Capital Management
Florida
$34.8K
CFD
285
Creative Financial Designs
Indiana
$33.3K -$1.11K -23 -3%
HBW
286
Hazlett, Burt & Watson
West Virginia
$32K
MCM
287
MAI Capital Management
Ohio
$31.2K -$27.6K -572 -47%
Bessemer Group
288
Bessemer Group
New Jersey
$30K -$25.5K -529 -46%
SFS
289
Sunrise Financial Services
Washington
$29.3K +$29.4K +611 New
WIM
290
Westside Investment Management
California
$26.9K
BTI
291
Blue Trust Inc
Georgia
$26K -$18.5K -383 -41%
MA
292
MCF Advisors
Kentucky
$26K
TC
293
Trust Company
Kansas
$25.4K
KFI
294
Key Financial Inc
Pennsylvania
$24K
AIC
295
Archer Investment Corporation
Indiana
$21.6K -$4.82K -100 -18%
Russell Investments Group
296
Russell Investments Group
United Kingdom
$21.6K +$964 +20 +5%
CIBC Private Wealth Group
297
CIBC Private Wealth Group
Georgia
$20.1K
EWA
298
EverSource Wealth Advisors
Alabama
$19.2K
FC
299
Financial Consulate
Maryland
$18.7K +$18.8K +390 New
VFM
300
Vision Financial Markets
Connecticut
$18.4K