SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF

323 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $1.04B → $1.03B (-$7.78M)

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

2% less funds holding

Funds holding: 331323 (-8)

Holders
323
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
$1.35M
Puts
$460K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$957K
SCM
102
Sage Capital Management
New Jersey
$952K
HWM
103
HB Wealth Management
Georgia
$930K
GSEP
104
Golden State Equity Partners
California
$904K
CW
105
Code Waechter
Florida
$893K
TRCT
106
Tower Research Capital (TRC)
New York
$855K
SWA
107
SFMG Wealth Advisors
Texas
$841K
SS
108
Sunbelt Securities
Texas
$818K
BFG
109
Bleakley Financial Group
New Jersey
$815K
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$810K
WWM
111
Western Wealth Management
Colorado
$801K
MMA
112
Miracle Mile Advisors
California
$799K
CWM
113
Cornerstone Wealth Management
Missouri
$793K
GRP
114
Global Retirement Partners
California
$779K
SWA
115
Stratos Wealth Advisors
Ohio
$773K
SPC
116
Sigma Planning Corp
Michigan
$768K
LFAS
117
Level Four Advisory Services
Texas
$766K
ICM
118
IMS Capital Management
Oregon
$762K
IRC
119
Investors Research Corp
Georgia
$756K
PFA
120
Portland Financial Advisors
New York
$754K
GIA
121
Gladstone Institutional Advisory
Florida
$746K
CL
122
COWA LLC
Oklahoma
$741K
FTS
123
Fifth Third Securities
Ohio
$721K
HAS
124
HBW Advisory Services
California
$694K
GSWM
125
Golden State Wealth Management
California
$693K