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Invesco S&P 500 High Dividend Low Volatility ETF

353 hedge funds and large institutions have $1.09B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2026 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 129 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

25% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 103

3% more funds holding

Funds holding: 344353 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.96% less ownership

Funds ownership: 33.78%32.82% (-0.96%)

2% less capital invested

Capital invested by funds: $1.11B → $1.09B (-$19.9M)

57% less call options, than puts

Call options by funds: $2.73M | Put options by funds: $6.37M

Holders
353
Holders Change
+9
Holders Change %
+2.62%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
45
Increased
129
Reduced
103
Closed
30
Calls
$2.73M
Puts
$6.37M
Net Calls
-$3.64M
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
101
Y-Intercept (HK)
Hong Kong
$1.28M +$867K +17,351 +221%
TRCT
102
Tower Research Capital (TRC)
New York
$1.26M +$1.24M +24,803 New
SFWA
103
Summit Financial Wealth Advisors
Louisiana
$1.23M -$49.5K -991 -4%
DC
104
Davenport & Co
Virginia
$1.23M +$169K +3,388 +16%
PG
105
Patten Group
Tennessee
$1.23M -$5.15K -103 -0.4%
PWM
106
Perigon Wealth Management
California
$1.22M -$21.4K -429 -2%
AI
107
Atria Investments
North Carolina
$1.21M +$1.19M +23,821 New
CIA
108
Concurrent Investment Advisors
Florida
$1.21M -$56.2K -1,124 -5%
PP
109
Patten & Patten
Tennessee
$1.19M
DADC
110
D.A. Davidson & Co
Montana
$1.12M -$34.9K -698 -3%
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$1.11M +$174K +3,490 +19%
Citigroup
112
Citigroup
New York
$1.07M +$421K +8,427 +67%
CFO
113
CVA Family Office
Colorado
$1.06M +$9.2K +184 +0.9%
PS
114
Principal Securities
Iowa
$1.02M +$379K +7,579 +60%
ACM
115
AlphaStar Capital Management
North Carolina
$1.02M +$151K +3,017 +18%
WWM
116
Western Wealth Management
Colorado
$1.01M +$3.6K +72 +0.4%
IAIM
117
International Assets Investment Management
Florida
$1M +$631K +12,615 +181%
SHF
118
Safe Harbor Fiduciary
Florida
$995K +$565K +11,309 +137%
SCM
119
Sage Capital Management
New Jersey
$983K -$13.3K -266 -1%
IWC
120
Integrated Wealth Concepts
Massachusetts
$972K +$70.7K +1,414 +8%
FWM
121
Foguth Wealth Management
Michigan
$967K -$120K -2,402 -12%
TAM
122
Tocqueville Asset Management
New York
$954K +$124K +2,488 +15%
MAM
123
McLean Asset Management
Virginia
$950K -$33.8K -676 -4%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$948K -$518K -10,368 -36%
CW
125
Code Waechter
Florida
$933K

SPHD Hedge Fund Activity: Q2 2026 in Review

353 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q2 2026, worth a combined $1.09B — down 1.8% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPHD positions and 30 closed out — a net gain of 15 holders — while 129 added to existing stakes and 103 trimmed.

The largest buyer was Jump Financial, opening a new position worth an estimated $7.72M. The largest seller was Financial Engines Advisors, cutting an estimated $27.2M.

  • 353 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q2 2026, up from 344 in Q1 2026.
  • Funds reported $1.09B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q2 2026, down 1.8% quarter-over-quarter.
  • 45 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q2 2026 and 30 closed out, a net change of +15 holders.
  • The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q2 2026 was Jump Financial, an estimated $7.72M added.
  • The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q2 2026 was Financial Engines Advisors, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2026.