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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
Citigroup
176
Citigroup
New York
$402K -$17.7K -368 -4%
GFA
177
Godfrey Financial Associates
New York
$397K +$399K +8,279 New
CAM
178
Carret Asset Management
New York
$396K +$398K +8,250 New
IA
179
IFG Advisory
Georgia
$392K +$96 +2 +0%
SA
180
Sovran Advisors
California
$391K -$117K -2,432 -24%
RIA
181
Realta Investment Advisors
Delaware
$391K +$5.35K +111 +1%
QP
182
Quartz Partners
New York
$390K -$18.9K -393 -5%
DAS
183
Dynamic Advisor Solutions
Arizona
$385K -$63.9K -1,325 -14%
KPWS
184
Kestra Private Wealth Services
Texas
$384K +$94K +1,951 +32%
PWA
185
Prairie Wealth Advisors
Nebraska
$381K -$377K -7,829 Closed
UF
186
Univest Financial
Pennsylvania
$377K -$15.2K -315 -4%
Cerity Partners
187
Cerity Partners
New York
$364K -$5.54K -115 -1%
BPA
188
Beacon Pointe Advisors
California
$363K +$365K +7,571 New
WA
189
Wealth Alliance
New York
$362K +$4.34K +90 +1%
FHC
190
First Heartland Consultants
Missouri
$360K -$6.84K -142 -2%
OAM
191
Oppenheimer Asset Management
New York
$357K +$4.92K +102 +1%
GAA
192
Guardian Asset Advisors
Pennsylvania
$332K +$13.3K +277 +4%
FB
193
Finward Bancorp
Indiana
$323K -$39.8K -826 -11%
TWP
194
Triad Wealth Partners
Kansas
$320K +$321K +6,658 New
NCM
195
NCM Capital Management
New Jersey
$315K +$3.23K +67 +1%
QCM
196
Quantinno Capital Management
New York
$311K +$312K +6,469 New
SMC
197
Smith, Moore & Co
Missouri
$300K
GWP
198
Gateway Wealth Partners
Wisconsin
$290K +$50.4K +1,046 +21%
HTC
199
Haverford Trust Company
Pennsylvania
$288K
PCM
200
Prelude Capital Management
New York
$288K +$289K +6,000 New