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Invesco S&P 500 High Dividend Low Volatility ETF

329 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 24 funds opening new positions, 125 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
-9
Holders Change %
-2.66%
% of All Funds
4.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
125
Reduced
112
Closed
30
Calls
$1.6M
Puts
$1.14M
Net Calls
+$466K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
201
US Bancorp
Minnesota
$295K +$86.7K +1,822 +42%
HAM
202
Harmony Asset Management
Arizona
$294K
SMC
203
Smith, Moore & Co
Missouri
$294K -$9.51K -200 -3%
KPWS
204
Kestra Private Wealth Services
Texas
$287K +$64K +1,346 +29%
HTC
205
Haverford Trust Company
Pennsylvania
$285K
SIM
206
Stratos Investment Management
Ohio
$285K
HA
207
Herold Advisors
New York
$283K +$238 +5 +0.1%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$276K +$47.6K +1,000 +21%
NS
209
NBC Securities
Alabama
$275K -$44.5K -938 -14%
FFN
210
Focus Financial Network
Minnesota
$273K +$2.62K +55 +1%
CWM
211
Copia Wealth Management
Oregon
$271K +$115K +2,424 +74%
CA
212
Continuum Advisory
Idaho
$265K -$313K -6,587 -54%
TWC
213
TD Waterhouse Canada
Ontario, Canada
$262K +$917 +19 +0.4%
PSF
214
Pacific Sun Financial
California
$260K -$2.85K -60 -1%
FFA
215
First Foundation Advisors
California
$256K +$2.33K +49 +0.9%
JPLA
216
Joseph P. Lucia & Associates
New York
$256K
BI
217
Ballast Inc
Kentucky
$256K +$256K +5,385 New
ASN
218
Advisory Services Network
Georgia
$255K -$24.8K -520 -9%
TWM
219
Triton Wealth Management
Arizona
$252K +$252K +5,152 New
MOS
220
MGO One Seven
Ohio
$252K
CCP
221
Clarity Capital Partners
California
$252K -$639K -13,429 -72%
MWA
222
Meridian Wealth Advisors
Texas
$250K
WC
223
Waterloo Capital
Texas
$245K -$36.2K -761 -13%
SF
224
Summit Financial
New Jersey
$243K +$243K +5,118 New
TSWM
225
Tyler-Stone Wealth Management
Ohio
$243K