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Invesco S&P 500 High Dividend Low Volatility ETF

333 hedge funds and large institutions have $1.15B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+31
Holders Change %
+10.26%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
55
Increased
114
Reduced
94
Closed
22
Calls
$4.4M
Puts
$723K
Net Calls
+$3.68M
Net Calls Change
+$869K
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
251
Capital Advisors Ltd
Ohio
$181K -$59.7K -1,179 -25%
ACA
252
Aptus Capital Advisors
Alabama
$179K
GWSG
253
GPS Wealth Strategies Group
Colorado
$162K
OW
254
Olistico Wealth
Oklahoma
$161K -$161K -3,179 -50%
William Blair & Company
255
William Blair & Company
Illinois
$153K +$202 +4 +0.1%
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$138K
CWM
257
Consultiva Wealth Management
Puerto Rico
$130K
CFGS
258
Concourse Financial Group Securities
Alabama
$128K
RFA
259
Register Financial Advisors
Georgia
$126K
US Bancorp
260
US Bancorp
Minnesota
$121K -$1.01K -20 -0.8%
PS
261
Principal Securities
Iowa
$120K +$354 +7 +0.3%
AF
262
Advisornet Financial
Minnesota
$115K
PWM
263
Provident Wealth Management
Tennessee
$113K
SWM
264
Sugarloaf Wealth Management
Georgia
$109K
FPFS
265
First Personal Financial Services
North Carolina
$108K -$183K -3,621 -63%
TFGT
266
TS Financial Group (TSFG)
Illinois
$101K
IA
267
IFS Advisors
Kansas
$100K -$5.21K -103 -5%
HFS
268
HBC Financial Services
Washington
$99K
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
$95.2K +$95.2K +1,883 New
OIA
270
Optimum Investment Advisors
Illinois
$93.7K
IA
271
IFP Advisors
Florida
$92.9K -$7.18K -142 -7%
CWM
272
Cedar Wealth Management
California
$81.4K
BAM
273
Bellevue Asset Management
Washington
$79.2K +$354 +7 +0.4%
MWM
274
MGB Wealth Management
Texas
$72K
JFGIW
275
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71.2K