SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

329 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 24 funds opening new positions, 125 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
-9
Holders Change %
-2.66%
% of All Funds
4.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
125
Reduced
112
Closed
30
Calls
$1.6M
Puts
$1.14M
Net Calls
+$466K
Net Calls Change
-$132K

Top Buyers

1
BAM
BTS Asset Management
Massachusetts
+$10.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.2M
3
FWM
Foguth Wealth Management
Michigan
+$5.05M
4
SAW
Signal Advisors Wealth
Michigan
+$4.96M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$3.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$36.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$23.9M
3
B
Barings
North Carolina
-$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 		Shares
Change %
AI
101
Atria Investments
North Carolina
$1.09M -$1.88M -39,497 -63%
LMKC
102
L.M. Kohn & Company
Ohio
$1.03M +$55.7K +1,172 +6%
CFO
103
CVA Family Office
Colorado
$1.02M -$3.76K -79 -0.4%
SW
104
SteelPeak Wealth
California
$979K -$1.22M -25,653 -55%
MAM
105
McLean Asset Management
Virginia
$956K +$10.7K +219 +1%
SCM
106
Sage Capital Management
New Jersey
$953K -$26K -546 -3%
SPIA
107
Steward Partners Investment Advisory
New York
$939K +$19.2K +403 +2%
Pathstone Holdings
108
Pathstone Holdings
New Jersey
$929K -$70.3K -1,479 -7%
LA
109
Lifeworks Advisors
Michigan
$908K +$187K +3,934 +26%
IWC
110
Integrated Wealth Concepts
Massachusetts
$902K -$951 -20 -0.1%
Citigroup
111
Citigroup
New York
$884K +$650K +13,660 +277%
DC
112
Davenport & Co
Virginia
$880K -$14.7K -310 -2%
AWS
113
Atria Wealth Solutions
New York
$875K -$2.36M -49,715 -73%
SS
114
Sunbelt Securities
Texas
$875K -$43.6K -902 -5%
CW
115
Code Waechter
Florida
$863K – – –
WWM
116
Western Wealth Management
Colorado
$829K -$1.43K -30 -0.2%
HWM
117
HB Wealth Management
Georgia
$813K -$140K -2,949 -15%
SWA
118
SFMG Wealth Advisors
Texas
$809K – – –
GRP
119
Global Retirement Partners
California
$787K +$787K +16,555 New
BFG
120
Bleakley Financial Group
New Jersey
$784K -$145K -3,040 -16%
GSEP
121
Golden State Equity Partners
California
$783K -$666K -13,996 -46%
MMA
122
Miracle Mile Advisors
California
$780K -$24.4K -514 -3%
Koshinski Asset Management
123
Koshinski Asset Management
Illinois
$775K +$1.05K +22 +0.1%
SPC
124
Sigma Planning Corp
Michigan
$757K +$39.3K +826 +5%
CWM
125
Cornerstone Wealth Management
Missouri
$745K -$809 -17 -0.1%
3 4
5
6 7