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Invesco S&P 500 High Dividend Low Volatility ETF

336 hedge funds and large institutions have $990M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 105 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $643K

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

10% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 105

1% more funds holding

Funds holding: 334336 (+2)

0.2% less ownership

Funds ownership: 32.99%32.79% (-0.2%)

6% less capital invested

Capital invested by funds: $1.05B → $990M (-$58.5M)

Holders
336
Holders Change
+2
Holders Change %
+0.6%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
43
Increased
116
Reduced
105
Closed
31
Calls
$2.04M
Puts
$643K
Net Calls
+$1.4M
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
126
Sigma Planning Corp
Michigan
$709K -$36.3K -753 -5%
TRCT
127
Tower Research Capital (TRC)
New York
$702K -$128K -2,665 -15%
PFA
128
Portland Financial Advisors
New York
$701K -$31K -644 -4%
IAIM
129
International Assets Investment Management
Florida
$700K +$130K +2,697 +23%
FTS
130
Fifth Third Securities
Ohio
$687K -$13.3K -275 -2%
CFMC
131
Curbstone Financial Management Corp
New Hampshire
$672K
GSWM
132
Golden State Wealth Management
California
$672K -$867 -18 -0.1%
MWA
133
Medallion Wealth Advisors
Connecticut
$657K +$30.8K +640 +5%
TA
134
TrueWealth Advisors
Alabama
$654K -$2.65K -55 -0.4%
WANY
135
Wealthspire Advisors (New York)
New York
$651K
HAS
136
HBW Advisory Services
California
$649K -$25.4K -528 -4%
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$622K +$19.1K +397 +3%
SWA
138
SFMG Wealth Advisors
Texas
$618K -$199K -4,139 -24%
FHA
139
Flagship Harbor Advisors
Massachusetts
$608K +$398K +8,265 +188%
FFA
140
Farther Finance Advisors
California
$605K +$54.7K +1,136 +10%
ES
141
Eagle Strategies
New York
$603K +$210K +4,367 +53%
MFG
142
Magnus Financial Group
New York
$588K
PI
143
PFG Investments
New York
$585K +$21.7K +451 +4%
HWM
144
HB Wealth Management
Georgia
$574K -$330K -6,844 -36%
PFS
145
Prospera Financial Services
Texas
$573K -$21.2K -439 -4%
RW
146
RVW Wealth
California
$572K
Daiwa Securities Group
147
Daiwa Securities Group
Japan
$562K
FI
148
Financial Insights
Washington
$559K +$31.3K +650 +6%
P
149
&Partners
Tennessee
$553K +$9.49K +197 +2%
WT
150
Whittier Trust
California
$546K