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Invesco S&P 500 High Dividend Low Volatility ETF

323 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $1.04B → $1.03B (-$7.78M)

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

2% less funds holding

Funds holding: 331323 (-8)

Holders
323
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
$1.35M
Puts
$460K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
201
D.E. Shaw & Co
New York
$272K
TWC
202
TD Waterhouse Canada
Ontario, Canada
$270K
CWM
203
Copia Wealth Management
Oregon
$269K
FFA
204
First Foundation Advisors
California
$269K
JPLA
205
Joseph P. Lucia & Associates
New York
$266K
PSF
206
Pacific Sun Financial
California
$266K
WFAG
207
Worth Financial Advisory Group
North Carolina
$265K
MOS
208
MGO One Seven
Ohio
$262K
WC
209
Waterloo Capital
Texas
$260K
MWA
210
Meridian Wealth Advisors
Texas
$260K
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$249K
GWP
212
Gateway Wealth Partners
Wisconsin
$247K
CAWM
213
Capital Advisors Wealth Management
Washington
$245K
US Bancorp
214
US Bancorp
Minnesota
$242K
BAG
215
Bridgewealth Advisory Group
California
$237K
BPAMU
216
BTG Pactual Asset Management US
New York
$232K
William Blair & Company
217
William Blair & Company
Illinois
$230K
TWM
218
Triton Wealth Management
Arizona
$229K
CT
219
Caldwell Trust
Florida
$225K
OP
220
ORG Partners
Indiana
$223K
GAM
221
Grandview Asset Management
Pennsylvania
$221K
MAM
222
Milestone Asset Management
Pennsylvania
$220K
SFA
223
Sequoia Financial Advisors
Ohio
$218K
FHA
224
Flagship Harbor Advisors
Massachusetts
$217K
SAM
225
Strategy Asset Managers
California
$216K