SPHD icon

Invesco S&P 500 High Dividend Low Volatility ETF

355 hedge funds and large institutions have $1.93B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 124 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+22
Holders Change %
+6.61%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
56
Increased
124
Reduced
100
Closed
25
Calls
$2.3M
Puts
$923K
Net Calls
+$1.37M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Shares
Change %
TWC
226
TD Waterhouse Canada
Ontario, Canada
$261K -$327K -6,773 -56%
JPLA
227
Joseph P. Lucia & Associates
New York
$260K -$34.6K -716 -12%
MOS
228
MGO One Seven
Ohio
$260K +$3.96K +82 +2%
BAM
229
BOS Asset Management
Illinois
$257K -$16.9K -350 -6%
MWA
230
Meridian Wealth Advisors
Texas
$254K
TSWM
231
Tyler-Stone Wealth Management
Ohio
$246K
BPAMU
232
BTG Pactual Asset Management US
New York
$244K +$244K +4,877 New
AWM
233
Apollon Wealth Management
South Carolina
$244K +$7.25K +150 +3%
KAS
234
KPP Advisory Services
Kentucky
$243K
NFSG
235
Newbridge Financial Services Group
Florida
$242K +$1.26K +26 +0.5%
CAWM
236
Capital Advisors Wealth Management
Washington
$241K +$97 +2 +0%
AA
237
AlphaMark Advisors
Kentucky
$237K +$237K +4,898 New
BAG
238
Bridgewealth Advisory Group
California
$237K
CIA
239
Concurrent Investment Advisors
Florida
$233K -$127K -2,639 -35%
IWM
240
Iams Wealth Management
Nebraska
$228K +$228K +4,726 New
CCAL
241
City Center Advisors LLC
Michigan
$220K -$16.8K -348 -7%
FEM
242
Fulcrum Equity Management
Texas
$220K -$16.8K -348 -7%
HT
243
Heritage Trust
Oklahoma
$220K +$220K +4,551 New
KPWS
244
Kestra Private Wealth Services
Texas
$219K +$219K +4,538 New
OP
245
ORG Partners
Indiana
$217K
Northern Trust
246
Northern Trust
Illinois
$217K
BCP
247
Berkeley Capital Partners
Georgia
$216K -$5.65K -117 -3%
GAM
248
Grandview Asset Management
Pennsylvania
$213K +$213K +4,413 New
MAM
249
Milestone Asset Management
Pennsylvania
$211K -$4.3K -89 -2%
PWP
250
Principle Wealth Partners
Connecticut
$206K