We are live on ! Find out more
SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF

334 hedge funds and large institutions have $1.05B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $460K

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

3% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 112

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $1.05B → $1.05B (-$704K)

0.09% less ownership

Funds ownership: 33.07%32.99% (-0.09%)

1% less funds holding

Funds holding: 339334 (-5)

Holders
334
Holders Change
-5
Holders Change %
-1.47%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
115
Reduced
112
Closed
30
Calls
$1.35M
Puts
$460K
Net Calls
+$890K
Net Calls Change
+$424K
Name Holding Trade Value Shares
Change
Change in
Stake
NS
201
NBC Securities
Alabama
$288K +$1.27K +26 +0.4%
FFN
202
Focus Financial Network
Minnesota
$287K +$2.73K +56 +1%
CA
203
Continuum Advisory
Idaho
$285K +$9.36K +192 +3%
ASN
204
Advisory Services Network
Georgia
$278K +$14.1K +289 +5%
Jane Street
205
Jane Street
New York
$272K -$1.32M -27,007 -83%
D.E. Shaw & Co
206
D.E. Shaw & Co
New York
$272K +$268K +5,501 New
TWC
207
TD Waterhouse Canada
Ontario, Canada
$270K
CWM
208
Copia Wealth Management
Oregon
$269K -$12.3K -253 -4%
FFA
209
First Foundation Advisors
California
$269K +$2.68K +55 +1%
JPLA
210
Joseph P. Lucia & Associates
New York
$266K
PSF
211
Pacific Sun Financial
California
$266K -$3.9K -80 -1%
WFAG
212
Worth Financial Advisory Group
North Carolina
$265K +$261K +5,363 New
MOS
213
MGO One Seven
Ohio
$262K -$244 -5 -0.1%
WC
214
Waterloo Capital
Texas
$260K +$5.02K +103 +2%
MWA
215
Meridian Wealth Advisors
Texas
$260K
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$249K -$37.1K -761 -13%
GWP
217
Gateway Wealth Partners
Wisconsin
$247K +$244K +5,002 New
CAWM
218
Capital Advisors Wealth Management
Washington
$245K +$98 +2 +0%
US Bancorp
219
US Bancorp
Minnesota
$242K -$63.5K -1,303 -21%
BAG
220
Bridgewealth Advisory Group
California
$237K
BPAMU
221
BTG Pactual Asset Management US
New York
$232K
William Blair & Company
222
William Blair & Company
Illinois
$230K +$91.7K +1,881 +68%
TWM
223
Triton Wealth Management
Arizona
$229K -$15.4K -315 -6%
CT
224
Caldwell Trust
Florida
$225K
OP
225
ORG Partners
Indiana
$223K