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Invesco S&P 500 High Dividend Low Volatility ETF

315 hedge funds and large institutions have $1.09B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 129 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-17
Holders Change %
-5.12%
% of All Funds
4.97%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
26
Increased
89
Reduced
129
Closed
39
Calls
$3.81M
Puts
$1.59M
Net Calls
+$2.23M
Net Calls Change
-$2.46M
Name Holding Trade Value Shares
Change
Shares
Change %
STB
226
S&T Bank
Pennsylvania
$206K +$2.56K +62 +1%
ML
227
McAdam LLC
Pennsylvania
$205K +$2.32K +56 +1%
CAM
228
Cozad Asset Management
Illinois
$203K
LFAS
229
Level Four Advisory Services
Texas
$202K -$20.1K -485 -9%
CWMGP
230
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$201K -$307K -7,413 -60%
AF
231
Allworth Financial
California
$200K +$176K +4,245 +732%
OP
232
ORG Partners
Indiana
$199K +$199K +4,788 New
BFPW
233
BOK Financial Private Wealth
Colorado
$194K
US Bancorp
234
US Bancorp
Minnesota
$187K +$207 +5 +0.1%
MIFH
235
Migdal Insurance & Financial Holdings
Israel
$181K -$340K -8,270 -65%
NFSG
236
Newbridge Financial Services Group
Florida
$166K +$1.53K +37 +0.9%
SWM
237
Spire Wealth Management
Virginia
$164K
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$160K +$131K +3,175 +454%
GT
239
Glenmede Trust
Pennsylvania
$160K
RG
240
Retirement Group
California
$159K -$744 -18 -0.5%
PWM
241
Provident Wealth Management
Tennessee
$119K -$3.76K -91 -3%
AF
242
Advisornet Financial
Minnesota
$116K +$39.5K +955 +52%
TSWM
243
Tyler-Stone Wealth Management
Ohio
$114K +$114K +2,750 New
CWM
244
Consultiva Wealth Management
Puerto Rico
$113K
JFGIW
245
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$111K
RFA
246
Register Financial Advisors
Georgia
$103K -$20.7K -500 -17%
MFT
247
Moisand Fitzgerald Tamayo
Florida
$97.5K
William Blair & Company
248
William Blair & Company
Illinois
$96.8K +$3.06K +74 +3%
HFS
249
HBC Financial Services
Washington
$92K
SWM
250
Sugarloaf Wealth Management
Georgia
$88.9K