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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
MAM
351
Milestone Asset Management
Pennsylvania
-$220K -4,439 Closed
PWP
352
Principle Wealth Partners
Connecticut
-$211K -4,272 Closed
MIFH
353
Migdal Insurance & Financial Holdings
Israel
-$210K -4,248 Closed
AWM
354
Apollon Wealth Management
South Carolina
-$206K -4,158 Closed
ACM
355
Armbruster Capital Management
New York
-$205K -4,152 Closed
PP
356
PDS Planning
Ohio
-$204K -4,128 Closed
GWSG
357
GPS Wealth Strategies Group
Colorado
-$204K -4,124 Closed
Deutsche Bank
358
Deutsche Bank
Germany
-$159K -3,206 Closed
PS
359
Principal Securities
Iowa
-$120K -2,428 Closed
FFWM
360
Future Financial Wealth Management
Ohio
-$54.5K -1,102 Closed
PFA
361
Pathway Financial Advisers
Indiana
-$29.2K -591 Closed
Optiver Holding
362
Optiver Holding
Netherlands
-$23.5K -476 Closed
LC
363
Luminist Capital
Michigan
-$20.9K -421 Closed
AP
364
Aspect Partners
Virginia
-$18.2K -369 Closed
GTAM
365
Global Trust Asset Management
Florida
-$14.8K -300 Closed
JWM
366
JPL Wealth Management
Colorado
-$4.75K -96 Closed
FLP
367
Financial Life Planners
Arizona
-$1.98K -40 Closed
NC
368
North Capital
Utah
-$1.78K -36 Closed