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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
MFG
151
Magnus Financial Group
New York
$622K -$7.35K -147 -1%
RW
152
RVW Wealth
California
$606K +$596K +11,920 New
LOWM
153
Laurel Oak Wealth Management
New Jersey
$601K +$100K +2,006 +20%
GSWM
154
Golden State Wealth Management
California
$594K -$5K -100 -0.8%
AFG
155
Atomi Financial Group
New York
$576K +$100 +2 +0%
SWM
156
Spire Wealth Management
Virginia
$566K -$20K -401 -3%
WA
157
Winter & Associates
Minnesota
$561K -$1.03M -20,588 -65%
SW
158
Simplicity Wealth
New Jersey
$561K +$552K +11,042 New
SW
159
SteelPeak Wealth
California
$559K +$114K +2,278 +26%
CAM
160
Carret Asset Management
New York
$554K -$25K -500 -4%
HWM
161
HB Wealth Management
Georgia
$540K +$1.05K +21 +0.2%
AF
162
Apollon Financial
South Carolina
$538K
HAS
163
HBW Advisory Services
California
$536K -$24.4K -489 -4%
MMPW
164
Mitchell McLeod Pugh & Williams
Alabama
$523K
RIA
165
Regal Investment Advisors
Michigan
$520K +$50 +1 +0%
AAS
166
Ameritas Advisory Services
Nebraska
$519K +$260K +5,195 +104%
EFS
167
Essex Financial Services
Connecticut
$512K +$11.1K +222 +2%
PAG
168
Private Advisory Group
Washington
$511K +$12.6K +252 +3%
WA
169
WBH Advisory
Maryland
$491K
EC
170
Estate Counselors
Wisconsin
$488K -$5.67M -113,475 -92%
GSEP
171
Golden State Equity Partners
California
$488K -$1.01M -20,300 -68%
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
$482K -$466K -9,319 -50%
BPA
173
Beacon Pointe Advisors
California
$480K +$72.7K +1,455 +18%
KWM
174
Kingsview Wealth Management
Oregon
$476K -$22.7K -455 -5%
Jane Street
175
Jane Street
New York
$466K +$161K +3,216 +54%

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.