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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 %
PVH
276
Psagot Value Holdings
Israel
$13K -$78K -1,819 -86%
SIS
277
Strategic Investment Solutions
Illinois
$12.7K -$789K -18,600 -98%
VNA
278
Valley National Advisers
Pennsylvania
$12K +$168 +4 +1%
CHC
279
City Holding Co
West Virginia
$11.4K +$3.01K +71 +36%
AA
280
Ancora Advisors
Ohio
$11.4K +$11.4K +268 New
AssetMark Inc
281
AssetMark Inc
California
$11K +$10.3K +242 +1,424%
AIP
282
Ameritas Investment Partners
Nebraska
$10.8K
PP
283
Pacifica Partners
Canada
$10.3K
CAS
284
Coppell Advisory Solutions
Texas
$9.97K +$9.97K +235 New
PCWA
285
Pacific Capital Wealth Advisors
California
$9.84K +$9.84K +232 New
MRCM
286
M&R Capital Management
New Jersey
$9.63K
BWP
287
Baldwin Wealth Partners
Massachusetts
$9.29K +$9.29K +219 New
CFO
288
CVA Family Office
Colorado
$8.48K +$8.48K +200 New
AFWM
289
Abich Financial Wealth Management
Virginia
$7.21K +$7.21K +170 New
GCM
290
Gables Capital Management
Florida
$7.04K
TAM
291
Townsend Asset Management
North Carolina
$6.36K
BWM
292
Baystate Wealth Management
Massachusetts
$6.28K +$42 +1 +0.7%
GWS
293
Glassman Wealth Services
Virginia
$5.09K +$85 +2 +2%
AWM
294
AllSquare Wealth Management
New York
$5K
FFA
295
Fairfield Financial Advisors
Massachusetts
$4.4K +$85 +2 +2%
AW
296
Avion Wealth
Texas
$4K
FMTCOCP
297
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K +$4K +100 New
MFT
298
Moisand Fitzgerald Tamayo
Florida
$3.95K -$1.27K -30 -24%
BCMLT
299
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.92K
CCM
300
Chilton Capital Management
Texas
$2.5K