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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
APFP
326
Action Point Financial Planning
Michigan
$10.2K +$10K +200 New
APW
327
Aventura Private Wealth
Florida
$9.98K +$100 +2 +1%
CA
328
CoreCap Advisors
Michigan
$9.2K
Vanguard Advisers Inc
329
Vanguard Advisers Inc
Pennsylvania
$8.41K +$900 +18 +12%
TAM
330
Townsend Asset Management
North Carolina
$7.63K
MAS
331
MPWM Advisory Solutions
Georgia
$5.3K +$50 +1 +1%
CIA
332
Cape Investment Advisory
Georgia
$5.08K +$5K +100 New
JWM
333
JPL Wealth Management
Colorado
$4.88K
LF
334
LifeSteps Financial
California
$4.58K +$4.5K +90 New
HFS
335
Hantz Financial Services
Michigan
$4K +$3.8K +76 New
SEP
336
Signature Equity Partners
Ohio
$3K +$50 +1 +2%
KFP
337
Kerr Financial Planning
California
$2.93K -$1K -20 -26%
MFT
338
Moisand Fitzgerald Tamayo
Florida
$2.69K
LAS
339
Lloyd Advisory Services
Georgia
$2.68K +$2.65K +53 New
GIA
340
GHP Investment Advisors
Colorado
$2.64K +$2.6K +52 New
FLP
341
Financial Life Planners
Arizona
$2.11K +$50 +1 +2%
SAM
342
Smartleaf Asset Management
Massachusetts
$1.96K
PWM
343
Proathlete Wealth Management
Florida
$1.64K +$100 +2 +7%
BWL
344
Bogart Wealth LLC
Virginia
$1.63K -$1.6K -32 -50%
BC
345
Bulwark Capital
Florida
$1.63K
BIA
346
Bell Investment Advisors
California
$1.42K
DFA
347
DHJJ Financial Advisors
Illinois
$1.33K
VEA
348
Virtus ETF Advisers
New York
$1.17K -$50 -1 -4%
RWM
349
RMG Wealth Management
Wisconsin
$1.15K +$1.1K +22 New
MHR
350
Matthew Hamilton Rosenberg
$966

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.