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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 %
BAM
251
Bellevue Asset Management
Washington
$65.9K +$127 +3 +0.2%
ACA
252
Aptus Capital Advisors
Alabama
$64.8K -$7.25K -171 -10%
BWL
253
Bogart Wealth LLC
Virginia
$61.2K +$763 +18 +1%
MWM
254
MGB Wealth Management
Texas
$60.4K +$60.4K +1,424 New
JFGIW
255
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59.7K
GWANC
256
Guardian Wealth Advisors (North Carolina)
North Carolina
$58.3K
FP
257
Financial Perspectives
Minnesota
$52K
T
258
Tidemark
California
$51.2K +$51.2K +1,207 New
TWM
259
Tradition Wealth Management
Minnesota
$50K +$83 +1 +0.2%
SIS
260
Sound Income Strategies
Florida
$42.2K +$42.2K +994 New
NSG
261
Nalls Sherbakoff Group
Tennessee
$34.8K
FFL
262
Financial Freedom LLC
Ohio
$30.7K +$254 +6 +0.8%
CAM
263
Creekmur Asset Management
Illinois
$30.2K +$30.2K +712 New
HBW
264
Hazlett, Burt & Watson
West Virginia
$28K
CHA
265
Carmichael Hill & Associates
Maryland
$26.5K
PFA
266
Pathway Financial Advisers
Indiana
$25.1K
WIM
267
Westside Investment Management
California
$23.8K
AIC
268
Archer Investment Corporation
Indiana
$23.3K
CFD
269
Creative Financial Designs
Indiana
$21.2K
KFI
270
Key Financial Inc
Pennsylvania
$21.2K
MWM
271
Mascoma Wealth Management
New Hampshire
$19.1K
YDMI
272
Y.D. More Investments
Israel
$17.6K +$12.5K +295 +246%
TVAMP
273
Tennessee Valley Asset Management Partners
Tennessee
$17.5K +$17.5K +412 New
EWA
274
EverSource Wealth Advisors
Alabama
$17K
CP
275
Castleview Partners
Texas
$13.1K