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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
HWA
326
Heritage Wealth Advisors
Virginia
$809
PWM
327
Proathlete Wealth Management
Florida
$767
MHIP
328
Mountain Hill Investment Partners
New Jersey
$613
T
329
Transce3nd
Texas
$476
GI
330
GAMMA Investing
California
$380
VEA
331
Virtus ETF Advisers
New York
$285
HCM
332
Hollencrest Capital Management
California
$143
B
333
Barings
North Carolina
GS
334
GWN Securities
Florida
WWM
335
Whalen Wealth Management
Nevada
VAM
336
Verity Asset Management
North Carolina
Two Sigma Investments
337
Two Sigma Investments
New York
QC
338
Quadrature Capital
United Kingdom
AQR Capital Management
339
AQR Capital Management
Connecticut
OCM
340
One Capital Management
California
EWM
341
EPG Wealth Management
Georgia
AFP
342
Alpha Financial Partners
Kentucky
MWM
343
Modern Wealth Management
Kansas
SC
344
Sykon Capital
New York
BAM
345
BOS Asset Management
Illinois
PCIA
346
Prime Capital Investment Advisors
Kansas
Lido Advisors
347
Lido Advisors
California
BCP
348
Berkeley Capital Partners
Georgia
MAM
349
Milestone Asset Management
Pennsylvania
ACM
350
Armbruster Capital Management
New York