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Invesco S&P 500 High Dividend Low Volatility ETF

333 hedge funds and large institutions have $1.15B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+31
Holders Change %
+10.26%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
55
Increased
114
Reduced
94
Closed
22
Calls
$4.4M
Puts
$723K
Net Calls
+$3.68M
Net Calls Change
+$869K
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$3.61M +$10.4K +206 +0.3%
DK
52
David Kennon
Florida
$3.6M -$52.4K -1,036 -1%
AWA
53
Arete Wealth Advisors
Illinois
$3.38M +$132K +2,611 +4%
Mariner
54
Mariner
Kansas
$3.32M +$364K +7,196 +12%
DWA
55
Delos Wealth Advisors
Texas
$3.27M +$231K +4,562 +8%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$3.27M -$92.9K -1,834 -3%
CPC
57
Cookson Peirce & Co
Pennsylvania
$3.18M -$148K -2,930 -4%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$3.16M +$1.37M +27,138 +76%
KAS
59
Kestra Advisory Services
Texas
$3.1M -$46.2K -914 -1%
LA
60
LM Advisors
California
$2.96M -$111K -2,186 -4%
PWMG
61
Pinnacle Wealth Management Group
Michigan
$2.86M +$2.86M +56,502 New
CW
62
CreativeOne Wealth
Kansas
$2.84M +$38K +752 +1%
Invesco
63
Invesco
Georgia
$2.81M -$396K -7,835 -12%
DADC
64
D.A. Davidson & Co
Montana
$2.76M -$80.2K -1,586 -3%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$2.53M +$2.02M +39,967 +399%
LMKC
66
L.M. Kohn & Company
Ohio
$2.46M +$1.47M +28,975 +148%
KIG
67
Kowal Investment Group
Wisconsin
$2.4M -$71.4K -1,412 -3%
TWP
68
Tyche Wealth Partners
Texas
$2.38M +$1.06K +21 +0%
KIM
69
Kestra Investment Management
Texas
$2.16M +$2.16M +42,750 New
Pathstone Holdings
70
Pathstone Holdings
New Jersey
$2.16M
FCA
71
FinTrust Capital Advisors
South Carolina
$2.13M +$70.5K +1,395 +3%
AAS
72
Avantax Advisory Services
Texas
$2.08M +$38.3K +758 +2%
OAS
73
Optivise Advisory Services
Tennessee
$2M +$2M +39,546 New
CAS
74
Coppell Advisory Solutions
Texas
$1.89M +$1.85M +36,801 +6,013%
SWP
75
Stratos Wealth Partners
Ohio
$1.87M +$868K +17,169 +87%