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Invesco S&P 500 High Dividend Low Volatility ETF

338 hedge funds and large institutions have $1.23B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-17
Holders Change %
-4.79%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
128
Reduced
101
Closed
40
Calls
$1.67M
Puts
$1.07M
Net Calls
+$598K
Net Calls Change
-$774K
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
126
AlphaStar Capital Management
North Carolina
$800K +$11.9K +236 +2%
CWM
127
Cornerstone Wealth Management
Missouri
$787K +$904 +18 +0.1%
IFA
128
Interactive Financial Advisors
Illinois
$770K +$1.31K +26 +0.2%
FTS
129
Fifth Third Securities
Ohio
$769K -$112K -2,227 -13%
PFA
130
Portland Financial Advisors
New York
$766K +$86.9K +1,730 +13%
GIA
131
Gladstone Institutional Advisory
Florida
$764K -$16.6K -331 -2%
LA
132
Lifeworks Advisors
Michigan
$762K
IRC
133
Investors Research Corp
Georgia
$759K +$653 +13 +0.1%
SPC
134
Sigma Planning Corp
Michigan
$758K -$387K -7,712 -34%
CRI
135
Colonial River Investments
Virginia
$752K +$752K +14,970 New
AWM
136
Axxcess Wealth Management
California
$724K +$724K +14,405 New
HAS
137
HBW Advisory Services
California
$722K -$52.5K -1,046 -7%
PFS
138
Prospera Financial Services
Texas
$720K -$101K -2,018 -12%
TA
139
TrueWealth Advisors
Alabama
$713K -$15.3K -305 -2%
WANY
140
Wealthspire Advisors (New York)
New York
$713K -$22.2K -441 -3%
CFMC
141
Curbstone Financial Management Corp
New Hampshire
$703K
TAM
142
Tocqueville Asset Management
New York
$703K -$27.1K -540 -4%
TSS
143
Two Sigma Securities
New York
$691K +$204K +4,059 +42%
SWM
144
Spire Wealth Management
Virginia
$657K +$113K +2,259 +21%
HCP
145
Holt Capital Partners
Texas
$653K
FAIM
146
Financial Advocates Investment Management
Washington
$651K +$5.38K +107 +0.8%
CL
147
COWA LLC
Oklahoma
$635K -$41.8K -833 -6%
KWM
148
Kingsview Wealth Management
Oregon
$620K -$3.42M -68,180 -85%
Daiwa Securities Group
149
Daiwa Securities Group
Japan
$619K
MFG
150
Magnus Financial Group
New York
$615K