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Invesco S&P 500 High Dividend Low Volatility ETF

336 hedge funds and large institutions have $990M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 105 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $643K

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

10% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 105

1% more funds holding

Funds holding: 334336 (+2)

0.2% less ownership

Funds ownership: 32.99%32.79% (-0.2%)

6% less capital invested

Capital invested by funds: $1.05B → $990M (-$58.5M)

Holders
336
Holders Change
+2
Holders Change %
+0.6%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
43
Increased
116
Reduced
105
Closed
31
Calls
$2.04M
Puts
$643K
Net Calls
+$1.4M
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
201
Comerica Bank
Texas
$288K -$21.1K -437 -7%
SIM
202
Stratos Investment Management
Ohio
$288K
WFAG
203
Worth Financial Advisory Group
North Carolina
$286K +$28.9K +600 +11%
NS
204
NBC Securities
Alabama
$285K +$5.35K +111 +2%
FFN
205
Focus Financial Network
Minnesota
$282K +$3.42K +71 +1%
KA
206
KLCM Advisors
Wisconsin
$279K +$280K +5,810 New
DS
207
DRW Securities
Illinois
$277K +$278K +5,766 New
CA
208
Continuum Advisory
Idaho
$276K -$434 -9 -0.2%
HA
209
Herold Advisors
New York
$274K -$11.7K -243 -4%
IFG
210
Independent Financial Group
California
$274K -$66.3K -1,376 -19%
ASN
211
Advisory Services Network
Georgia
$266K -$3.95K -82 -1%
FFA
212
First Foundation Advisors
California
$264K +$3.13K +65 +1%
SFA
213
Sequoia Financial Advisors
Ohio
$262K +$50.3K +1,043 +24%
TWC
214
TD Waterhouse Canada
Ontario, Canada
$260K
JPLA
215
Joseph P. Lucia & Associates
New York
$258K
MOS
216
MGO One Seven
Ohio
$254K -$337 -7 -0.1%
WC
217
Waterloo Capital
Texas
$247K -$4.96K -103 -2%
CAWM
218
Capital Advisors Wealth Management
Washington
$238K
PSF
219
Pacific Sun Financial
California
$237K -$21.7K -450 -8%
AAS
220
Ameritas Advisory Services
Nebraska
$235K -$183K -3,806 -44%
BPAMU
221
BTG Pactual Asset Management US
New York
$232K
BAG
222
Bridgewealth Advisory Group
California
$230K
AFWM
223
Arta Finance Wealth Management
California
$230K +$230K +4,782 New
HI
224
Harbour Investments
Wisconsin
$225K +$46.6K +968 +26%
Northern Trust
225
Northern Trust
Illinois
$224K +$225K +4,672 New