SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF

339 hedge funds and large institutions have $1.1B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 127 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

7% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $1.82M

0.81% more ownership

Funds ownership: 32.78%33.59% (+0.81%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.94M
Puts
$1.82M
Net Calls
Net Calls Change

Top Buyers

1 +$100M
2 +$19.8M
3 +$6.19M
4
Two Sigma Investments
Two Sigma Investments
New York
+$5.57M
5
FTUS
Flow Traders U.S.
New York
+$4.98M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
51
Lynx Investment Advisory
District of Columbia
$3.46M
PG
52
Prostatis Group
Maryland
$3.28M
GWM
53
Geneos Wealth Management
Colorado
$3.25M
CIAS
54
Capital Investment Advisory Services
North Carolina
$3.24M
PWMG
55
Pinnacle Wealth Management Group
Michigan
$2.99M
KAS
56
Kestra Advisory Services
Texas
$2.98M
DK
57
David Kennon
Florida
$2.87M
MML Investors Services
58
MML Investors Services
Massachusetts
$2.77M
Baird Financial Group
59
Baird Financial Group
Wisconsin
$2.73M
SPIA
60
Steward Partners Investment Advisory
New York
$2.71M
Mariner
61
Mariner
Kansas
$2.68M
CPC
62
Cookson Peirce & Co
Pennsylvania
$2.67M
CFP
63
Curran Financial Partners
South Carolina
$2.52M
WFA
64
WJ Financial Advisors
Connecticut
$2.52M
AC
65
AlphaCore Capital
California
$2.51M
SWM
66
Stonebridge Wealth Management
Illinois
$2.45M
WIA
67
World Investment Advisors
California
$2.38M
MPWT
68
MassMutual Private Wealth & Trust
Connecticut
$2.26M
NA
69
NewEdge Advisors
Louisiana
$2.25M
WTB
70
Washington Trust Bank
Washington
$2.21M
TWP
71
Tyche Wealth Partners
Texas
$2.08M
V
72
ViaWealth
Kansas
$1.98M
AQR Capital Management
73
AQR Capital Management
Connecticut
$1.93M
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$1.92M
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$1.92M