SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF

333 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 23 funds opening new positions, 127 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $1.24B → $1.04B (-$192M)

23% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 30

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.6M
Puts
$1.14M
Net Calls
Net Calls Change

Top Sellers

1 -$36.4M
2 -$23.9M
3 -$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
Change in
Stake
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$775K
SPC
127
Sigma Planning Corp
Michigan
$757K
CWM
128
Cornerstone Wealth Management
Missouri
$745K
ICM
129
IMS Capital Management
Oregon
$728K
GSWM
130
Golden State Wealth Management
California
$728K
IRC
131
Investors Research Corp
Georgia
$726K
PFA
132
Portland Financial Advisors
New York
$725K
GIA
133
Gladstone Institutional Advisory
Florida
$713K
ACM
134
AlphaStar Capital Management
North Carolina
$707K
PFS
135
Prospera Financial Services
Texas
$701K
IFA
136
Interactive Financial Advisors
Illinois
$699K
FTS
137
Fifth Third Securities
Ohio
$692K
TAM
138
Tocqueville Asset Management
New York
$684K
WANY
139
Wealthspire Advisors (New York)
New York
$675K
HAS
140
HBW Advisory Services
California
$671K
CFMC
141
Curbstone Financial Management Corp
New Hampshire
$666K
TA
142
TrueWealth Advisors
Alabama
$656K
AC
143
AlphaCore Capital
California
$653K
LFAS
144
Level Four Advisory Services
Texas
$614K
CL
145
COWA LLC
Oklahoma
$605K
FAIM
146
Financial Advocates Investment Management
Washington
$604K
TRCT
147
Tower Research Capital (TRC)
New York
$600K
Daiwa Securities Group
148
Daiwa Securities Group
Japan
$595K
SWA
149
Stratos Wealth Advisors
Ohio
$591K
Envestnet Portfolio Solutions
150
Envestnet Portfolio Solutions
Illinois
$585K