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Invesco S&P 500 High Dividend Low Volatility ETF

312 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+5
Holders Change %
+1.63%
% of All Funds
4.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
48
Increased
89
Reduced
118
Closed
38
Calls
$3.75M
Puts
$958K
Net Calls
+$2.8M
Net Calls Change
+$3.23M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
226
Capital Advisors Ltd
Ohio
$201K -$20.1K -475 -9%
Citigroup
227
Citigroup
New York
$200K -$841K -19,825 -81%
HI
228
Harbour Investments
Wisconsin
$193K -$39.2K -925 -17%
OP
229
ORG Partners
Indiana
$191K
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$187K -$11.2K -265 -6%
GWSG
231
GPS Wealth Strategies Group
Colorado
$170K -$105K -2,477 -38%
GT
232
Glenmede Trust
Pennsylvania
$160K
RG
233
Retirement Group
California
$151K -$16.5K -389 -10%
SWM
234
Spire Wealth Management
Virginia
$140K -$24.2K -578 -15%
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$126K -$38.7K -912 -24%
MIFH
236
Migdal Insurance & Financial Holdings
Israel
$119K
TSWM
237
Tyler-Stone Wealth Management
Ohio
$117K
PWM
238
Provident Wealth Management
Tennessee
$115K -$1.4K -33 -1%
William Blair & Company
239
William Blair & Company
Illinois
$109K +$13.3K +313 +14%
RFA
240
Register Financial Advisors
Georgia
$105K
AF
241
Advisornet Financial
Minnesota
$96.2K -$23K -543 -19%
PS
242
Principal Securities
Iowa
$95.2K +$95.2K +2,245 New
CW
243
Cooksen Wealth
Texas
$92.1K +$92.1K +2,172 New
SWM
244
Sugarloaf Wealth Management
Georgia
$91.2K
MA
245
MCF Advisors
Kentucky
$90.1K
IA
246
IFS Advisors
Kansas
$88.6K
HFS
247
HBC Financial Services
Washington
$84K -$8.82K -210 -10%
OIA
248
Optimum Investment Advisors
Illinois
$80.7K
TWC
249
TD Waterhouse Canada
Ontario, Canada
$75.6K
CWM
250
Cedar Wealth Management
California
$68.3K