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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
AWM
276
AE Wealth Management
Kansas
$75.8K +$26.4K +529 +55%
JWA
277
JFS Wealth Advisors
Pennsylvania
$75.5K +$74.3K +1,486 New
1L
278
10Elms LLP
Oklahoma
$73.7K +$4.35K +87 +6%
PNC Financial Services Group
279
PNC Financial Services Group
Pennsylvania
$73K -$9.2K -184 -11%
CAL
280
Capital Advisors Ltd
Ohio
$72K -$6.8K -136 -9%
JFGIW
281
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71.5K
POIA
282
Pin Oak Investment Advisors
Texas
$70K
NFSG
283
Newbridge Financial Services Group
Florida
$64.6K -$4.9K -98 -7%
CA
284
Clearstead Advisors
Ohio
$64.4K +$2.25K +45 +4%
FP
285
Financial Perspectives
Minnesota
$62.3K
SOS
286
Silver Oak Securities
Tennessee
$61.8K
T
287
Tidemark
California
$61.4K
US Bancorp
288
US Bancorp
Minnesota
$52.7K -$78.6K -1,572 -60%
BCM
289
Boreal Capital Management
Florida
$50.8K
TSMHT
290
Thurston Springer Miller Herd & Titak
Indiana
$50.4K +$350 +7 +0.7%
RF
291
Robinswood Financial
Washington
$47.9K
AF
292
Advisornet Financial
Minnesota
$47.6K -$12.5K -251 -21%
SFS
293
Sunrise Financial Services
Washington
$46.9K +$15.5K +311 +51%
IAS
294
IMA Advisory Services
Colorado
$46.7K +$45.9K +918 New
FDCDDQ
295
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.7K
HI
296
Horizon Investments
North Carolina
$45.2K -$63.6K -1,273 -59%
NSG
297
Nalls Sherbakoff Group
Tennessee
$43.8K
GCM
298
Gables Capital Management
Florida
$36.8K
FFA
299
Founders Financial Alliance
North Carolina
$36.5K +$20K +400 +126%
HBW
300
Hazlett, Burt & Watson
West Virginia
$34K

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.