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Invesco S&P 500 High Dividend Low Volatility ETF
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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.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
-9
Holders Change %
-2.66%
% of All Funds
4.41%
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
BTS Asset Management
Massachusetts
+$10.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.2M
3
FWM
Foguth Wealth Management
Michigan
+$5.05M
4
SAW
Signal Advisors Wealth
Michigan
+$4.96M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$3.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$36.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$23.9M
3
B
Barings
North Carolina
-$18.9M
4
LPL Financial
LPL Financial
California
-$14.4M
5
Goldman Sachs
Goldman Sachs
New York
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
126
IMS Capital Management
Oregon
$728K -$90.6K -1,904 -11%
GSWM
127
Golden State Wealth Management
California
$728K -$86.8K -1,825 -11%
IRC
128
Investors Research Corp
Georgia
$726K +$7.99K +168 +1%
PFA
129
Portland Financial Advisors
New York
$725K – – –
GIA
130
Gladstone Institutional Advisory
Florida
$713K -$9.46K -199 -1%
ACM
131
AlphaStar Capital Management
North Carolina
$707K -$50.8K -1,069 -7%
PFS
132
Prospera Financial Services
Texas
$701K +$19.3K +405 +3%
IFA
133
Interactive Financial Advisors
Illinois
$699K -$30.1K -632 -4%
FTS
134
Fifth Third Securities
Ohio
$692K -$35.9K -754 -5%
TAM
135
Tocqueville Asset Management
New York
$684K +$18.3K +385 +3%
WANY
136
Wealthspire Advisors (New York)
New York
$675K – – –
HAS
137
HBW Advisory Services
California
$671K -$11.9K -251 -2%
CFMC
138
Curbstone Financial Management Corp
New Hampshire
$666K – – –
TA
139
TrueWealth Advisors
Alabama
$656K -$19.7K -414 -3%
AC
140
AlphaCore Capital
California
$653K -$121K -2,554 -16%
LFAS
141
Level Four Advisory Services
Texas
$614K +$44K +925 +8%
CL
142
COWA LLC
Oklahoma
$605K +$3.28K +69 +0.5%
FAIM
143
Financial Advocates Investment Management
Washington
$604K -$12.6K -265 -2%
TRCT
144
Tower Research Capital (TRC)
New York
$600K +$376K +7,903 +168%
Daiwa Securities Group
145
Daiwa Securities Group
Japan
$595K +$8.09K +170 +1%
SWA
146
Stratos Wealth Advisors
Ohio
$591K +$105K +2,201 +22%
Envestnet Portfolio Solutions
147
Envestnet Portfolio Solutions
Illinois
$585K +$231K +4,867 +65%
MFG
148
Magnus Financial Group
New York
$582K – – –
PI
149
PFG Investments
New York
$570K -$2.43K -51 -0.4%
RW
150
RVW Wealth
California
$567K – – –
4 5
6
7 8