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Invesco S&P 500 High Dividend Low Volatility ETF

307 hedge funds and large institutions have $943M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 137 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-8
Holders Change %
-2.54%
% of All Funds
4.89%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
27
Increased
79
Reduced
137
Closed
33
Calls
$3.69M
Puts
$4.12M
Net Calls
-$431K
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
251
Cedar Wealth Management
California
$63.1K
BAM
252
Bellevue Asset Management
Washington
$60.8K +$118 +3 +0.2%
BWL
253
Bogart Wealth LLC
Virginia
$55.9K -$627 -16 -1%
JFGIW
254
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55.1K -$49.9K -1,272 -47%
GWANC
255
Guardian Wealth Advisors (North Carolina)
North Carolina
$53.9K
CIA
256
Choate Investment Advisors
Massachusetts
$52.9K
Simplex Trading
257
Simplex Trading
Illinois
$51K +$34.7K +887 +212%
FP
258
Financial Perspectives
Minnesota
$48K
SWA
259
Sutton Wealth Advisors
Florida
$46.2K
TWM
260
Tradition Wealth Management
Minnesota
$42K
BFPW
261
BOK Financial Private Wealth
Colorado
$39.6K -$144K -3,677 -78%
AFG
262
Albion Financial Group
Utah
$33.3K +$33.3K +850 New
NSG
263
Nalls Sherbakoff Group
Tennessee
$32.1K
FFL
264
Financial Freedom LLC
Ohio
$28.2K +$196 +5 +0.7%
HBW
265
Hazlett, Burt & Watson
West Virginia
$26K
CHA
266
Carmichael Hill & Associates
Maryland
$24.5K
PFA
267
Pathway Financial Advisers
Indiana
$23.2K +$23.2K +591 New
WIM
268
Westside Investment Management
California
$21.9K
AIC
269
Archer Investment Corporation
Indiana
$21.6K
CFD
270
Creative Financial Designs
Indiana
$19.6K
KFI
271
Key Financial Inc
Pennsylvania
$19.6K
MWM
272
Mascoma Wealth Management
New Hampshire
$17.7K -$6.27K -160 -26%
EWA
273
EverSource Wealth Advisors
Alabama
$15.7K
CP
274
Castleview Partners
Texas
$12.1K
MTIC
275
Missouri Trust & Investment Company
Missouri
$11.8K -$3.21K -82 -21%