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Invesco S&P 500 High Dividend Low Volatility ETF

334 hedge funds and large institutions have $1.05B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $460K

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

3% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 112

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $1.05B → $1.05B (-$704K)

0.09% less ownership

Funds ownership: 33.07%32.99% (-0.09%)

1% less funds holding

Funds holding: 339334 (-5)

Holders
334
Holders Change
-5
Holders Change %
-1.47%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
115
Reduced
112
Closed
30
Calls
$1.35M
Puts
$460K
Net Calls
+$890K
Net Calls Change
+$424K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arete Wealth Advisors
Illinois
$3.51M +$36.2K +743 +1%
FPAS
52
Focus Partners Advisor Solutions
Missouri
$3.3M +$1.68M +34,465 +100%
SWM
53
Stonebridge Wealth Management
Illinois
$3.18M -$39.8K -817 -1%
MML Investors Services
54
MML Investors Services
Massachusetts
$3.11M -$35.2K -722 -1%
CPC
55
Cookson Peirce & Co
Pennsylvania
$2.98M +$54.5K +1,118 +2%
DK
56
David Kennon
Florida
$2.97M -$125K -2,568 -4%
PWMG
57
Pinnacle Wealth Management Group
Michigan
$2.85M +$120K +2,452 +4%
LA
58
LM Advisors
California
$2.8M +$47.7K +979 +2%
KAS
59
Kestra Advisory Services
Texas
$2.76M -$592K -12,140 -18%
Mariner
60
Mariner
Kansas
$2.71M -$171K -3,506 -6%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$2.58M +$259K +5,308 +11%
LIA
62
Lynx Investment Advisory
District of Columbia
$2.38M +$176K +3,611 +8%
WTB
63
Washington Trust Bank
Washington
$2.22M +$250K +5,127 +13%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$2.16M -$42.8K -877 -2%
TWP
65
Tyche Wealth Partners
Texas
$2.08M -$37.7K -773 -2%
WFA
66
WJ Financial Advisors
Connecticut
$2.03M +$2M +41,044 New
SOS
67
Silver Oak Securities
Tennessee
$1.99M +$1.93M +39,659 +7,211%
AQR Capital Management
68
AQR Capital Management
Connecticut
$1.93M +$1.9M +38,963 New
CFP
69
Curran Financial Partners
South Carolina
$1.86M +$345K +7,070 +23%
MPWT
70
MassMutual Private Wealth & Trust
Connecticut
$1.78M +$88.6K +1,817 +5%
MPM
71
Meritage Portfolio Management
Kansas
$1.75M +$566K +11,617 +49%
PTC
72
Private Trust Company
Ohio
$1.71M -$40.2K -825 -2%
HighTower Advisors
73
HighTower Advisors
Illinois
$1.64M -$121K -2,490 -7%
SPIA
74
Steward Partners Investment Advisory
New York
$1.61M +$621K +12,745 +65%
SWP
75
Stratos Wealth Partners
Ohio
$1.6M +$180K +3,682 +13%