SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF

342 hedge funds and large institutions have $1.11B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 128 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

7% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $1.82M

0.93% more ownership

Funds ownership: 32.78%33.71% (+0.93%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
342
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.94M
Puts
$1.82M
Net Calls
Net Calls Change

Top Buyers

1 +$100M
2 +$19.8M
3 +$6.19M
4
Two Sigma Investments
Two Sigma Investments
New York
+$5.57M
5
FTUS
Flow Traders U.S.
New York
+$4.98M

Top Sellers

1 -$21.2M
2 -$8.7M
3 -$8.29M
4
Morgan Stanley
Morgan Stanley
New York
-$7.08M
5
SW
SteelPeak Wealth
California
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
151
Carret Asset Management
New York
$566K
WT
152
Whittier Trust
California
$562K
AFG
153
Atomi Financial Group
New York
$562K
HAS
154
HBW Advisory Services
California
$548K
HWM
155
HB Wealth Management
Georgia
$526K
AF
156
Apollon Financial
South Carolina
$525K
MMPW
157
Mitchell McLeod Pugh & Williams
Alabama
$510K
RIA
158
Regal Investment Advisors
Michigan
$507K
EFS
159
Essex Financial Services
Connecticut
$489K
LOWM
160
Laurel Oak Wealth Management
New Jersey
$487K
KWM
161
Kingsview Wealth Management
Oregon
$487K
PAG
162
Private Advisory Group
Washington
$486K
GWP
163
Gateway Wealth Partners
Wisconsin
$483K
WA
164
WBH Advisory
Maryland
$478K
HH
165
Hilltop Holdings
Texas
$447K
Citadel Advisors
166
Citadel Advisors
Florida
$445K
BLC
167
Brown, Lisle/Cummings
Rhode Island
$444K
HAG
168
HighPoint Advisor Group
Illinois
$436K
AWM
169
Avior Wealth Management
Nebraska
$435K
SW
170
SteelPeak Wealth
California
$432K
TPW
171
Talon Private Wealth
Florida
$432K
SDAM
172
Shulman DeMeo Asset Management
New York
$432K
FFG
173
Fortress Financial Group
Minnesota
$424K
PWA
174
Prairie Wealth Advisors
Nebraska
$422K
IFA
175
Interactive Financial Advisors
Illinois
$416K