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Invesco S&P 500 High Dividend Low Volatility ETF

353 hedge funds and large institutions have $1.09B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2026 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 129 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

25% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 103

3% more funds holding

Funds holding: 344353 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.96% less ownership

Funds ownership: 33.78%32.82% (-0.96%)

2% less capital invested

Capital invested by funds: $1.11B → $1.09B (-$19.9M)

57% less call options, than puts

Call options by funds: $2.73M | Put options by funds: $6.37M

Holders
353
Holders Change
+9
Holders Change %
+2.62%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
45
Increased
129
Reduced
103
Closed
30
Calls
$2.73M
Puts
$6.37M
Net Calls
-$3.64M
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$114M +$6.67M +133,471 +6%
LPL Financial
2
LPL Financial
California
$110M -$1.2M -24,021 -1%
Morgan Stanley
3
Morgan Stanley
New York
$82.5M -$21.1M -422,891 -21%
Bank of America
4
Bank of America
North Carolina
$67.5M +$525K +10,503 +0.8%
Raymond James Financial
5
Raymond James Financial
Florida
$35.5M -$326K -6,515 -0.9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$35.2M +$2.04M +40,865 +6%
Franklin Resources
7
Franklin Resources
California
$29.7M +$1.3M +25,908 +5%
UBS Group
8
UBS Group
Switzerland
$29.1M +$791K +15,816 +3%
Wells Fargo
9
Wells Fargo
California
$24.6M -$1.81M -36,138 -7%
AWE
10
Avidian Wealth Enterprises
Texas
$24.3M +$425K +8,500 +2%
Ameriprise
11
Ameriprise
Minnesota
$23.5M +$5.74M +114,823 +33%
PAG
12
Private Advisor Group
New Jersey
$21.6M +$3.1M +62,100 +17%
Financial Engines Advisors
13
Financial Engines Advisors
California
$17.5M -$27.2M -544,748 -61%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$15.5M +$1.19M +23,866 +8%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$15.3M +$1.77M +35,495 +13%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$14.1M -$186K -3,720 -1%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$13.3M -$498K -9,954 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$12.2M +$2.15M +42,910 +22%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$12M -$58.6K -1,172 -0.5%
XF
20
XML Financial
Maryland
$11.8M +$401K +8,031 +4%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$11.5M +$532K +10,638 +5%
JP Morgan Chase
22
JP Morgan Chase
New York
$11M -$19M -380,578 -64%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$10.6M -$1.17M -23,350 -10%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$10.4M +$69.9K +1,399 +0.7%
FHA
25
Flagship Harbor Advisors
Massachusetts
$10M +$4.79M +95,832 +95%

SPHD Hedge Fund Activity: Q2 2026 in Review

353 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q2 2026, worth a combined $1.09B — down 1.8% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPHD positions and 30 closed out — a net gain of 15 holders — while 129 added to existing stakes and 103 trimmed.

The largest buyer was Jump Financial, opening a new position worth an estimated $7.72M. The largest seller was Financial Engines Advisors, cutting an estimated $27.2M.

  • 353 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q2 2026, up from 344 in Q1 2026.
  • Funds reported $1.09B of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q2 2026, down 1.8% quarter-over-quarter.
  • 45 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q2 2026 and 30 closed out, a net change of +15 holders.
  • The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q2 2026 was Jump Financial, an estimated $7.72M added.
  • The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q2 2026 was Financial Engines Advisors, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2026.