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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
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$1.96M -$2.75K -55 -0.1%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$1.92M -$47.5K -951 -2%
PEA
78
Park Edge Advisors
Ohio
$1.91M +$94K +1,881 +5%
FDG
79
Financial Discovery Group
Georgia
$1.75M +$580K +11,612 +51%
WA
80
Waverly Advisors
Alabama
$1.75M -$31.8K -636 -2%
JWCA
81
J.W. Cole Advisors
Florida
$1.73M +$69.5K +1,391 +4%
CCFM
82
Clear Creek Financial Management
Washington
$1.7M +$1.67M +33,419 New
FTUS
83
Flow Traders U.S.
New York
$1.65M -$3.76M -75,250 -70%
SWP
84
Stratos Wealth Partners
Ohio
$1.59M -$5.15K -103 -0.3%
ALA
85
Atlas Legacy Advisors
California
$1.58M +$41.1K +822 +3%
CA
86
Continuum Advisory
Idaho
$1.55M +$1.22M +24,328 +390%
GS
87
GTS Securities
Florida
$1.51M +$1.23M +24,637 +485%
AWA
88
Arkadios Wealth Advisors
Georgia
$1.5M -$103K -2,053 -7%
FSAG
89
Financial Solutions Advisory Group
Illinois
$1.49M -$246K -4,912 -14%
CGA
90
Crescent Grove Advisors
Illinois
$1.47M +$27.8K +556 +2%
AWM
91
Axxcess Wealth Management
California
$1.47M +$1.45M +28,926 New
NS
92
NBC Securities
Alabama
$1.39M +$1.06M +21,110 +340%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$1.39M +$20.3K +406 +2%
EF
94
Elite Financial
Idaho
$1.37M +$1.35M +26,930 New
HI
95
Harbour Investments
Wisconsin
$1.37M +$27.2K +545 +2%
PTC
96
Private Trust Company
Ohio
$1.36M +$38.1K +763 +3%
HighTower Advisors
97
HighTower Advisors
Illinois
$1.36M -$268K -5,352 -17%
BIG
98
Brookwood Investment Group
Arizona
$1.36M -$47.9K -958 -3%
RFN
99
RDA Financial Network
Iowa
$1.35M -$19K -380 -1%
Invesco
100
Invesco
Georgia
$1.33M -$8.95K -179 -0.7%

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.