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.

Holders
329
Holders Change
-9
Holders Change %
-2.66%
% of All Funds
4.42%
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
1
BTS Asset Management
Massachusetts
$10.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.67M
3
FWM
3
Foguth Wealth Management
Michigan
$5.58M
4
SAW
4
Signal Advisors Wealth
Michigan
$5.52M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$4.28M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$19.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$30.9M
3
B
3
Barings
North Carolina
$0
4
LPL Financial
4
LPL Financial
California
$118M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.72M
Name Market Value Shares Shares
Change 		Shares
Change %
ICM
126
IMS Capital Management
Oregon
$728K 15,299 -1,904 -11%
GSWM
127
Golden State Wealth Management
California
$728K 15,299 -1,825 -11%
IRC
128
Investors Research Corp
Georgia
$726K 15,269 +168 +1%
PFA
129
Portland Financial Advisors
New York
$725K 15,252 – –
GIA
130
Gladstone Institutional Advisory
Florida
$713K 15,002 -199 -1%
ACM
131
AlphaStar Capital Management
North Carolina
$707K 14,860 -1,069 -7%
PFS
132
Prospera Financial Services
Texas
$701K 14,727 +405 +3%
IFA
133
Interactive Financial Advisors
Illinois
$699K 14,694 -632 -4%
FTS
134
Fifth Third Securities
Ohio
$692K 14,547 -754 -5%
TAM
135
Tocqueville Asset Management
New York
$684K 14,374 +385 +3%
WANY
136
Wealthspire Advisors (New York)
New York
$675K 14,198 – –
HAS
137
HBW Advisory Services
California
$671K 14,116 -251 -2%
CFMC
138
Curbstone Financial Management Corp
New Hampshire
$666K 14,000 – –
TA
139
TrueWealth Advisors
Alabama
$656K 13,786 -414 -3%
AC
140
AlphaCore Capital
California
$653K 13,723 -2,554 -16%
LFAS
141
Level Four Advisory Services
Texas
$614K 12,906 +925 +8%
CL
142
COWA LLC
Oklahoma
$605K 12,714 +69 +0.5%
FAIM
143
Financial Advocates Investment Management
Washington
$604K 12,692 -265 -2%
TRCT
144
Tower Research Capital (TRC)
New York
$600K 12,616 +7,903 +168%
Daiwa Securities Group
145
Daiwa Securities Group
Japan
$595K 12,500 +170 +1%
SWA
146
Stratos Wealth Advisors
Ohio
$591K 12,421 +2,201 +22%
Envestnet Portfolio Solutions
147
Envestnet Portfolio Solutions
Illinois
$585K 12,304 +4,867 +65%
MFG
148
Magnus Financial Group
New York
$582K 12,241 – –
PI
149
PFG Investments
New York
$570K 11,986 -51 -0.4%
RW
150
RVW Wealth
California
$567K 11,920 – –
4 5
6
7 8