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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.

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 %
SA
26
Shilanski & Associates
Alaska
$8.48M +$8.48M +205,105 New
BCM
27
Brookstone Capital Management
Illinois
$8.36M -$1.19M -28,745 -12%
IA
28
IFG Advisory
Georgia
$8.17M +$97.5K +2,358 +1%
DK
29
David Kennon
Florida
$7.99M +$106K +2,564 +1%
TA
30
TrueWealth Advisors
Alabama
$7.1M -$6.19M -149,683 -47%
KFGK
31
Keystone Financial Group (Kentucky)
Kentucky
$6.91M +$6.91M +167,198 New
PAG
32
Private Advisor Group
New Jersey
$6.91M -$12.2M -294,820 -64%
LS
33
Leelyn Smith
Illinois
$6.54M -$238K -5,759 -4%
Truist Financial
34
Truist Financial
North Carolina
$6.41M -$13.9M -335,244 -68%
GB
35
Gunma Bank
Japan
$6.41M +$827K +20,000 +15%
WA
36
Waverly Advisors
Alabama
$6.09M +$492K +11,891 +9%
CAN
37
Cetera Advisor Networks
California
$6.01M -$1.39M -33,622 -19%
FIS
38
Fischer Investment Strategies
California
$5.98M +$5.98M +144,729 New
CA
39
Cetera Advisors
Colorado
$5.8M -$963K -23,281 -14%
NCM
40
Northside Capital Management
Oregon
$5.49M
Citadel Advisors
41
Citadel Advisors
Florida
$5.49M +$2.76M +66,649 +101%
Jane Street
42
Jane Street
New York
$5.42M +$3.3M +79,764 +156%
AWM
43
AE Wealth Management
Kansas
$5.36M +$276K +6,678 +5%
FC
44
Fusion Capital
South Carolina
$5.1M +$66.7K +1,612 +1%
GWM
45
Geneos Wealth Management
Colorado
$4.97M +$388K +9,382 +8%
RFS
46
Retirement Financial Solutions
Tennessee
$4.87M +$370K +8,952 +8%
NA
47
NewEdge Advisors
Louisiana
$4.41M +$1.46M +35,380 +50%
AI
48
Atria Investments
North Carolina
$4.37M -$874K -21,132 -17%
Stifel Financial
49
Stifel Financial
Missouri
$4.36M -$2.96M -71,663 -40%
SS
50
Simplicity Solutions
Minnesota
$4.29M -$178K -4,293 -4%