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Invesco S&P 500 High Dividend Low Volatility ETF

336 hedge funds and large institutions have $990M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 105 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $643K

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

10% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 105

1% more funds holding

Funds holding: 334336 (+2)

0.2% less ownership

Funds ownership: 32.99%32.79% (-0.2%)

6% less capital invested

Capital invested by funds: $1.05B → $990M (-$58.5M)

Holders
336
Holders Change
+2
Holders Change %
+0.6%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
43
Increased
116
Reduced
105
Closed
31
Calls
$2.04M
Puts
$643K
Net Calls
+$1.4M
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
51
Fortune Financial Group
Florida
$3.27M +$3.28M +68,037 New
GWM
52
Geneos Wealth Management
Colorado
$3.11M -$1.34M -27,858 -30%
CPC
53
Cookson Peirce & Co
Pennsylvania
$3.09M +$198K +4,106 +7%
AWM
54
Axxcess Wealth Management
California
$2.9M +$1.43M +29,765 +97%
DK
55
David Kennon
Florida
$2.8M -$82.9K -1,720 -3%
PWMG
56
Pinnacle Wealth Management Group
Michigan
$2.78M +$12.6K +262 +0.5%
MML Investors Services
57
MML Investors Services
Massachusetts
$2.76M -$259K -5,374 -9%
Mariner
58
Mariner
Kansas
$2.63M +$1.21K +25 +0%
KAS
59
Kestra Advisory Services
Texas
$2.6M -$69.9K -1,450 -3%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$2.56M +$55.9K +1,161 +2%
SWM
61
Stonebridge Wealth Management
Illinois
$2.42M -$670K -13,897 -22%
WFA
62
WJ Financial Advisors
Connecticut
$2.38M +$410K +8,499 +21%
AIS
63
Advocate Investing Services
Maryland
$2.31M +$2.31M +48,027 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$2.3M +$1.99M +41,262 +628%
WIA
65
World Investment Advisors
California
$2.27M +$2.28M +47,271 New
SPIA
66
Steward Partners Investment Advisory
New York
$2.18M +$622K +12,915 +40%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$2.17M +$1.91M +39,731 +722%
LIA
68
Lynx Investment Advisory
District of Columbia
$2.13M -$181K -3,748 -8%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$2.1M +$5.11K +106 +0.2%
CFP
70
Curran Financial Partners
South Carolina
$2.1M +$293K +6,089 +16%
WTB
71
Washington Trust Bank
Washington
$2.1M -$57.6K -1,196 -3%
TWP
72
Tyche Wealth Partners
Texas
$2.01M -$6.89K -143 -0.3%
Citadel Advisors
73
Citadel Advisors
Florida
$1.99M +$1.45M +30,175 +267%
AQR Capital Management
74
AQR Capital Management
Connecticut
$1.87M
FPAS
75
Focus Partners Advisor Solutions
Missouri
$1.83M -$1.5M -31,072 -45%