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Invesco S&P 500 High Dividend Low Volatility ETF

289 hedge funds and large institutions have $851M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 80 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+25
Holders Change %
+9.47%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
53
Increased
80
Reduced
95
Closed
21
Calls
$5.11M
Puts
$1.22M
Net Calls
+$3.89M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$66K +$66K +1,448 New
CIA
227
Choate Investment Advisors
Massachusetts
$61K
Citigroup
228
Citigroup
New York
$57K -$13.4K -299 -19%
FAG
229
Fortitude Advisory Group
Washington
$56K +$56K +1,239 New
FP
230
Financial Perspectives
Minnesota
$55.5K
CFA
231
Carroll Financial Associates
North Carolina
$55K -$13.9K -316 -20%
SWA
232
Sutton Wealth Advisors
Florida
$53.3K
OIA
233
Optimum Investment Advisors
Illinois
$53K -$21.7K -484 -29%
AWM
234
Accel Wealth Management
Iowa
$52K
RWA
235
RGT Wealth Advisors
Texas
$51K +$51K +1,125 New
BWM
236
Baystate Wealth Management
Massachusetts
$49K +$359 +8 +0.7%
Optiver Holding
237
Optiver Holding
Netherlands
$49K +$49K +1,075 New
CA
238
CoreCap Advisors
Michigan
$49K +$49K +1,090 New
TFS
239
TrustCore Financial Services
Tennessee
$47K -$21.6K -475 -31%
SFPG
240
Stonebridge Financial Planning Group
Florida
$45K
SC
241
Stephens Consulting
Michigan
$44.7K +$44.7K +988 New
TAM
242
Townsend Asset Management
North Carolina
$44K +$319 +7 +0.7%
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$42K -$10.4K -232 -20%
FHA
244
First Horizon Advisors
Tennessee
$42K -$620 -14 -1%
IAS
245
IMA Advisory Services
Colorado
$36K
FFWM
246
Future Financial Wealth Management
Ohio
$32K +$32K +702 New
TCWM
247
Total Clarity Wealth Management
Illinois
$29K -$2.69K -60 -8%
TFA
248
Toth Financial Advisory
Virginia
$27K -$133K -2,994 -83%
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$27K
IFS
250
Intelligent Financial Strategies
Minnesota
$25K +$25K +548 New