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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
SWM
301
SHP Wealth Management
Massachusetts
$16.2K +$16.2K +337 New
FFA
302
Founders Financial Alliance
North Carolina
$15.2K
SIS
303
Strategic Investment Solutions
Illinois
$14.4K
VNA
304
Valley National Advisers
Pennsylvania
$14K +$193 +4 +1%
HHCP
305
Hilton Head Capital Partners
South Carolina
$13.7K +$13.7K +285 New
AT
306
Arlington Trust
Alabama
$13.4K
CHC
307
City Holding Co
West Virginia
$13K
AssetMark Inc
308
AssetMark Inc
California
$12.7K +$482 +10 +4%
AIP
309
Ameritas Investment Partners
Nebraska
$12.2K
CPG
310
Cornerstone Planning Group
New Jersey
$12.1K +$145 +3 +1%
MTI
311
Merrithew & Thorsten Inc
California
$10K +$10.6K +220 New
APW
312
Aventura Private Wealth
Florida
$9.19K +$96 +2 +1%
CA
313
CoreCap Advisors
Michigan
$7.78K +$3.37K +70 +76%
KFP
314
Kerr Financial Planning
California
$7.53K +$3.66K +76 +101%
TAM
315
Townsend Asset Management
North Carolina
$7.2K
SHF
316
Safe Harbor Fiduciary
Florida
$7.2K +$7.23K +150 New
AIM
317
Anchor Investment Management
South Carolina
$7.15K +$96 +2 +1%
OSAM
318
O'Shaughnessy Asset Management
Connecticut
$6.1K
YDMI
319
Y.D. More Investments
Israel
$5.76K
MAS
320
MPWM Advisory Solutions
Georgia
$4.88K -$9.64K -200 -66%
MCA
321
McGuire Capital Advisors
Oklahoma
$3.12K +$3.13K +65 New
BWL
322
Bogart Wealth LLC
Virginia
$3.07K
Qube Research & Technologies (QRT)
323
Qube Research & Technologies (QRT)
United Kingdom
$2.78K +$48 +1 +2%
SEP
324
Signature Equity Partners
Ohio
$2.77K +$2.79K +58 New
MFT
325
Moisand Fitzgerald Tamayo
Florida
$2.54K