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Invesco S&P 500 High Dividend Low Volatility ETF

334 hedge funds and large institutions have $1.05B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $460K

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

3% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 112

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $1.05B → $1.05B (-$704K)

0.09% less ownership

Funds ownership: 33.07%32.99% (-0.09%)

1% less funds holding

Funds holding: 339334 (-5)

Holders
334
Holders Change
-5
Holders Change %
-1.47%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
115
Reduced
112
Closed
30
Calls
$1.35M
Puts
$460K
Net Calls
+$890K
Net Calls Change
+$424K
Name Holding Trade Value Shares
Change
Change in
Stake
LA
101
Lifeworks Advisors
Michigan
$966K +$21.4K +438 +2%
DC
102
Davenport & Co
Virginia
$965K +$49.4K +1,013 +5%
IWC
103
Integrated Wealth Concepts
Massachusetts
$957K +$19.4K +398 +2%
SCM
104
Sage Capital Management
New Jersey
$952K -$37.5K -769 -4%
HWM
105
HB Wealth Management
Georgia
$930K +$83.2K +1,707 +10%
GSEP
106
Golden State Equity Partners
California
$904K +$87.8K +1,800 +11%
CW
107
Code Waechter
Florida
$893K +$10K +206 +1%
TRCT
108
Tower Research Capital (TRC)
New York
$855K +$228K +4,684 +37%
SWA
109
SFMG Wealth Advisors
Texas
$841K
SS
110
Sunbelt Securities
Texas
$818K -$77.2K -1,583 -9%
BFG
111
Bleakley Financial Group
New Jersey
$815K
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$810K +$4K +82 +0.5%
WWM
113
Western Wealth Management
Colorado
$801K -$59.7K -1,224 -7%
MMA
114
Miracle Mile Advisors
California
$799K -$11.4K -233 -1%
CWM
115
Cornerstone Wealth Management
Missouri
$793K +$18K +369 +2%
GRP
116
Global Retirement Partners
California
$779K -$38.6K -792 -5%
SWA
117
Stratos Wealth Advisors
Ohio
$773K +$156K +3,204 +26%
SPC
118
Sigma Planning Corp
Michigan
$768K -$19K -389 -2%
LFAS
119
Level Four Advisory Services
Texas
$766K +$125K +2,574 +20%
ICM
120
IMS Capital Management
Oregon
$762K +$5.12K +105 +0.7%
IRC
121
Investors Research Corp
Georgia
$756K +$926 +19 +0.1%
PFA
122
Portland Financial Advisors
New York
$754K
GIA
123
Gladstone Institutional Advisory
Florida
$746K +$3.75K +77 +0.5%
CL
124
COWA LLC
Oklahoma
$741K +$111K +2,276 +18%
FTS
125
Fifth Third Securities
Ohio
$721K +$2.1K +43 +0.3%