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Invesco S&P 500 High Dividend Low Volatility ETF

338 hedge funds and large institutions have $1.23B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-17
Holders Change %
-4.79%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
128
Reduced
101
Closed
40
Calls
$1.67M
Puts
$1.07M
Net Calls
+$598K
Net Calls Change
-$774K
Name Holding Trade Value Shares
Change
Shares
Change %
AF
26
Allworth Financial
California
$9.96M -$953K -20,123 -9%
XF
27
XML Financial
Maryland
$9.79M +$1.05M +20,932 +12%
PAG
28
Private Advisor Group
New Jersey
$9.65M +$223K +4,447 +2%
GWM
29
Geneos Wealth Management
Colorado
$9.15M +$4.72M +94,012 +107%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$8.44M +$375K +7,462 +5%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$8.27M +$2.64M +53,309 +47%
PG
32
Prostatis Group
Maryland
$8.07M +$4.9M +97,536 +155%
BCM
33
Brookstone Capital Management
Illinois
$7.94M +$582K +11,581 +8%
LS
34
Leelyn Smith
Illinois
$7.85M -$48.9K -974 -0.6%
IECM
35
Intrinsic Edge Capital Management
Illinois
$7.53M +$7.53M +150,000 New
GB
36
Gunma Bank
Japan
$7.28M
Truist Financial
37
Truist Financial
North Carolina
$6.87M -$1.35M -26,915 -16%
NCM
38
Northside Capital Management
Oregon
$6.67M
RFS
39
Retirement Financial Solutions
Tennessee
$6.42M -$315K -6,276 -5%
CI
40
Clal Insurance
Israel
$6.13M
FC
41
Fusion Capital
South Carolina
$6.05M +$148K +2,941 +3%
NA
42
NewEdge Advisors
Louisiana
$5.73M -$708K -14,101 -11%
Creative Planning
43
Creative Planning
Kansas
$5M +$4.5M +89,555 +904%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$4.88M -$2.08M -41,414 -30%
FGA
45
Fortis Group Advisors
New Jersey
$4.8M +$3.41M +67,893 +245%
OC
46
Oppenheimer & Co
New York
$4.56M +$212K +4,229 +5%
VVP
47
Venture Visionary Partners
Ohio
$3.99M +$904 +18 +0%
MML Investors Services
48
MML Investors Services
Massachusetts
$3.93M +$792K +15,763 +25%
CIAS
49
Capital Investment Advisory Services
North Carolina
$3.7M -$99.9K -1,989 -3%
DWA
50
Delos Wealth Advisors
Texas
$3.54M +$14.6K +291 +0.4%