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Invesco S&P 500 High Dividend Low Volatility ETF

338 hedge funds and large institutions have $1.23B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-17
Holders Change %
-4.79%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
128
Reduced
101
Closed
40
Calls
$1.67M
Puts
$1.07M
Net Calls
+$598K
Net Calls Change
-$774K
Name Holding Trade Value Shares
Change
Shares
Change %
NS
201
NBC Securities
Alabama
$338K +$338K +6,727 +84,088%
Comerica Bank
202
Comerica Bank
Texas
$334K -$35.8K -713 -10%
MWM
203
Modern Wealth Management
Kansas
$332K -$28K -558 -8%
NCM
204
NCM Capital Management
New Jersey
$326K -$10K -200 -3%
SMC
205
Smith, Moore & Co
Missouri
$320K +$10K +200 +3%
SHF
206
Safe Harbor Fiduciary
Florida
$319K
SC
207
Sykon Capital
New York
$317K +$317K +6,308 New
HAM
208
Harmony Asset Management
Arizona
$310K
HTC
209
Haverford Trust Company
Pennsylvania
$301K
SIM
210
Stratos Investment Management
Ohio
$301K
HF
211
HRT Financial
New York
$299K +$299K +5,970 New
HA
212
Herold Advisors
New York
$299K +$201 +4 +0.1%
WC
213
Waterloo Capital
Texas
$297K -$5.53K -110 -2%
ASN
214
Advisory Services Network
Georgia
$294K +$4.92K +98 +2%
Focus Partners Wealth
215
Focus Partners Wealth
Massachusetts
$292K -$20.9K -416 -7%
NEWAS
216
N.E.W. Advisory Services
Wisconsin
$292K +$292K +5,807 New
FFN
217
Focus Financial Network
Minnesota
$286K +$2.36K +47 +0.8%
MIFH
218
Migdal Insurance & Financial Holdings
Israel
$284K
PSF
219
Pacific Sun Financial
California
$277K -$2.01K -40 -0.7%
JPLA
220
Joseph P. Lucia & Associates
New York
$270K
TWC
221
TD Waterhouse Canada
Ontario, Canada
$270K
FFA
222
First Foundation Advisors
California
$268K -$54.2K -1,080 -17%
BAM
223
BOS Asset Management
Illinois
$267K
MOS
224
MGO One Seven
Ohio
$266K -$4.12K -82 -2%
MWA
225
Meridian Wealth Advisors
Texas
$264K