SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF

333 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, 127 increasing their positions, 114 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: $1.24B → $1.04B (-$192M)

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
333
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
MPM
101
Meritage Portfolio Management
Kansas
$1.13M
JWCA
102
J.W. Cole Advisors
Florida
$1.11M
AWM
103
Axxcess Wealth Management
California
$1.1M
AI
104
Atria Investments
North Carolina
$1.09M
LMKC
105
L.M. Kohn & Company
Ohio
$1.03M
CFO
106
CVA Family Office
Colorado
$1.02M
SW
107
SteelPeak Wealth
California
$979K
MAM
108
McLean Asset Management
Virginia
$956K
SCM
109
Sage Capital Management
New Jersey
$953K
SPIA
110
Steward Partners Investment Advisory
New York
$939K
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$929K
LA
112
Lifeworks Advisors
Michigan
$908K
IWC
113
Integrated Wealth Concepts
Massachusetts
$902K
Citigroup
114
Citigroup
New York
$884K
DC
115
Davenport & Co
Virginia
$880K
AWS
116
Atria Wealth Solutions
New York
$875K
SS
117
Sunbelt Securities
Texas
$875K
CW
118
Code Waechter
Florida
$863K
WWM
119
Western Wealth Management
Colorado
$829K
HWM
120
HB Wealth Management
Georgia
$813K
SWA
121
SFMG Wealth Advisors
Texas
$809K
GRP
122
Global Retirement Partners
California
$787K
BFG
123
Bleakley Financial Group
New Jersey
$784K
GSEP
124
Golden State Equity Partners
California
$783K
MMA
125
Miracle Mile Advisors
California
$780K