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Invesco S&P 500 High Dividend Low Volatility ETF

315 hedge funds and large institutions have $1.09B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 129 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-17
Holders Change %
-5.12%
% of All Funds
4.97%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
26
Increased
89
Reduced
129
Closed
39
Calls
$3.81M
Puts
$1.59M
Net Calls
+$2.23M
Net Calls Change
-$2.46M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
301
Baystate Wealth Management
Massachusetts
$6.07K
S
302
SignatureFD
Georgia
$5.6K
AWM
303
AllSquare Wealth Management
New York
$4.64K
BAAM
304
Baker Avenue Asset Management
California
$4.38K
FFA
305
Fairfield Financial Advisors
Massachusetts
$4.19K +$41 +1 +1%
BCMLT
306
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.14K -$414 -10 -9%
AW
307
Avion Wealth
Texas
$4K
AAP
308
Arax Advisory Partners
Colorado
$3.02K -$6.53K -158 -68%
CCM
309
Chilton Capital Management
Texas
$2.44K +$2.44K +59 New
NC
310
NewSquare Capital
Pennsylvania
$2.36K -$29.7K -719 -93%
MHR
311
Matthew Hamilton Rosenberg
$786
HCM
312
Hollencrest Capital Management
California
$124
LWANC
313
Laurel Wealth Advisors (North Carolina)
North Carolina
$83
MIM
314
Macroview Investment Management
Maryland
$83 +$83 +2 New
NWM
315
NEIRG Wealth Management
Massachusetts
-$8.1M -191,998 Closed
CPA
316
Capital Planning Advisors
California
-$5.63M -133,422 Closed
P
317
Palladiem
Pennsylvania
-$5.15M -121,942 Closed
EWA
318
EP Wealth Advisors
California
-$31.5M -91,267 Closed
LMIM
319
Lockheed Martin Investment Management
Maryland
-$3.8M -90,000 Closed
AFP
320
Ausdal Financial Partners
Iowa
-$2.72M -64,401 Closed
Millennium Management
321
Millennium Management
New York
-$1.14M -27,078 Closed
GSEP
322
Golden State Equity Partners
California
-$1.04M -24,664 Closed
BAM
323
Belpointe Asset Management
Nevada
-$996K -23,588 Closed
LFGH
324
Lee Financial Group Hawaii
Hawaii
-$982K -23,268 Closed
IDA
325
Intelligence Driven Advisers
California
-$950K -22,512 Closed