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Invesco S&P 500 High Dividend Low Volatility ETF

333 hedge funds and large institutions have $1.15B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+31
Holders Change %
+10.26%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
55
Increased
114
Reduced
94
Closed
22
Calls
$4.4M
Puts
$723K
Net Calls
+$3.68M
Net Calls Change
+$869K
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
226
Realta Investment Advisors
Delaware
$245K -$180K -3,581 -42%
SWM
227
SeaCrest Wealth Management
New York
$243K +$15.2K +300 +7%
JIP
228
Jaffetilchin Investment Partners
Florida
$243K +$243K +4,814 New
BAG
229
Bridgewealth Advisory Group
California
$243K +$243K +4,800 New
Lido Advisors
230
Lido Advisors
California
$242K -$20.6K -407 -8%
AA
231
Advisory Alpha
Michigan
$237K -$68.4K -1,352 -22%
BCP
232
Berkeley Capital Partners
Georgia
$232K +$232K +4,589 New
AFG
233
Argent Financial Group
Louisiana
$230K +$230K +4,551 New
OP
234
ORG Partners
Indiana
$228K
Northern Trust
235
Northern Trust
Illinois
$228K +$228K +4,499 New
MAM
236
Milestone Asset Management
Pennsylvania
$225K +$225K +4,450 New
KWM
237
Kingsview Wealth Management
Oregon
$225K +$225K +4,442 New
AFC
238
AFT Forsyth & Company
Florida
$223K +$223K +4,405 New
ASN
239
Advisory Services Network
Georgia
$217K
PWP
240
Principle Wealth Partners
Connecticut
$216K +$216K +4,272 New
ACM
241
Armbruster Capital Management
New York
$214K +$214K +4,239 New
FHA
242
Flagship Harbor Advisors
Massachusetts
$214K +$214K +4,233 New
HI
243
Harbour Investments
Wisconsin
$213K +$10.2K +202 +5%
MCC
244
Money Concepts Capital
Florida
$211K -$63K -1,246 -23%
MFG
245
Merit Financial Group
Georgia
$209K -$129K -2,560 -38%
PP
246
PDS Planning
Ohio
$207K +$207K +4,097 New
V
247
ViaWealth
Kansas
$202K +$202K +3,993 New
FTUS
248
Flow Traders U.S.
New York
$201K -$315K -6,236 -61%
GT
249
Glenmede Trust
Pennsylvania
$191K
Deutsche Bank
250
Deutsche Bank
Germany
$187K