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Invesco S&P 500 High Dividend Low Volatility ETF

334 hedge funds and large institutions have $1.05B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $460K

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

3% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 112

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $1.05B → $1.05B (-$704K)

0.09% less ownership

Funds ownership: 33.07%32.99% (-0.09%)

1% less funds holding

Funds holding: 339334 (-5)

Holders
334
Holders Change
-5
Holders Change %
-1.47%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
115
Reduced
112
Closed
30
Calls
$1.35M
Puts
$460K
Net Calls
+$890K
Net Calls Change
+$424K
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
126
HBW Advisory Services
California
$694K -$3.56K -73 -0.5%
GSWM
127
Golden State Wealth Management
California
$693K -$62.8K -1,288 -8%
CFMC
128
Curbstone Financial Management Corp
New Hampshire
$692K
ACM
129
AlphaStar Capital Management
North Carolina
$687K -$46.8K -960 -6%
TAM
130
Tocqueville Asset Management
New York
$683K -$27.4K -562 -4%
TA
131
TrueWealth Advisors
Alabama
$677K -$4.97K -102 -0.7%
WANY
132
Wealthspire Advisors (New York)
New York
$671K -$30.5K -626 -4%
Goldman Sachs
133
Goldman Sachs
New York
$649K -$4.2M -86,161 -87%
MWA
134
Medallion Wealth Advisors
Connecticut
$645K
Envestnet Portfolio Solutions
135
Envestnet Portfolio Solutions
Illinois
$621K +$12.4K +254 +2%
PFS
136
Prospera Financial Services
Texas
$612K -$115K -2,358 -16%
MFG
137
Magnus Financial Group
New York
$605K
RW
138
RVW Wealth
California
$589K
SWM
139
Spire Wealth Management
Virginia
$587K +$125K +2,561 +28%
IFA
140
Interactive Financial Advisors
Illinois
$584K -$141K -2,891 -20%
PI
141
PFG Investments
New York
$580K -$12.6K -258 -2%
Daiwa Securities Group
142
Daiwa Securities Group
Japan
$579K -$39K -800 -6%
IAIM
143
International Assets Investment Management
Florida
$575K
FFA
144
Farther Finance Advisors
California
$567K +$115K +2,353 +26%
SW
145
SteelPeak Wealth
California
$566K -$445K -9,133 -44%
WT
146
Whittier Trust
California
$562K
P
147
&Partners
Tennessee
$560K +$92.7K +1,902 +20%
Citadel Advisors
148
Citadel Advisors
Florida
$558K +$78.1K +1,602 +17%
AFG
149
Atomi Financial Group
New York
$553K
FI
150
Financial Insights
Washington
$544K +$4.14K +85 +0.8%