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Invesco S&P 500 High Dividend Low Volatility ETF

355 hedge funds and large institutions have $1.93B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 124 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+22
Holders Change %
+6.61%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
56
Increased
124
Reduced
100
Closed
25
Calls
$2.3M
Puts
$923K
Net Calls
+$1.37M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
276
Sugarloaf Wealth Management
Georgia
$104K
CBT
277
Crews Bank & Trust
Florida
$101K +$101K +2,100 New
TFGT
278
TS Financial Group (TSFG)
Illinois
$97K
HFS
279
HBC Financial Services
Washington
$96K
IA
280
IFS Advisors
Kansas
$96K
OIA
281
Optimum Investment Advisors
Illinois
$89.5K
CWM
282
Cedar Wealth Management
California
$77.8K
BAM
283
Bellevue Asset Management
Washington
$76K +$290 +6 +0.4%
CAL
284
Capital Analysts LLC
Pennsylvania
$74K +$10.8K +223 +17%
NWWA
285
New Wave Wealth Advisors
Arkansas
$69.3K -$1.17M -24,148 -94%
CWM
286
Copia Wealth Management
Oregon
$68.9K +$68.9K +1,427 New
JFGIW
287
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68.5K
MWM
288
MGB Wealth Management
Texas
$68.5K -$338 -7 -0.5%
BlackRock
289
BlackRock
New York
$67.4K +$9.42K +195 +16%
GWANC
290
Guardian Wealth Advisors (North Carolina)
North Carolina
$66.4K
1L
291
10Elms LLP
Oklahoma
$65.8K +$65.8K +1,363 New
SIM
292
Synergy Investment Management
Florida
$60.8K +$60.8K +1,258 New
FP
293
Financial Perspectives
Minnesota
$59.2K
T
294
Tidemark
California
$58.3K
AWM
295
Atticus Wealth Management
Florida
$58.3K +$483 +10 +0.8%
MAS
296
MPWM Advisory Solutions
Georgia
$54.3K +$54.3K +1,123 New
FFWM
297
Future Financial Wealth Management
Ohio
$53.2K
HGERS
298
Householder Group Estate & Retirement Specialist
Arizona
$50K -$325K -6,767 -87%
CA
299
Clearstead Advisors
Ohio
$43.5K +$43.5K +900 New
Russell Investments Group
300
Russell Investments Group
United Kingdom
$37K