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Invesco S&P 500 High Dividend Low Volatility ETF

333 hedge funds and large institutions have $1.04B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 127 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $1.24B → $1.04B (-$192M)

23% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 30

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.6M
Puts
$1.14M
Net Calls
Net Calls Change

Top Sellers

1 -$36.4M
2 -$23.9M
3 -$18.9M
4
LPL Financial
LPL Financial
California
-$14.4M
5
Goldman Sachs
Goldman Sachs
New York
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$1.69M
PTC
77
Private Trust Company
Ohio
$1.69M
FPAS
78
Focus Partners Advisor Solutions
Missouri
$1.65M
MPWT
79
MassMutual Private Wealth & Trust
Connecticut
$1.62M
CIA
80
Concurrent Investment Advisors
Florida
$1.57M
Jane Street
81
Jane Street
New York
$1.55M
CFP
82
Curran Financial Partners
South Carolina
$1.45M
AWA
83
Arkadios Wealth Advisors
Georgia
$1.41M
PEA
84
Park Edge Advisors
Ohio
$1.36M
PP
85
Patten & Patten
Tennessee
$1.36M
SWP
86
Stratos Wealth Partners
Ohio
$1.36M
BIG
87
Brookwood Investment Group
Arizona
$1.35M
GS
88
GTS Securities
New York
$1.33M
Invesco
89
Invesco
Georgia
$1.32M
Mitsubishi UFJ Asset Management
90
Mitsubishi UFJ Asset Management
Japan
$1.3M
DADC
91
D.A. Davidson & Co
Montana
$1.3M
RFN
92
RDA Financial Network
Iowa
$1.29M
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$1.28M
PWM
94
Perigon Wealth Management
California
$1.24M
PG
95
Patten Group
Tennessee
$1.2M
CRI
96
Colonial River Investments
Virginia
$1.18M
SFWA
97
Summit Financial Wealth Advisors
Louisiana
$1.17M
CGA
98
Crescent Grove Advisors
Illinois
$1.15M
PA
99
Parallel Advisors
California
$1.15M
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$1.15M