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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
Morgan Stanley
1
Morgan Stanley
New York
$129M -$15.5M -317,457 -11%
LPL Financial
2
LPL Financial
California
$111M -$11.5M -234,910 -9%
Bank of America
3
Bank of America
North Carolina
$58.1M +$3.19M +65,443 +6%
Financial Engines Advisors
4
Financial Engines Advisors
California
$45.9M -$1.22M -25,044 -3%
Franklin Resources
5
Franklin Resources
California
$35.4M +$602K +12,356 +2%
Raymond James Financial
6
Raymond James Financial
Florida
$35M -$2.35M -48,229 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$34.5M +$2.34M +48,028 +7%
Two Sigma Investments
8
Two Sigma Investments
New York
$34.3M +$33.9M +694,600 New
Wells Fargo
9
Wells Fargo
California
$31.2M +$4.49M +92,001 +17%
UBS Group
10
UBS Group
Switzerland
$25.5M +$739K +15,152 +3%
AWE
11
Avidian Wealth Enterprises
Texas
$22.1M +$479K +9,834 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$17.1M -$1.27M -25,997 -7%
Ameriprise
13
Ameriprise
Minnesota
$16.3M -$3.45M -70,796 -18%
EH
14
Equitable Holdings
New York
$15.2M -$550K -11,289 -4%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$14.9M -$2.3M -47,138 -14%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$14M +$915K +18,765 +7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$13.6M -$463K -9,492 -3%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$13.1M +$2.07M +42,552 +19%
Stifel Financial
19
Stifel Financial
Missouri
$12.3M +$784K +16,076 +7%
PAG
20
Private Advisor Group
New Jersey
$11.5M -$476K -9,768 -4%
SA
21
Shilanski & Associates
Alaska
$11.4M +$351K +7,196 +3%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$10.4M -$335K -6,872 -3%
JP Morgan Chase
23
JP Morgan Chase
New York
$10M -$238K -4,884 -2%
Osaic Holdings
24
Osaic Holdings
Arizona
$9.94M -$169K -3,471 -2%
XF
25
XML Financial
Maryland
$9.81M +$5.36K +110 +0.1%