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Invesco S&P 500 High Dividend Low Volatility ETF

276 hedge funds and large institutions have $1.34B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+31
Holders Change %
+12.65%
% of All Funds
5.45%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
61
Increased
113
Reduced
69
Closed
26
Calls
$7.47M
Puts
$462K
Net Calls
+$7.01M
Net Calls Change
+$5.21M
Name Holding Trade Value Shares
Change
Shares
Change %
THWM
251
Taylor Hoffman Wealth Management
Virginia
$22K +$22K +490 New
VCP
252
Verus Capital Partners
Arizona
$22K +$22K +500 New
WCG
253
Weaver Consulting Group
California
$21K +$21K +495 New
SIM
254
Sonora Investment Management
Arizona
$20K +$1.71K +38 +9%
IFWM
255
Institute for Wealth Management
Colorado
$17K +$17K +380 New
BWL
256
Bogart Wealth LLC
Virginia
$16K +$5.36K +124 +50%
LOIM
257
Liberty One Investment Management
Illinois
$16K +$16K +369 New
BlackRock
258
BlackRock
New York
$15K +$182 +4 +1%
HNB
259
Huntington National Bank
Ohio
$14K
WOC
260
West Oak Capital
California
$14K
AIP
261
Ameritas Investment Partners
Nebraska
$11K -$108K -2,505 -91%
GWMIA
262
Global Wealth Management Investment Advisory
Florida
$10K -$682 -15 -6%
VNA
263
Valley National Advisers
Pennsylvania
$10K +$84 +2 +0.8%
HIA
264
Harbor Investment Advisory
Maryland
$10K +$10K +225 New
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.91K
GCM
266
Gables Capital Management
Florida
$7K
MIFH
267
Migdal Insurance & Financial Holdings
Israel
$6K -$71.1K -1,540 -92%
ED
268
Exane Derivatives
France
$5.4K
AWM
269
AllSquare Wealth Management
New York
$5K
SW
270
SVB Wealth
Massachusetts
$4K +$4K +90 New
FA
271
Faithward Advisors
Pennsylvania
$4K +$4K +100 New
HWM
272
Howard Wealth Management
Connecticut
$4K +$4K +112 New
LS
273
Leelyn Smith
Illinois
$3.96K +$3.96K +89,868 New
TL
274
TrueWealth LLC
Georgia
$3K +$48 +1 +2%
GFPC
275
Global Financial Private Capital
Florida
$2K -$6.29M -116,349 -100%