SPHD icon

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 %
PFA
326
Peak Financial Advisors
Colorado
-$836K -19,800 Closed
SAG
327
SageView Advisory Group
California
-$685K -16,220 Closed
Two Sigma Advisers
328
Two Sigma Advisers
New York
-$671K -15,900 Closed
SI
329
Saxon Interests
Texas
-$569K -13,487 Closed
SPL
330
Smart Portfolios LLC
Washington
-$548K -12,986 Closed
OCM
331
One Capital Management
California
-$481K -11,391 Closed
PCM
332
Prelude Capital Management
New York
-$464K -11,000 Closed
DWM
333
Destination Wealth Management
California
-$362K -8,581 Closed
PI
334
PFG Investments
New York
-$358K -8,489 Closed
LSPW
335
Lake Street Private Wealth
Illinois
-$345K -8,164 Closed
CG
336
Clarus Group
Texas
-$316K -7,494 Closed
CWG
337
Crown Wealth Group
North Carolina
-$311K -7,375 Closed
TI
338
Trexquant Investment
Connecticut
-$240K -5,687 Closed
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
-$233K -5,518 Closed
9WM
340
9258 Wealth Management
Ohio
-$219K -5,200 Closed
OPWM
341
Oxinas Partners Wealth Management
Indiana
-$219K -5,193 Closed
CAAS
342
Capital Asset Advisory Services
Michigan
-$212K -5,033 Closed
WAP
343
Wealthcare Advisory Partners
Pennsylvania
-$209K -4,950 Closed
HT
344
Heritage Trust
Oklahoma
-$204K -4,836 Closed
AA
345
AlphaQ Advisors
Florida
-$203K -4,800 Closed
AWM
346
Accel Wealth Management
Iowa
-$48.8K -1,157 Closed
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
-$39.5K -936 Closed
BTI
348
Blue Trust Inc
Georgia
-$25K -580 Closed
PGAM
349
Princeton Global Asset Management
New Jersey
-$22K -521 Closed
FMP
350
Financial Management Professionals
Texas
-$17K -404 Closed