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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
FWM
26
Foguth Wealth Management
Michigan
$8.95M +$8.94M +185,506 New
BAM
27
BTS Asset Management
Massachusetts
$8.7M -$610K -12,656 -7%
LS
28
Leelyn Smith
Illinois
$8.1M +$160K +3,316 +2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$8.04M +$209K +4,339 +3%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$6.77M +$2.77M +57,564 +70%
SW
31
SteelPeak Wealth
California
$6.73M +$6.21M +128,786 +1,125%
EH
32
Equitable Holdings
New York
$6.69M -$8.07M -167,410 -55%
SA
33
Sanctuary Advisors
Indiana
$6.62M +$2.49M +51,661 +60%
NCM
34
Northside Capital Management
Oregon
$6.38M
FGA
35
Fortis Group Advisors
New Jersey
$6.35M +$126K +2,622 +2%
FC
36
Fusion Capital
South Carolina
$6.12M +$121K +2,502 +2%
NA
37
NewEdge Advisors
Louisiana
$5.8M +$66.6K +1,382 +1%
BCM
38
Brookstone Capital Management
Illinois
$5.71M -$1.03M -21,372 -15%
Truist Financial
39
Truist Financial
North Carolina
$5.6M -$564K -11,709 -9%
JF
40
Jump Financial
Illinois
$4.73M +$4.75M +98,558 New
PG
41
Prostatis Group
Maryland
$4.59M +$61.4K +1,275 +1%
CW
42
CreativeOne Wealth
Kansas
$4.37M -$121K -2,513 -3%
OC
43
Oppenheimer & Co
New York
$4.3M -$232K -4,810 -5%
CI
44
Clal Insurance
Israel
$4.1M
Creative Planning
45
Creative Planning
Kansas
$3.99M -$58.4K -1,211 -1%
VVP
46
Venture Visionary Partners
Ohio
$3.81M -$530 -11 -0%
CIAS
47
Capital Investment Advisory Services
North Carolina
$3.63M +$48.4K +1,004 +1%
LI
48
LMCG Investments
Massachusetts
$3.63M -$189K -3,932 -5%
DWA
49
Delos Wealth Advisors
Texas
$3.58M +$107K +2,210 +3%
AWA
50
Arete Wealth Advisors
Illinois
$3.51M +$105K +2,175 +3%