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Invesco S&P 500 High Dividend Low Volatility ETF

323 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $1.04B → $1.03B (-$7.78M)

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

2% less funds holding

Funds holding: 331323 (-8)

Holders
323
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.35M
Puts
$460K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Stonebridge Wealth Management
Illinois
$3.18M
MML Investors Services
52
MML Investors Services
Massachusetts
$3.11M
CPC
53
Cookson Peirce & Co
Pennsylvania
$2.98M
DK
54
David Kennon
Florida
$2.97M
PWMG
55
Pinnacle Wealth Management Group
Michigan
$2.85M
LA
56
LM Advisors
California
$2.8M
KAS
57
Kestra Advisory Services
Texas
$2.76M
Mariner
58
Mariner
Kansas
$2.71M
Baird Financial Group
59
Baird Financial Group
Wisconsin
$2.58M
LIA
60
Lynx Investment Advisory
District of Columbia
$2.38M
WTB
61
Washington Trust Bank
Washington
$2.22M
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$2.16M
TWP
63
Tyche Wealth Partners
Texas
$2.08M
WFA
64
WJ Financial Advisors
Connecticut
$2.03M
SOS
65
Silver Oak Securities
Tennessee
$1.99M
AQR Capital Management
66
AQR Capital Management
Connecticut
$1.93M
CFP
67
Curran Financial Partners
South Carolina
$1.86M
MPWT
68
MassMutual Private Wealth & Trust
Connecticut
$1.78M
MPM
69
Meritage Portfolio Management
Kansas
$1.75M
PTC
70
Private Trust Company
Ohio
$1.71M
HighTower Advisors
71
HighTower Advisors
Illinois
$1.64M
SPIA
72
Steward Partners Investment Advisory
New York
$1.61M
SWP
73
Stratos Wealth Partners
Ohio
$1.6M
PEA
74
Park Edge Advisors
Ohio
$1.58M
CRI
75
Colonial River Investments
Virginia
$1.52M