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Invesco S&P 500 High Dividend Low Volatility ETF

331 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, 126 increasing their positions, 112 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:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

2% less funds holding

Funds holding: 339331 (-8)

15% less capital invested

Capital invested by funds: $1.23B → $1.04B (-$188M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

Holders
331
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
CWM
126
Cornerstone Wealth Management
Missouri
$745K
ICM
127
IMS Capital Management
Oregon
$728K
GSWM
128
Golden State Wealth Management
California
$728K
IRC
129
Investors Research Corp
Georgia
$726K
PFA
130
Portland Financial Advisors
New York
$725K
GIA
131
Gladstone Institutional Advisory
Florida
$713K
ACM
132
AlphaStar Capital Management
North Carolina
$707K
PFS
133
Prospera Financial Services
Texas
$701K
IFA
134
Interactive Financial Advisors
Illinois
$699K
FTS
135
Fifth Third Securities
Ohio
$692K
TAM
136
Tocqueville Asset Management
New York
$684K
WANY
137
Wealthspire Advisors (New York)
New York
$675K
HAS
138
HBW Advisory Services
California
$671K
CFMC
139
Curbstone Financial Management Corp
New Hampshire
$666K
TA
140
TrueWealth Advisors
Alabama
$656K
AC
141
AlphaCore Capital
California
$653K
LFAS
142
Level Four Advisory Services
Texas
$614K
CL
143
COWA LLC
Oklahoma
$605K
FAIM
144
Financial Advocates Investment Management
Washington
$604K
TRCT
145
Tower Research Capital (TRC)
New York
$600K
Daiwa Securities Group
146
Daiwa Securities Group
Japan
$595K
SWA
147
Stratos Wealth Advisors
Ohio
$591K
Envestnet Portfolio Solutions
148
Envestnet Portfolio Solutions
Illinois
$585K
MFG
149
Magnus Financial Group
New York
$582K
PI
150
PFG Investments
New York
$570K