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Invesco S&P 500 High Dividend Low Volatility ETF

353 hedge funds and large institutions have $1.09B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2026 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 129 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

25% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 103

3% more funds holding

Funds holding: 344353 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.96% less ownership

Funds ownership: 33.78%32.82% (-0.96%)

2% less capital invested

Capital invested by funds: $1.11B → $1.09B (-$19.9M)

57% less call options, than puts

Call options by funds: $2.73M | Put options by funds: $6.37M

Holders
353
Holders Change
+9
Holders Change %
+2.62%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
45
Increased
129
Reduced
103
Closed
30
Calls
$2.73M
Puts
$6.37M
Net Calls
-$3.64M
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
51
Chris Bulman
California
$3.41M -$314K -6,277 -9%
CW
52
CreativeOne Wealth
Kansas
$3.21M -$1.34M -26,864 -30%
PWMG
53
Pinnacle Wealth Management Group
Michigan
$3.11M +$45.5K +910 +2%
CIAS
54
Capital Investment Advisory Services
North Carolina
$3.01M -$303K -6,055 -9%
MML Investors Services
55
MML Investors Services
Massachusetts
$2.96M +$118K +2,366 +4%
CFP
56
Curran Financial Partners
South Carolina
$2.95M +$362K +7,236 +14%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$2.94M +$139K +2,773 +5%
LA
58
LM Advisors
California
$2.93M +$2.73M +54,702 +1,932%
DK
59
David Kennon
Florida
$2.85M -$84K -1,680 -3%
SFC
60
Strategic Financial Concepts
Texas
$2.76M +$2.71M +54,294 New
FFG
61
Fortune Financial Group
Florida
$2.74M -$4.29M -85,766 -61%
LIA
62
Lynx Investment Advisory
District of Columbia
$2.7M -$836K -16,730 -24%
WFA
63
WJ Financial Advisors
Connecticut
$2.67M +$86.9K +1,738 +3%
CPC
64
Cookson Peirce & Co
Pennsylvania
$2.54M -$189K -3,772 -7%
SWM
65
Stonebridge Wealth Management
Illinois
$2.45M -$63.1K -1,263 -3%
SPIA
66
Steward Partners Investment Advisory
New York
$2.4M -$379K -7,580 -14%
MMA
67
Miracle Mile Advisors
California
$2.28M +$579K +11,576 +35%
MPWT
68
MassMutual Private Wealth & Trust
Connecticut
$2.27M -$37.6K -752 -2%
WTB
69
Washington Trust Bank
Washington
$2.26M -$8.85K -177 -0.4%
WIA
70
World Investment Advisors
California
$2.25M -$179K -3,590 -7%
V
71
ViaWealth
Kansas
$2.11M +$83.8K +1,677 +4%
TWP
72
Tyche Wealth Partners
Texas
$2.1M -$23.6K -472 -1%
CRI
73
Colonial River Investments
Virginia
$2.03M +$385K +7,703 +24%
FFA
74
Farther Finance Advisors
California
$2.02M +$1.36M +27,109 +215%
AQR Capital Management
75
AQR Capital Management
Connecticut
$1.98M

SPHD Hedge Fund Activity: Q2 2026 in Review

353 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q2 2026, worth a combined $1.09B — down 1.8% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPHD positions and 30 closed out — a net gain of 15 holders — while 129 added to existing stakes and 103 trimmed.

The largest buyer was Jump Financial, opening a new position worth an estimated $7.72M. The largest seller was Financial Engines Advisors, cutting an estimated $27.2M.

  • 353 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q2 2026, up from 344 in Q1 2026.
  • Funds reported $1.09B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q2 2026, down 1.8% quarter-over-quarter.
  • 45 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q2 2026 and 30 closed out, a net change of +15 holders.
  • The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q2 2026 was Jump Financial, an estimated $7.72M added.
  • The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q2 2026 was Financial Engines Advisors, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2026.