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Invesco S&P 500 High Dividend Low Volatility ETF

343 hedge funds and large institutions have $1.11B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 98 reducing their positions, and 25 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

1% more ownership

Funds ownership: 32.78%33.78% (+1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
343
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

Top Sellers

1 -$21.2M
2 -$8.7M
3 -$8.29M
4
Morgan Stanley
Morgan Stanley
New York
-$7.08M
5
SW
SteelPeak Wealth
California
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
51
Chris Bulman
California
$3.64M
LIA
52
Lynx Investment Advisory
District of Columbia
$3.46M
PG
53
Prostatis Group
Maryland
$3.28M
GWM
54
Geneos Wealth Management
Colorado
$3.25M
CIAS
55
Capital Investment Advisory Services
North Carolina
$3.24M
PWMG
56
Pinnacle Wealth Management Group
Michigan
$2.99M
KAS
57
Kestra Advisory Services
Texas
$2.98M
DK
58
David Kennon
Florida
$2.87M
MML Investors Services
59
MML Investors Services
Massachusetts
$2.77M
Baird Financial Group
60
Baird Financial Group
Wisconsin
$2.73M
SPIA
61
Steward Partners Investment Advisory
New York
$2.71M
Mariner
62
Mariner
Kansas
$2.68M
CPC
63
Cookson Peirce & Co
Pennsylvania
$2.67M
CFP
64
Curran Financial Partners
South Carolina
$2.52M
WFA
65
WJ Financial Advisors
Connecticut
$2.52M
AC
66
AlphaCore Capital
California
$2.51M
SWM
67
Stonebridge Wealth Management
Illinois
$2.45M
WIA
68
World Investment Advisors
California
$2.38M
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
$2.26M
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