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Invesco S&P 500 High Dividend Low Volatility ETF

333 hedge funds and large institutions have $1.04B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 127 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $1.24B → $1.04B (-$192M)

23% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 30

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.6M
Puts
$1.14M
Net Calls
Net Calls Change

Top Sellers

1 -$36.4M
2 -$23.9M
3 -$18.9M
4
LPL Financial
LPL Financial
California
-$14.4M
5
Goldman Sachs
Goldman Sachs
New York
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
Spire Wealth Management
Virginia
$443K
AF
177
Apollon Financial
South Carolina
$440K
SDAM
178
Shulman DeMeo Asset Management
New York
$438K
FFA
179
Farther Finance Advisors
California
$433K
KWM
180
Kingsview Wealth Management
Oregon
$432K
RIA
181
Realta Investment Advisors
Delaware
$428K
UF
182
Univest Financial
Pennsylvania
$426K
ES
183
Eagle Strategies
New York
$411K
QP
184
Quartz Partners
New York
$405K
PG
185
Prostatis Group
Maryland
$398K
BLC
186
Brown, Lisle/Cummings
Rhode Island
$395K
SHFP
187
Second Half Financial Partners
Florida
$386K
IA
188
IFG Advisory
Georgia
$384K
MIFH
189
Migdal Insurance & Financial Holdings
Israel
$381K
Cerity Partners
190
Cerity Partners
New York
$371K
KA
191
Kovack Advisors
Florida
$370K
Renaissance Technologies
192
Renaissance Technologies
New York
$366K
PWA
193
Prairie Wealth Advisors
Nebraska
$362K
FHC
194
First Heartland Consultants
Missouri
$356K
GAA
195
Guardian Asset Advisors
Pennsylvania
$353K
WA
196
Wealth Alliance
New York
$351K
RCA
197
Runnymede Capital Advisors
Ohio
$351K
OAM
198
Oppenheimer Asset Management
New York
$348K
Focus Partners Wealth
199
Focus Partners Wealth
Massachusetts
$340K
Tudor Investment Corp
200
Tudor Investment Corp
Connecticut
$312K