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Invesco S&P 500 High Dividend Low Volatility ETF

302 hedge funds and large institutions have $977M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-7
Holders Change %
-2.27%
% of All Funds
4.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
92
Reduced
114
Closed
29
Calls
$3.14M
Puts
$333K
Net Calls
+$2.81M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Shares
Change %
GWANC
251
Guardian Wealth Advisors (North Carolina)
North Carolina
$61.1K
CAL
252
Capital Analysts LLC
Pennsylvania
$61K +$537 +12 +0.9%
FP
253
Financial Perspectives
Minnesota
$54.5K
T
254
Tidemark
California
$53.6K
HFS
255
Hantz Financial Services
Michigan
$52K +$52K +1,171 New
FFL
256
Financial Freedom LLC
Ohio
$32.5K +$178 +4 +0.5%
CAM
257
Creekmur Asset Management
Illinois
$32.3K +$267 +6 +0.8%
GCM
258
Gables Capital Management
Florida
$32.2K
HBW
259
Hazlett, Burt & Watson
West Virginia
$30K
IWP
260
IAG Wealth Partners
Wisconsin
$29.5K +$20.7K +466 +235%
CHA
261
Carmichael Hill & Associates
Maryland
$27.8K
CAS
262
Coppell Advisory Solutions
Texas
$27.2K +$27.2K +612 New
PFA
263
Pathway Financial Advisers
Indiana
$26.3K +$44 +1 +0.2%
WIM
264
Westside Investment Management
California
$24.9K
AIC
265
Archer Investment Corporation
Indiana
$24.4K
MA
266
MCF Advisors
Kentucky
$24K -$70.4K -1,584 -75%
TC
267
Trust Company
Kansas
$23.5K
BTI
268
Blue Trust Inc
Georgia
$22.5K
CFD
269
Creative Financial Designs
Indiana
$22.2K
KFI
270
Key Financial Inc
Pennsylvania
$22.2K
MWM
271
Mascoma Wealth Management
New Hampshire
$20K
EWA
272
EverSource Wealth Advisors
Alabama
$19K
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$18.4K +$44 +1 +0.2%
TSMHT
274
Thurston Springer Miller Herd & Titak
Indiana
$17.5K +$17.5K +394 New
SSB
275
Sandy Spring Bank
Maryland
$15.9K +$15.9K +358 New