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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 44 funds opening new positions, 115 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)

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

10% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 105

1% more funds holding

Funds holding: 333336 (+3)

0.2% less ownership

Funds ownership: 32.98%32.79% (-0.2%)

6% less capital invested

Capital invested by funds: $1.05B → $990M (-$58.4M)

Holders
336
Holders Change
+3
Holders Change %
+0.9%
% 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
44
Increased
115
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
Morgan Stanley
1
Morgan Stanley
New York
$105M -$20.4M -423,376 -16%
LPL Financial
2
LPL Financial
California
$101M -$6.84M -142,041 -6%
Bank of America
3
Bank of America
North Carolina
$61.7M +$5.3M +110,060 +9%
Financial Engines Advisors
4
Financial Engines Advisors
California
$43.9M -$669K -13,885 -1%
Raymond James Financial
5
Raymond James Financial
Florida
$32.9M -$1.09M -22,627 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$32.1M -$1.35M -28,080 -4%
Franklin Resources
7
Franklin Resources
California
$31.6M -$2.75M -57,108 -8%
Wells Fargo
8
Wells Fargo
California
$30.9M +$609K +12,629 +2%
Stifel Financial
9
Stifel Financial
Missouri
$30.1M +$18.2M +378,620 +152%
UBS Group
10
UBS Group
Switzerland
$24.7M -$43K -892 -0.2%
AWE
11
Avidian Wealth Enterprises
Texas
$22.3M +$848K +17,598 +4%
Ameriprise
12
Ameriprise
Minnesota
$16.4M +$617K +12,813 +4%
PAG
13
Private Advisor Group
New Jersey
$15.5M +$4.42M +91,619 +39%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$13.3M -$1.13M -23,350 -8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$13.2M -$3.37M -69,837 -20%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$12.8M -$758K -15,728 -6%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$12.4M -$293K -6,085 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$11.9M -$1.36M -28,256 -10%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$11.4M +$11.2M +231,530 +4,597%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$10.1M -$73.3K -1,522 -0.7%
Osaic Holdings
21
Osaic Holdings
Arizona
$10.1M +$396K +8,219 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$9.61M +$179K +3,710 +2%
XF
23
XML Financial
Maryland
$9.6M +$81.4K +1,689 +0.9%
JP Morgan Chase
24
JP Morgan Chase
New York
$9.58M -$171K -3,551 -2%
AF
25
Allworth Financial
California
$9.02M -$354K -7,347 -4%