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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
SHFP
176
Second Half Financial Partners
Florida
$401K
RIA
177
Realta Investment Advisors
Delaware
$397K -$47.7K -978 -11%
PWA
178
Prairie Wealth Advisors
Nebraska
$387K +$10.5K +215 +3%
KA
179
Kovack Advisors
Florida
$385K +$98 +2 +0%
Cerity Partners
180
Cerity Partners
New York
$381K -$4.73K -97 -1%
CSS
181
Cubist Systematic Strategies
Connecticut
$380K +$374K +7,678 New
Tudor Investment Corp
182
Tudor Investment Corp
Connecticut
$379K +$54K +1,108 +17%
TA
183
TLS Advisors
Florida
$378K +$373K +7,652 New
FHC
184
First Heartland Consultants
Missouri
$378K +$7.85K +161 +2%
FB
185
Finward Bancorp
Indiana
$373K -$149K -3,065 -29%
WA
186
Wealth Alliance
New York
$368K +$3.66K +75 +1%
OAM
187
Oppenheimer Asset Management
New York
$363K +$634 +13 +0.2%
IFG
188
Independent Financial Group
California
$350K +$2.24K +46 +0.7%
GAA
189
Guardian Asset Advisors
Pennsylvania
$328K -$38.3K -785 -11%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$325K -$6.52M -133,701 -95%
RCA
191
Runnymede Capital Advisors
Ohio
$325K -$39K -800 -11%
NCM
192
NCM Capital Management
New Jersey
$322K -$181K -3,711 -36%
CAG
193
Centerpoint Advisory Group
Kansas
$321K +$317K +6,500 New
Comerica Bank
194
Comerica Bank
Texas
$318K -$439 -9 -0.1%
KWM
195
Kingsview Wealth Management
Oregon
$314K -$133K -2,730 -30%
SMC
196
Smith, Moore & Co
Missouri
$309K +$3.27K +67 +1%
KPWS
197
Kestra Private Wealth Services
Texas
$299K +$195 +4 +0.1%
HTC
198
Haverford Trust Company
Pennsylvania
$297K
SIM
199
Stratos Investment Management
Ohio
$296K
HA
200
Herold Advisors
New York
$294K +$195 +4 +0.1%