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Invesco S&P 500 High Dividend Low Volatility ETF

334 hedge funds and large institutions have $1.05B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $460K

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

3% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 112

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $1.05B → $1.05B (-$704K)

0.09% less ownership

Funds ownership: 33.07%32.99% (-0.09%)

1% less funds holding

Funds holding: 339334 (-5)

Holders
334
Holders Change
-5
Holders Change %
-1.47%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
115
Reduced
112
Closed
30
Calls
$1.35M
Puts
$460K
Net Calls
+$890K
Net Calls Change
+$424K
Name Holding Trade Value Shares
Change
Change in
Stake
PEA
76
Park Edge Advisors
Ohio
$1.58M +$157K +3,213 +11%
CRI
77
Colonial River Investments
Virginia
$1.52M +$316K +6,490 +27%
AWM
78
Axxcess Wealth Management
California
$1.51M +$367K +7,526 +33%
ALA
79
Atlas Legacy Advisors
California
$1.49M -$361K -7,409 -20%
JWCA
80
J.W. Cole Advisors
Florida
$1.49M +$325K +6,662 +28%
AWA
81
Arkadios Wealth Advisors
Georgia
$1.48M +$6.14K +126 +0.4%
PP
82
Patten & Patten
Tennessee
$1.42M -$1.22K -25 -0.1%
BIG
83
Brookwood Investment Group
Arizona
$1.38M -$14.3K -294 -1%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$1.36M +$160K +3,282 +14%
Invesco
85
Invesco
Georgia
$1.32M -$47.5K -974 -4%
RFN
86
RDA Financial Network
Iowa
$1.32M -$23.9K -490 -2%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$1.31M +$1.29M +26,443 New
CIA
88
Concurrent Investment Advisors
Florida
$1.28M -$354K -7,268 -22%
DADC
89
D.A. Davidson & Co
Montana
$1.27M -$77.4K -1,587 -6%
CGA
90
Crescent Grove Advisors
Illinois
$1.27M +$70K +1,435 +6%
V
91
ViaWealth
Kansas
$1.27M +$1.25M +25,629 New
PWM
92
Perigon Wealth Management
California
$1.26M -$25.9K -532 -2%
PG
93
Patten Group
Tennessee
$1.26M +$9.7K +199 +0.8%
SFWA
94
Summit Financial Wealth Advisors
Louisiana
$1.22M +$98 +2 +0%
PA
95
Parallel Advisors
California
$1.2M +$6.97K +143 +0.6%
LMKC
96
L.M. Kohn & Company
Ohio
$1.19M +$114K +2,348 +11%
CFO
97
CVA Family Office
Colorado
$1.05M -$2.39K -49 -0.2%
GS
98
GTS Securities
New York
$1.05M -$336K -6,887 -25%
Mitsubishi UFJ Asset Management
99
Mitsubishi UFJ Asset Management
Japan
$1.02M -$327K -6,700 -24%
MAM
100
McLean Asset Management
Virginia
$968K