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Invesco S&P 500 High Dividend Low Volatility ETF

331 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, 126 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

2% less funds holding

Funds holding: 339331 (-8)

15% less capital invested

Capital invested by funds: $1.23B → $1.04B (-$188M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

Holders
331
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
$1.6M
Puts
$1.14M
Net Calls
Net Calls Change

Top Sellers

1 -$36.4M
2 -$23.9M
3 -$18.9M
4
LPL Financial
LPL Financial
California
-$14.4M
5
Goldman Sachs
Goldman Sachs
New York
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SHF
201
Safe Harbor Fiduciary
Florida
$302K
US Bancorp
202
US Bancorp
Minnesota
$295K
HAM
203
Harmony Asset Management
Arizona
$294K
SMC
204
Smith, Moore & Co
Missouri
$294K
KPWS
205
Kestra Private Wealth Services
Texas
$287K
HTC
206
Haverford Trust Company
Pennsylvania
$285K
SIM
207
Stratos Investment Management
Ohio
$285K
HA
208
Herold Advisors
New York
$283K
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$276K
NS
210
NBC Securities
Alabama
$275K
FFN
211
Focus Financial Network
Minnesota
$273K
CWM
212
Copia Wealth Management
Oregon
$271K
CA
213
Continuum Advisory
Idaho
$265K
TWC
214
TD Waterhouse Canada
Ontario, Canada
$262K
PSF
215
Pacific Sun Financial
California
$260K
FFA
216
First Foundation Advisors
California
$256K
JPLA
217
Joseph P. Lucia & Associates
New York
$256K
BI
218
Ballast Inc
Kentucky
$256K
ASN
219
Advisory Services Network
Georgia
$255K
TWM
220
Triton Wealth Management
Arizona
$252K
MOS
221
MGO One Seven
Ohio
$252K
CCP
222
Clarity Capital Partners
California
$252K
MWA
223
Meridian Wealth Advisors
Texas
$250K
WC
224
Waterloo Capital
Texas
$245K
SF
225
Summit Financial
New Jersey
$243K