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Invesco S&P 500 High Dividend Low Volatility ETF

336 hedge funds and large institutions have $990M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 105 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $643K

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

10% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 105

1% more funds holding

Funds holding: 334336 (+2)

0.2% less ownership

Funds ownership: 32.99%32.79% (-0.2%)

6% less capital invested

Capital invested by funds: $1.05B → $990M (-$58.5M)

Holders
336
Holders Change
+2
Holders Change %
+0.6%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
43
Increased
116
Reduced
105
Closed
31
Calls
$2.04M
Puts
$643K
Net Calls
+$1.4M
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
MPM
76
Meritage Portfolio Management
Kansas
$1.81M +$113K +2,346 +7%
V
77
ViaWealth
Kansas
$1.78M +$550K +11,410 +45%
WA
78
Winter & Associates
Minnesota
$1.71M +$1.72M +35,629 New
GFG
79
Greenberg Financial Group
Arizona
$1.7M +$1.71M +35,468 New
WA
80
Waverly Advisors
Alabama
$1.7M -$2.53M -52,552 -60%
PEA
81
Park Edge Advisors
Ohio
$1.65M +$116K +2,409 +8%
HighTower Advisors
82
HighTower Advisors
Illinois
$1.58M -$9.16K -190 -0.6%
MPWT
83
MassMutual Private Wealth & Trust
Connecticut
$1.54M -$183K -3,792 -11%
AWA
84
Arkadios Wealth Advisors
Georgia
$1.51M +$82.7K +1,717 +6%
CRI
85
Colonial River Investments
Virginia
$1.48M +$9.69K +201 +0.7%
SWP
86
Stratos Wealth Partners
Ohio
$1.45M -$102K -2,119 -7%
ALA
87
Atlas Legacy Advisors
California
$1.43M -$22.8K -474 -2%
JWCA
88
J.W. Cole Advisors
Florida
$1.42M -$5.01K -104 -0.3%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$1.35M +$78.3K +1,624 +6%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$1.34M +$19K +395 +1%
CGA
91
Crescent Grove Advisors
Illinois
$1.32M +$87.4K +1,814 +7%
BIG
92
Brookwood Investment Group
Arizona
$1.3M -$38.8K -805 -3%
RFN
93
RDA Financial Network
Iowa
$1.29M +$7.23K +150 +0.6%
DADC
94
D.A. Davidson & Co
Montana
$1.26M +$29.1K +603 +2%
PTC
95
Private Trust Company
Ohio
$1.24M -$421K -8,744 -25%
Invesco
96
Invesco
Georgia
$1.24M -$44.7K -927 -3%
Mitsubishi UFJ Asset Management
97
Mitsubishi UFJ Asset Management
Japan
$1.24M +$241K +5,000 +24%
PWM
98
Perigon Wealth Management
California
$1.2M -$21.1K -437 -2%
SFWA
99
Summit Financial Wealth Advisors
Louisiana
$1.18M +$145 +3 +0%
CIA
100
Concurrent Investment Advisors
Florida
$1.14M -$102K -2,113 -8%