SPHD icon

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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$147M 2,925,502 -34,834 -1%
LPL Financial
2
LPL Financial
California
$140M 2,779,602 +500,835 +22%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$57.9M 1,151,885 +20,656 +2%
Ameriprise
4
Ameriprise
Minnesota
$57.2M 1,138,820 +434,526 +62%
Bank of America
5
Bank of America
North Carolina
$55.6M 1,106,516 -30,264 -3%
Financial Engines Advisors
6
Financial Engines Advisors
California
$49.3M 980,599 -14,661 -1%
Raymond James Financial
7
Raymond James Financial
Florida
$34.4M 685,522 +85,501 +14%
Franklin Resources
8
Franklin Resources
California
$33.5M 667,317 +7,703 +1%
UBS Group
9
UBS Group
Switzerland
$30.9M 616,165 +79,313 +15%
Wells Fargo
10
Wells Fargo
California
$30.9M 615,153 +72,640 +13%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$27.4M 544,613 -126,415 -19%
AWE
12
Avidian Wealth Enterprises
Texas
$21.1M 420,252 -15,393 -4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$21.1M 419,999 +123,979 +42%
Goldman Sachs
14
Goldman Sachs
New York
$20.1M 400,459 -6,372 -2%
B
15
Barings
North Carolina
$18.9M 376,798 -112,291 -23%
EH
16
Equitable Holdings
New York
$15.7M 313,188 -4,174 -1%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$15.4M 307,445 -8,225 -3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$15.3M 304,324 +16,030 +6%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$14.8M 294,312 -3,709 -1%
Stifel Financial
20
Stifel Financial
Missouri
$12.6M 250,666 -161,827 -39%
Osaic Holdings
21
Osaic Holdings
Arizona
$11.5M 228,346 +4,508 +2%
SA
22
Shilanski & Associates
Alaska
$11.1M 221,518 +6,220 +3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$10.8M 214,169 +19,922 +10%
WAS
24
WESPAC Advisors SoCal
California
$10.7M 212,525 -36,962 -15%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$10.7M 212,384 -2,089 -1%