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Invesco S&P 500 High Dividend Low Volatility ETF

336 hedge funds and large institutions have $990M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 105 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $643K

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

10% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 105

1% more funds holding

Funds holding: 334336 (+2)

0.2% less ownership

Funds ownership: 32.99%32.79% (-0.2%)

6% less capital invested

Capital invested by funds: $1.05B → $990M (-$58.5M)

Holders
336
Holders Change
+2
Holders Change %
+0.6%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
43
Increased
116
Reduced
105
Closed
31
Calls
$2.04M
Puts
$643K
Net Calls
+$1.4M
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
101
Patten & Patten
Tennessee
$1.07M -$307K -6,379 -22%
PA
102
Parallel Advisors
California
$1.02M -$153K -3,170 -13%
CFO
103
CVA Family Office
Colorado
$981K -$42.2K -876 -4%
DC
104
Davenport & Co
Virginia
$972K +$35.7K +740 +4%
WWM
105
Western Wealth Management
Colorado
$971K +$195K +4,042 +25%
Two Sigma Investments
106
Two Sigma Investments
New York
$955K -$32.5M -674,700 -97%
SCM
107
Sage Capital Management
New Jersey
$943K +$18.3K +379 +2%
PG
108
Patten Group
Tennessee
$932K -$294K -6,102 -24%
MAM
109
McLean Asset Management
Virginia
$930K -$40.1K -832 -4%
MMA
110
Miracle Mile Advisors
California
$887K +$112K +2,315 +14%
CW
111
Code Waechter
Florida
$881K
SS
112
Sunbelt Securities
Texas
$867K +$73.4K +1,523 +9%
TSS
113
Two Sigma Securities
New York
$858K +$447K +9,268 +108%
ACM
114
AlphaStar Capital Management
North Carolina
$857K +$191K +3,957 +28%
TAM
115
Tocqueville Asset Management
New York
$846K +$184K +3,810 +28%
LFAS
116
Level Four Advisory Services
Texas
$835K +$92.2K +1,914 +12%
AI
117
Atria Investments
North Carolina
$810K +$813K +16,875 New
Koshinski Asset Management
118
Koshinski Asset Management
Illinois
$794K +$7.86K +163 +1%
BFG
119
Bleakley Financial Group
New Jersey
$791K
GS
120
GTS Securities
New York
$785K -$233K -4,829 -23%
GIA
121
Gladstone Institutional Advisory
Florida
$768K +$44.3K +920 +6%
GRP
122
Global Retirement Partners
California
$764K +$7.23K +150 +1%
CWM
123
Cornerstone Wealth Management
Missouri
$759K -$10.1K -209 -1%
PFG
124
Pacific Financial Group
Washington
$758K +$761K +15,800 New
IRC
125
Investors Research Corp
Georgia
$734K +$289 +6 +0%