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Invesco S&P 500 High Dividend Low Volatility ETF

334 hedge funds and large institutions have $1.05B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $460K

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

3% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 112

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $1.05B → $1.05B (-$704K)

0.09% less ownership

Funds ownership: 33.07%32.99% (-0.09%)

1% less funds holding

Funds holding: 339334 (-5)

Holders
334
Holders Change
-5
Holders Change %
-1.47%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
115
Reduced
112
Closed
30
Calls
$1.35M
Puts
$460K
Net Calls
+$890K
Net Calls Change
+$424K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$9.72M -$291K -5,974 -3%
AF
27
Allworth Financial
California
$9.66M -$316K -6,489 -3%
BAM
28
BTS Asset Management
Massachusetts
$9.56M -$1.02M -20,948 -10%
LS
29
Leelyn Smith
Illinois
$8.18M +$255K +5,228 +3%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$8.07M -$27.2K -558 -0.3%
GB
31
Gunma Bank
Japan
$7.17M
BCM
32
Brookstone Capital Management
Illinois
$6.94M -$315K -6,466 -4%
NCM
33
Northside Capital Management
Oregon
$6.57M
Truist Financial
34
Truist Financial
North Carolina
$6.35M +$166K +3,397 +3%
FC
35
Fusion Capital
South Carolina
$5.92M +$84.1K +1,724 +1%
NA
36
NewEdge Advisors
Louisiana
$5.91M +$203K +4,160 +4%
FGA
37
Fortis Group Advisors
New Jersey
$5.85M -$100K -2,055 -2%
OC
38
Oppenheimer & Co
New York
$4.67M +$67.7K +1,388 +1%
PG
39
Prostatis Group
Maryland
$4.66M +$4.19M +85,887 +1,027%
CW
40
CreativeOne Wealth
Kansas
$4.63M +$1.21M +24,867 +36%
GWM
41
Geneos Wealth Management
Colorado
$4.58M -$57.3K -1,176 -1%
WA
42
Waverly Advisors
Alabama
$4.35M -$237K -4,864 -5%
SA
43
Sanctuary Advisors
Indiana
$4.27M -$121K -2,472 -3%
CI
44
Clal Insurance
Israel
$4.22M
Creative Planning
45
Creative Planning
Kansas
$4.17M -$13K -266 -0.3%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$4.07M +$16.3K +334 +0.4%
LI
47
LMCG Investments
Massachusetts
$3.93M +$282K +5,777 +8%
VVP
48
Venture Visionary Partners
Ohio
$3.93M +$634 +13 +0%
CIAS
49
Capital Investment Advisory Services
North Carolina
$3.69M +$51.9K +1,064 +1%
DWA
50
Delos Wealth Advisors
Texas
$3.58M +$342K +7,017 +11%