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Invesco S&P 500 High Dividend Low Volatility ETF

252 hedge funds and large institutions have $821M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+16
Holders Change %
+6.78%
% of All Funds
4.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
43
Increased
81
Reduced
77
Closed
23
Calls
$7.96M
Puts
$1.61M
Net Calls
+$6.35M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
226
Sonora Investment Management
Arizona
$19K
PMFA
227
Plante Moran Financial Advisors
Michigan
$19K +$19K +437 New
AssetMark Inc
228
AssetMark Inc
California
$15K
WWM
229
Wagner Wealth Management
South Carolina
$13K
CTC
230
Central Trust Company
Missouri
$13K +$13K +300 New
WP
231
WealthShield Partners
North Carolina
$12K +$12K +288 New
DWMG
232
DB Wealth Management Group
California
$11K
VNA
233
Valley National Advisers
Pennsylvania
$11K +$130 +3 +1%
GAM
234
Grandview Asset Management
Pennsylvania
$11K +$11K +267 New
AIP
235
Ameritas Investment Partners
Nebraska
$10K
S
236
SignatureFD
Georgia
$10K +$7.61K +169 +319%
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.65K
FHA
238
First Horizon Advisors
Tennessee
$9K +$9K +229 New
GCM
239
Gables Capital Management
Florida
$7K
MIFH
240
Migdal Insurance & Financial Holdings
Israel
$6K
EVM
241
Eaton Vance Management
Massachusetts
$6K +$6K +130 New
AWM
242
AllSquare Wealth Management
New York
$5K
SIS
243
Sound Income Strategies
Florida
$4.29K
HFA
244
HC Financial Advisors
California
$4K
CFN
245
Cordasco Financial Network
Florida
$4K
First Manhattan
246
First Manhattan
New York
$3K
IF
247
Ironwood Financial
Arizona
$2K
PK
248
Pflug Koory
Nebraska
$1K +$1K +12 New
ED
249
Exane Derivatives
France
$300
SWM
250
Sugarloaf Wealth Management
Georgia
$92 -$232 -1,540 -72%