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Invesco S&P 500 High Dividend Low Volatility ETF

353 hedge funds and large institutions have $1.09B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2026 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 129 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

25% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 103

3% more funds holding

Funds holding: 344353 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.96% less ownership

Funds ownership: 33.78%32.82% (-0.96%)

2% less capital invested

Capital invested by funds: $1.11B → $1.09B (-$19.9M)

57% less call options, than puts

Call options by funds: $2.73M | Put options by funds: $6.37M

Holders
353
Holders Change
+9
Holders Change %
+2.62%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
45
Increased
129
Reduced
103
Closed
30
Calls
$2.73M
Puts
$6.37M
Net Calls
-$3.64M
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
126
RFG Advisory
Alabama
$922K -$122K -2,446 -12%
ES
127
Eagle Strategies
New York
$920K +$122K +2,440 +16%
GRP
128
Global Retirement Partners
California
$874K +$860K +17,194 New
LBC
129
Lowe Brockenbrough & Co
Virginia
$872K +$857K +17,149 New
Mariner
130
Mariner
Kansas
$865K -$1.85M -37,060 -69%
LFAS
131
Level Four Advisory Services
Texas
$827K +$5.3K +106 +0.7%
PA
132
Parallel Advisors
California
$826K
GIA
133
Gladstone Institutional Advisory
Florida
$823K +$2.7K +54 +0.3%
BFG
134
Bleakley Financial Group
New Jersey
$813K -$2.5K -50 -0.3%
Wealthfront Advisers
135
Wealthfront Advisers
California
$802K +$106K +2,116 +15%
CWM
136
Cornerstone Wealth Management
Missouri
$775K -$12.6K -252 -2%
IRC
137
Investors Research Corp
Georgia
$747K -$30K -600 -4%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$744K +$31.4K +629 +4%
PFA
139
Portland Financial Advisors
New York
$739K
FPAS
140
Focus Partners Advisor Solutions
Missouri
$719K -$1.02M -20,407 -59%
CFMC
141
Curbstone Financial Management Corp
New Hampshire
$712K
P
142
&Partners
Tennessee
$698K +$73.2K +1,465 +12%
SPC
143
Sigma Planning Corp
Michigan
$693K +$6.3K +126 +0.9%
FTS
144
Fifth Third Securities
Ohio
$689K -$4.1K -82 -0.6%
TA
145
TrueWealth Advisors
Alabama
$686K -$6.55K -131 -1%
WANY
146
Wealthspire Advisors (New York)
New York
$672K
SWA
147
SFMG Wealth Advisors
Texas
$654K
PI
148
PFG Investments
New York
$647K +$2.7K +54 +0.4%
SA
149
Sovran Advisors
California
$644K +$213K +4,264 +55%
PFS
150
Prospera Financial Services
Texas
$636K -$9.4K -188 -1%

SPHD Hedge Fund Activity: Q2 2026 in Review

353 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q2 2026, worth a combined $1.09B — down 1.8% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPHD positions and 30 closed out — a net gain of 15 holders — while 129 added to existing stakes and 103 trimmed.

The largest buyer was Jump Financial, opening a new position worth an estimated $7.72M. The largest seller was Financial Engines Advisors, cutting an estimated $27.2M.

  • 353 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q2 2026, up from 344 in Q1 2026.
  • Funds reported $1.09B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q2 2026, down 1.8% quarter-over-quarter.
  • 45 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q2 2026 and 30 closed out, a net change of +15 holders.
  • The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q2 2026 was Jump Financial, an estimated $7.72M added.
  • The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q2 2026 was Financial Engines Advisors, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2026.