Who Owns Invesco S&P 500 High Dividend Low Volatility ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Invesco S&P 500 High Dividend Low Volatility ETF.
Who crossed 5% of SPHD →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Avidian Wealth Enterprises, LLCS&P500 HDL VOL437.2K shtrimmed | $21.1M |
| Venture Visionary Partners LLCS&P500 HDL VOL89.1K shheld | $4.3M |
| Stonebridge Wealth Management, LLCS&P500 HDL VOL49K shadded | $2.4M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund48.3K shadded | $2.3M |
| Farther Finance Advisors, LLCETF41.9K shadded | $2M |
| Investors Research CorpS&P500 HDL VOL14.1K shtrimmed | $677.4K |
| TrueWealth Advisors, LLCS&P500 HDL VOL13.4K shtrimmed | $647.4K |
| RVW Wealth, LLCS&P500 HDL VOL11.9K shheld | $574.3K |
| Shulman DeMeo Asset Management LLCS&P500 HDL VOL8.1K shadded | $392K |
| First Heartland Consultants, Inc.S&P500 HDL VOL7.5K shheld | $361.1K |
| Capital Advisors Wealth Management, LLCS&P500 HDL VOL5K shheld | $238.8K |
| Olistico Wealth, LLCETF2.8K shadded | $135.1K |
| Trust CoETF532 shheld | $25.6K |
| CoreCap Advisors, LLCETF181 shheld | $8.7K |
| Rosenberg Matthew HamiltonETF19 shheld | $915 |
| GAMMA Investing LLCETF2 shheld | $96 |
| Go Invest LLCETF0 shheld | $13 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on SPHD
Follow Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) by email
New trades in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.