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Invesco S&P 500 High Dividend Low Volatility ETF
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Overview Fund Activity

329 hedge funds and large institutions have $1.04B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 125 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
-9
Holders Change %
-2.66%
% of All Funds
4.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
125
Reduced
112
Closed
30
Calls
$1.6M
Puts
$1.14M
Net Calls
+$466K
Net Calls Change
-$132K

Top Buyers

1
BAM
BTS Asset Management
Massachusetts
+$10.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.2M
3
FWM
Foguth Wealth Management
Michigan
+$5.05M
4
SAW
Signal Advisors Wealth
Michigan
+$4.96M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$3.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$36.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$23.9M
3
B
Barings
North Carolina
-$18.9M
4
LPL Financial
LPL Financial
California
-$14.4M
5
Goldman Sachs
Goldman Sachs
New York
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
51
Sovran Advisors
California
$3.59M +$61.6K +1,269 +2%
LI
52
LMCG Investments
Massachusetts
$3.51M +$403K +8,481 +13%
CIAS
53
Capital Investment Advisory Services
North Carolina
$3.5M -$7.28K -153 -0.2%
AWA
54
Arete Wealth Advisors
Illinois
$3.34M +$131K +2,764 +4%
CW
55
CreativeOne Wealth
Kansas
$3.27M +$581K +12,219 +22%
KAS
56
Kestra Advisory Services
Texas
$3.23M +$120K +2,524 +4%
WAS
57
WESPAC Advisors SoCal
California
$3.12M -$6.99M -146,983 -69%
DWA
58
Delos Wealth Advisors
Texas
$3.11M -$241K -5,074 -7%
SWM
59
Stonebridge Wealth Management
Illinois
$3.09M +$3.09M +65,041 New
MML Investors Services
60
MML Investors Services
Massachusetts
$3.03M -$696K -14,641 -19%
DK
61
David Kennon
Florida
$2.98M -$84.8K -1,782 -3%
CPC
62
Cookson Peirce & Co
Pennsylvania
$2.81M +$17K +358 +0.6%
Mariner
63
Mariner
Kansas
$2.77M +$62.5K +1,314 +2%
LA
64
LM Advisors
California
$2.65M -$114K -2,398 -4%
PWMG
65
Pinnacle Wealth Management Group
Michigan
$2.62M +$99.5K +2,093 +4%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$2.22M +$304K +6,390 +16%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$2.12M -$89.1K -1,873 -4%
LIA
68
Lynx Investment Advisory
District of Columbia
$2.12M +$223K +4,692 +12%
TWP
69
Tyche Wealth Partners
Texas
$2.03M -$88.2K -1,854 -4%
KIM
70
Kestra Investment Management
Texas
$1.99M +$956K +19,541 +93%
WTB
71
Washington Trust Bank
Washington
$1.89M +$9.99K +210 +0.5%
AAS
72
Avantax Advisory Services
Texas
$1.85M -$21.3K -448 -1%
ALA
73
Atlas Legacy Advisors
California
$1.79M +$191K +4,006 +12%
HighTower Advisors
74
HighTower Advisors
Illinois
$1.69M +$21.2K +446 +1%
PTC
75
Private Trust Company
Ohio
$1.69M -$204K -4,296 -11%
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3
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