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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
MAS
301
MPWM Advisory Solutions
Georgia
$14.9K -$18.9K -387 -56%
GTAM
302
Global Trust Asset Management
Florida
$14.8K
SIS
303
Strategic Investment Solutions
Illinois
$14.8K
VNA
304
Valley National Advisers
Pennsylvania
$14K +$146 +3 +1%
AT
305
Arlington Trust
Alabama
$13.8K
CHC
306
City Holding Co
West Virginia
$13.4K
AIP
307
Ameritas Investment Partners
Nebraska
$12.6K
AssetMark Inc
308
AssetMark Inc
California
$12.6K +$390 +8 +3%
CPG
309
Cornerstone Planning Group
New Jersey
$11.5K +$146 +3 +1%
APW
310
Aventura Private Wealth
Florida
$9.36K +$98 +2 +1%
TAM
311
Townsend Asset Management
North Carolina
$7.42K
AIM
312
Anchor Investment Management
South Carolina
$7.28K +$7.17K +147 New
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$6.28K
YDMI
314
Y.D. More Investments
Israel
$5.93K -$195K -4,000 -97%
AWM
315
AllSquare Wealth Management
New York
$5.83K
JWM
316
JPL Wealth Management
Colorado
$4.75K +$4.68K +96 New
CA
317
CoreCap Advisors
Michigan
$4.55K +$4.49K +92 New
KFP
318
Kerr Financial Planning
California
$3.62K +$3.66K +75 New
BWL
319
Bogart Wealth LLC
Virginia
$3.17K
Qube Research & Technologies (QRT)
320
Qube Research & Technologies (QRT)
United Kingdom
$2.82K -$1.3M -26,752 -100%
MFT
321
Moisand Fitzgerald Tamayo
Florida
$2.62K
FLP
322
Financial Life Planners
Arizona
$1.98K +$1.95K +40 New
NC
323
North Capital
Utah
$1.78K +$49 +1 +3%
BC
324
Bulwark Capital
Florida
$1.58K
BIA
325
Bell Investment Advisors
California
$1.39K +$1.36K +28 New