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Invesco S&P 500 High Dividend Low Volatility ETF

339 hedge funds and large institutions have $1.05B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 130 increasing their positions, 115 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $1.14M

13% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 115

1.73% less ownership

Funds ownership: 34.8%33.07% (-1.7%)

3% less funds holding

Funds holding: 349339 (-10)

15% less capital invested

Capital invested by funds: $1.24B → $1.05B (-$192M)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
339
Holders Change
-10
Holders Change %
-2.87%
% of All Funds
4.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
130
Reduced
115
Closed
31
Calls
$1.6M
Puts
$1.14M
Net Calls
+$466K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
201
Focus Partners Wealth
Massachusetts
$340K +$63.3K +1,340 +23%
IFG
202
Independent Financial Group
California
$335K +$2.17K +46 +0.7%
Tudor Investment Corp
203
Tudor Investment Corp
Connecticut
$312K +$310K +6,552 New
TSS
204
Two Sigma Securities
New York
$307K -$345K -7,298 -53%
Comerica Bank
205
Comerica Bank
Texas
$306K -$9.74K -206 -3%
SHF
206
Safe Harbor Fiduciary
Florida
$302K -$142 -3 -0%
US Bancorp
207
US Bancorp
Minnesota
$295K +$86.1K +1,822 +42%
HAM
208
Harmony Asset Management
Arizona
$294K
SMC
209
Smith, Moore & Co
Missouri
$294K -$9.45K -200 -3%
KPWS
210
Kestra Private Wealth Services
Texas
$287K +$63.6K +1,346 +29%
HTC
211
Haverford Trust Company
Pennsylvania
$285K
SIM
212
Stratos Investment Management
Ohio
$285K
HA
213
Herold Advisors
New York
$283K +$236 +5 +0.1%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$276K +$47.3K +1,000 +21%
NS
215
NBC Securities
Alabama
$275K -$44.3K -938 -14%
FFN
216
Focus Financial Network
Minnesota
$273K +$2.6K +55 +1%
CWM
217
Copia Wealth Management
Oregon
$271K +$115K +2,424 +74%
CA
218
Continuum Advisory
Idaho
$265K -$311K -6,587 -54%
TWC
219
TD Waterhouse Canada
Ontario, Canada
$262K +$898 +19 +0.4%
PSF
220
Pacific Sun Financial
California
$260K -$2.84K -60 -1%
FFA
221
First Foundation Advisors
California
$256K +$2.32K +49 +0.9%
JPLA
222
Joseph P. Lucia & Associates
New York
$256K
ASN
223
Advisory Services Network
Georgia
$255K -$24.6K -520 -9%
TWM
224
Triton Wealth Management
Arizona
$252K +$244K +5,152 New
MOS
225
MGO One Seven
Ohio
$252K

SPHD Hedge Fund Activity: Q2 2025 in Review

339 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q2 2025, worth a combined $1.05B — down 15% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of SPHD and 23 opened new positions — a net loss of 8 holders — while 115 trimmed existing stakes and 130 added.

The largest buyer was BTS Asset Management, opening a new position worth an estimated $10.1M. The largest seller was Ameriprise, cutting an estimated $34.9M.

  • 339 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q2 2025, down from 349 in Q1 2025.
  • Funds reported $1.05B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 23 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q2 2025 and 31 closed out, a net change of -8 holders.
  • The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q2 2025 was BTS Asset Management, an estimated $10.1M added.
  • The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q2 2025 was Ameriprise, an estimated $34.9M sold.

Based on aggregated 13F filings for Q2 2025.