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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
Wealthfront Advisers
151
Wealthfront Advisers
California
$536K -$5.22K -107 -1%
KIM
152
Kestra Investment Management
Texas
$516K -$1.47M -30,130 -74%
Pathstone Holdings
153
Pathstone Holdings
New Jersey
$516K -$444K -9,110 -47%
AC
154
AlphaCore Capital
California
$508K -$168K -3,452 -25%
MMPW
155
Mitchell McLeod Pugh & Williams
Alabama
$495K
BCI
156
Brinker Capital Investments
Pennsylvania
$489K -$2.88K -59 -0.6%
SA
157
Sovran Advisors
California
$487K -$3.11M -63,717 -86%
HCP
158
Holt Capital Partners
Texas
$485K -$24.4K -500 -5%
WA
159
WBH Advisory
Maryland
$478K
IA
160
Integrity Alliance
Iowa
$475K -$9.75K -200 -2%
AWM
161
Avior Wealth Management
Nebraska
$469K -$24.8K -509 -5%
EFS
162
Essex Financial Services
Connecticut
$464K +$634 +13 +0.1%
DAS
163
Dynamic Advisor Solutions
Arizona
$462K -$76.5K -1,570 -14%
AF
164
Apollon Financial
South Carolina
$457K
SDAM
165
Shulman DeMeo Asset Management
New York
$454K -$1.56K -32 -0.3%
WFA
166
WMG Financial Advisors
Tennessee
$452K -$9.75K -200 -2%
HH
167
Hilltop Holdings
Texas
$446K -$50.1K -1,028 -10%
Citigroup
168
Citigroup
New York
$432K -$481K -9,857 -53%
AAS
169
Ameritas Advisory Services
Nebraska
$430K -$152K -3,118 -26%
TSS
170
Two Sigma Securities
New York
$426K +$105K +2,163 +34%
QP
171
Quartz Partners
New York
$422K
BLC
172
Brown, Lisle/Cummings
Rhode Island
$410K
ES
173
Eagle Strategies
New York
$405K -$21.6K -444 -5%
IA
174
IFG Advisory
Georgia
$404K +$5.12K +105 +1%
UF
175
Univest Financial
Pennsylvania
$404K -$38.6K -792 -9%