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Invesco S&P 500 High Dividend Low Volatility ETF

331 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, 126 increasing their positions, 113 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: $1.23B → $1.04B (-$191M)

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
331
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
JWCA
101
J.W. Cole Advisors
Florida
$1.11M
AWM
102
Axxcess Wealth Management
California
$1.1M
AI
103
Atria Investments
North Carolina
$1.09M
LMKC
104
L.M. Kohn & Company
Ohio
$1.03M
CFO
105
CVA Family Office
Colorado
$1.02M
SW
106
SteelPeak Wealth
California
$979K
MAM
107
McLean Asset Management
Virginia
$956K
SCM
108
Sage Capital Management
New Jersey
$953K
SPIA
109
Steward Partners Investment Advisory
New York
$939K
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$929K
LA
111
Lifeworks Advisors
Michigan
$908K
IWC
112
Integrated Wealth Concepts
Massachusetts
$902K
Citigroup
113
Citigroup
New York
$884K
DC
114
Davenport & Co
Virginia
$880K
AWS
115
Atria Wealth Solutions
New York
$875K
SS
116
Sunbelt Securities
Texas
$875K
CW
117
Code Waechter
Florida
$863K
WWM
118
Western Wealth Management
Colorado
$829K
HWM
119
HB Wealth Management
Georgia
$813K
SWA
120
SFMG Wealth Advisors
Texas
$809K
GRP
121
Global Retirement Partners
California
$787K
BFG
122
Bleakley Financial Group
New Jersey
$784K
GSEP
123
Golden State Equity Partners
California
$783K
MMA
124
Miracle Mile Advisors
California
$780K
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
$775K