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Invesco S&P 500 High Dividend Low Volatility ETF

302 hedge funds and large institutions have $977M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 114 reducing their positions, and 29 closing their positions.

Holders
302
Holders Change
-7
Holders Change %
-2.27%
% of All Funds
4.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
92
Reduced
114
Closed
29
Calls
$3.14M
Puts
$333K
Net Calls
+$2.81M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$7.26M -$1.86M -41,847 -20%
XF
27
XML Financial
Maryland
$7.17M +$343K +7,728 +5%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$7M -$40.6K -913 -0.6%
LS
29
Leelyn Smith
Illinois
$6.84M -$53.5K -1,205 -0.8%
RFS
30
Retirement Financial Solutions
Tennessee
$6.32M +$357K +8,030 +6%
NCM
31
Northside Capital Management
Oregon
$5.9M
Stifel Financial
32
Stifel Financial
Missouri
$5.45M +$649K +14,608 +14%
PAG
33
Private Advisor Group
New Jersey
$5.23M -$747K -16,808 -12%
Citadel Advisors
34
Citadel Advisors
Florida
$5.21M -$2.56M -57,700 -33%
NA
35
NewEdge Advisors
Louisiana
$5.19M -$158K -3,545 -3%
FC
36
Fusion Capital
South Carolina
$5.02M -$129K -2,905 -3%
PG
37
Prostatis Group
Maryland
$4.63M +$865K +19,476 +23%
DS
38
DRW Securities
Illinois
$4.45M +$4.45M +100,330 New
Truist Financial
39
Truist Financial
North Carolina
$4.11M -$479K -10,787 -10%
CIAS
40
Capital Investment Advisory Services
North Carolina
$3.99M +$115K +2,599 +3%
GWM
41
Geneos Wealth Management
Colorado
$3.94M -$70.2K -1,579 -2%
SA
42
Sanctuary Advisors
Indiana
$3.73M +$3.73M +86,314 New
OC
43
Oppenheimer & Co
New York
$3.51M +$35.5K +800 +1%
DAS
44
Dynamic Advisor Solutions
Arizona
$3.49M +$715K +16,090 +26%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$3.24M -$300K -6,762 -8%
AWS
46
Atria Wealth Solutions
New York
$3.22M -$12.7M -286,334 -80%
DK
47
David Kennon
Florida
$3.21M -$83.7K -1,883 -3%
MML Investors Services
48
MML Investors Services
Massachusetts
$3.16M +$273K +6,154 +9%
VVP
49
Venture Visionary Partners
Ohio
$3.07M +$92.5K +2,082 +3%
AI
50
Atria Investments
North Carolina
$3.02M -$54K -1,216 -2%