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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
Bessemer Group
301
Bessemer Group
New Jersey
$32K
CFD
302
Creative Financial Designs
Indiana
$29.8K +$50 +1 +0.2%
IFWM
303
Institute for Wealth Management
Colorado
$29.4K +$28.9K +578 New
WIM
304
Westside Investment Management
California
$28.5K
MA
305
MCF Advisors
Kentucky
$27.5K
TC
306
Trust Company
Kansas
$27.1K
AssetMark Inc
307
AssetMark Inc
California
$25.8K +$12.1K +242 +91%
LC
308
Luminist Capital
Michigan
$25.5K -$27.8K -556 -53%
AIC
309
Archer Investment Corporation
Indiana
$22.9K
CHC
310
City Holding Co
West Virginia
$22.4K +$3.5K +70 +19%
EWA
311
EverSource Wealth Advisors
Alabama
$20.3K
VFM
312
Vision Financial Markets
Connecticut
$19.7K
SWM
313
SHP Wealth Management
Massachusetts
$17.1K
VNA
314
Valley National Advisers
Pennsylvania
$16K +$200 +4 +1%
SIS
315
Strategic Investment Solutions
Illinois
$15.3K
UBS AM
316
UBS AM
Illinois
$14.8K
HHCP
317
Hilton Head Capital Partners
South Carolina
$14.5K
AT
318
Arlington Trust
Alabama
$14.2K
Russell Investments Group
319
Russell Investments Group
United Kingdom
$13.7K -$5.95K -119 -31%
KFI
320
Key Financial Inc
Pennsylvania
$13.6K
CPG
321
Cornerstone Planning Group
New Jersey
$13.2K +$50 +1 +0.4%
AIP
322
Ameritas Investment Partners
Nebraska
$13K
WAG
323
Wilkerson Advisory Group
Missouri
$11.2K +$11K +220 New
MTI
324
Merrithew & Thorsten Inc
California
$11K +$150 +3 +1%
EWM
325
Evermay Wealth Management
Virginia
$10.9K

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.