SPHD icon

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.

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 %
PEA
51
Park Edge Advisors
Ohio
$3.48M -$31.1K -620 -0.9%
SA
52
Sovran Advisors
California
$3.43M +$312K +6,617 +10%
AWS
53
Atria Wealth Solutions
New York
$3.42M +$129K +2,564 +4%
AWA
54
Arete Wealth Advisors
Illinois
$3.39M +$31.1K +619 +0.9%
KAS
55
Kestra Advisory Services
Texas
$3.28M +$582K +11,592 +22%
LI
56
LMCG Investments
Massachusetts
$3.28M +$1.04M +20,784 +47%
DK
57
David Kennon
Florida
$3.24M -$267K -5,321 -8%
AI
58
Atria Investments
North Carolina
$3.14M -$2.29M -45,509 -42%
CPC
59
Cookson Peirce & Co
Pennsylvania
$2.95M -$97.8K -1,948 -3%
LA
60
LM Advisors
California
$2.91M +$25.1K +500 +0.9%
Mariner
61
Mariner
Kansas
$2.86M -$452K -8,993 -14%
CW
62
CreativeOne Wealth
Kansas
$2.84M +$21.9K +436 +0.8%
PWMG
63
Pinnacle Wealth Management Group
Michigan
$2.67M -$306K -6,083 -10%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$2.33M -$242K -4,808 -9%
SW
65
SteelPeak Wealth
California
$2.32M -$1.44M -28,670 -38%
TWP
66
Tyche Wealth Partners
Texas
$2.24M +$30.1K +600 +1%
Renaissance Technologies
67
Renaissance Technologies
New York
$2.16M -$1.07M -21,300 -33%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$2.03M +$75K +1,494 +4%
WWM
69
Whalen Wealth Management
Nevada
$2M +$2M +39,885 New
LIA
70
Lynx Investment Advisory
District of Columbia
$2M +$11.4K +226 +0.6%
PTC
71
Private Trust Company
Ohio
$2M +$110K +2,186 +6%
GS
72
GWN Securities
Florida
$1.99M +$1.71M +36,124 +610%
WTB
73
Washington Trust Bank
Washington
$1.99M +$1.28M +25,392 +180%
AAS
74
Avantax Advisory Services
Texas
$1.98M -$94K -1,872 -5%
SOS
75
Silver Oak Securities
Tennessee
$1.98M +$1.96M +39,599 +14,092%