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Invesco S&P 500 High Dividend Low Volatility ETF

331 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, 126 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

2% less funds holding

Funds holding: 339331 (-8)

15% less capital invested

Capital invested by funds: $1.23B → $1.04B (-$188M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

Holders
331
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
$1.6M
Puts
$1.14M
Net Calls
Net Calls Change

Top Sellers

1 -$36.4M
2 -$23.9M
3 -$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
Change in
Stake
SA
51
Sovran Advisors
California
$3.59M
LI
52
LMCG Investments
Massachusetts
$3.51M
CIAS
53
Capital Investment Advisory Services
North Carolina
$3.5M
AWA
54
Arete Wealth Advisors
Illinois
$3.34M
CW
55
CreativeOne Wealth
Kansas
$3.27M
KAS
56
Kestra Advisory Services
Texas
$3.23M
WAS
57
WESPAC Advisors SoCal
California
$3.12M
DWA
58
Delos Wealth Advisors
Texas
$3.11M
SWM
59
Stonebridge Wealth Management
Illinois
$3.09M
MML Investors Services
60
MML Investors Services
Massachusetts
$3.03M
DK
61
David Kennon
Florida
$2.98M
CPC
62
Cookson Peirce & Co
Pennsylvania
$2.81M
Mariner
63
Mariner
Kansas
$2.77M
LA
64
LM Advisors
California
$2.65M
PWMG
65
Pinnacle Wealth Management Group
Michigan
$2.62M
Baird Financial Group
66
Baird Financial Group
Wisconsin
$2.22M
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$2.12M
LIA
68
Lynx Investment Advisory
District of Columbia
$2.12M
TWP
69
Tyche Wealth Partners
Texas
$2.03M
KIM
70
Kestra Investment Management
Texas
$1.99M
WTB
71
Washington Trust Bank
Washington
$1.89M
AAS
72
Avantax Advisory Services
Texas
$1.85M
ALA
73
Atlas Legacy Advisors
California
$1.79M
HighTower Advisors
74
HighTower Advisors
Illinois
$1.69M
PTC
75
Private Trust Company
Ohio
$1.69M