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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
AFG
151
Atomi Financial Group
New York
$544K +$6.94K +144 +1%
Wealthfront Advisers
152
Wealthfront Advisers
California
$539K +$19.6K +407 +4%
MMPW
153
Mitchell McLeod Pugh & Williams
Alabama
$530K
AF
154
Apollon Financial
South Carolina
$508K +$64K +1,328 +14%
KIM
155
Kestra Investment Management
Texas
$501K
Pathstone Holdings
156
Pathstone Holdings
New Jersey
$501K
AC
157
AlphaCore Capital
California
$496K +$3.33K +69 +0.7%
SWM
158
Spire Wealth Management
Virginia
$496K -$74.2K -1,539 -13%
RIA
159
Regal Investment Advisors
Michigan
$486K +$488K +10,129 New
WA
160
WBH Advisory
Maryland
$464K
TA
161
TLS Advisors
Florida
$463K +$11.7M +242,533 +3,170%
EFS
162
Essex Financial Services
Connecticut
$461K +$10.5K +218 +2%
AWM
163
Avior Wealth Management
Nebraska
$452K -$2.94K -61 -0.6%
HCP
164
Holt Capital Partners
Texas
$446K -$24.1K -500 -5%
BCI
165
Brinker Capital Investments
Pennsylvania
$442K -$33.5K -695 -7%
HH
166
Hilltop Holdings
Texas
$433K +$193 +4 +0%
BLC
167
Brown, Lisle/Cummings
Rhode Island
$430K +$31.3K +650 +8%
LOWM
168
Laurel Oak Wealth Management
New Jersey
$429K +$430K +8,927 New
SDAM
169
Shulman DeMeo Asset Management
New York
$428K -$13.4K -279 -3%
HAG
170
HighPoint Advisor Group
Illinois
$427K +$429K +8,894 New
FTUS
171
Flow Traders U.S.
New York
$424K +$426K +8,839 New
IFA
172
Interactive Financial Advisors
Illinois
$422K -$145K -3,007 -25%
LA
173
Lifeworks Advisors
Michigan
$417K -$523K -10,856 -56%
KA
174
Kovack Advisors
Florida
$415K +$42.1K +873 +11%
SHFP
175
Second Half Financial Partners
Florida
$403K +$13.2K +274 +3%