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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
FFA
301
Founders Financial Alliance
North Carolina
$15.1K
GTAM
302
Global Trust Asset Management
Florida
$14.3K
SIS
303
Strategic Investment Solutions
Illinois
$14.3K
VNA
304
Valley National Advisers
Pennsylvania
$14K
PPA
305
Painted Porch Advisors
California
$14K
AT
306
Arlington Trust
Alabama
$13.3K
CHC
307
City Holding Co
West Virginia
$12.8K
AIP
308
Ameritas Investment Partners
Nebraska
$12.1K
BFP
309
Briaud Financial Planning
Texas
$12K
AssetMark Inc
310
AssetMark Inc
California
$11.7K
CPG
311
Cornerstone Planning Group
New Jersey
$11.6K
Russell Investments Group
312
Russell Investments Group
United Kingdom
$10K
HFS
313
Hantz Financial Services
Michigan
$9K
TAM
314
Townsend Asset Management
North Carolina
$7.13K
DF
315
Dunhill Financial
United Kingdom
$6.42K
EWM
316
Evolution Wealth Management
Florida
$6.18K
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$6.04K
AWM
318
AllSquare Wealth Management
New York
$5.61K
BWL
319
Bogart Wealth LLC
Virginia
$3.04K
MFT
320
Moisand Fitzgerald Tamayo
Florida
$2.52K
NC
321
North Capital
Utah
$1.67K
BC
322
Bulwark Capital
Florida
$1.52K
DFA
323
DHJJ Financial Advisors
Illinois
$1.22K
S
324
SignatureFD
Georgia
$1.13K
MHR
325
Matthew Hamilton Rosenberg
$904