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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
SFG
326
Strive Financial Group
Indiana
$2.49K +$2.46K +51 New
SIS
327
Sound Income Strategies
Florida
$1.63K +$1.59K +33 New
BC
328
Bulwark Capital
Florida
$1.54K
BIA
329
Bell Investment Advisors
California
$1.34K
DFA
330
DHJJ Financial Advisors
Illinois
$1.24K
PWM
331
Proathlete Wealth Management
Florida
$1.08K +$96 +2 +10%
MHR
332
Matthew Hamilton Rosenberg
$912
SA
333
Strategic Advocates
Utah
$821
MHIP
334
Mountain Hill Investment Partners
New Jersey
$632
VEA
335
Virtus ETF Advisers
New York
$576
S
336
SignatureFD
Georgia
$190
HCM
337
Hollencrest Capital Management
California
$144
GI
338
GAMMA Investing
California
$96 -$289 -6 -75%
IWC
339
Integrated Wealth Concepts
Massachusetts
-$957K -19,355 Closed
GSEP
340
Golden State Equity Partners
California
-$904K -18,274 Closed
SWA
341
Stratos Wealth Advisors
Ohio
-$773K -15,625 Closed
CL
342
COWA LLC
Oklahoma
-$741K -14,990 Closed
Goldman Sachs
343
Goldman Sachs
New York
-$649K -13,122 Closed
IA
344
Integrity Alliance
Iowa
-$475K -9,601 Closed
WFA
345
WMG Financial Advisors
Tennessee
-$452K -9,148 Closed
Tudor Investment Corp
346
Tudor Investment Corp
Connecticut
-$379K -7,660 Closed
RCA
347
Runnymede Capital Advisors
Ohio
-$325K -6,571 Closed
CAG
348
Centerpoint Advisory Group
Kansas
-$321K -6,500 Closed
Jane Street
349
Jane Street
New York
-$265K -5,502 Closed
MWA
350
Meridian Wealth Advisors
Texas
-$260K -5,250 Closed