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Invesco S&P 500 High Dividend Low Volatility ETF

338 hedge funds and large institutions have $1.23B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-17
Holders Change %
-4.79%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
128
Reduced
101
Closed
40
Calls
$1.67M
Puts
$1.07M
Net Calls
+$598K
Net Calls Change
-$774K
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
176
Orion Portfolio Solutions
Nebraska
$487K -$4.17K -83 -0.8%
AF
177
Apollon Financial
South Carolina
$472K -$44.5K -885 -9%
SDAM
178
Shulman DeMeo Asset Management
New York
$465K -$3.37K -67 -0.7%
WFA
179
WMG Financial Advisors
Tennessee
$457K -$301K -6,000 -40%
UF
180
Univest Financial
Pennsylvania
$450K -$137K -2,728 -23%
RIA
181
Realta Investment Advisors
Delaware
$448K +$22.5K +447 +5%
Wealthfront Advisers
182
Wealthfront Advisers
California
$436K +$8.04K +160 +2%
QP
183
Quartz Partners
New York
$428K +$49.5K +985 +13%
P
184
&Partners
Tennessee
$419K +$10.5K +212 +3%
BLC
185
Brown, Lisle/Cummings
Rhode Island
$417K +$16.6K +330 +4%
AQR Capital Management
186
AQR Capital Management
Connecticut
$416K +$416K +8,288 New
OCM
187
One Capital Management
California
$414K +$414K +8,250 New
EFS
188
Essex Financial Services
Connecticut
$409K +$15.8K +315 +4%
SHFP
189
Second Half Financial Partners
Florida
$408K -$20.7K -412 -5%
IA
190
IFG Advisory
Georgia
$405K +$26.4K +525 +7%
FHC
191
First Heartland Consultants
Missouri
$401K -$9.34K -186 -2%
KA
192
Kovack Advisors
Florida
$388K +$28.2K +561 +8%
EWM
193
EPG Wealth Management
Georgia
$387K -$144K -2,861 -27%
Envestnet Portfolio Solutions
194
Envestnet Portfolio Solutions
Illinois
$374K -$33.3K -663 -8%
GAA
195
Guardian Asset Advisors
Pennsylvania
$372K +$1.06K +21 +0.3%
PWA
196
Prairie Wealth Advisors
Nebraska
$369K +$25.1K +500 +7%
OAM
197
Oppenheimer Asset Management
New York
$368K +$40.4K +805 +12%
WA
198
Wealth Alliance
New York
$367K +$3.06K +61 +0.8%
ES
199
Eagle Strategies
New York
$366K +$4.67K +93 +1%
AFP
200
Alpha Financial Partners
Kentucky
$347K +$2.91K +58 +0.8%