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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.

New
Increased
Maintained
Reduced
Closed
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 %
IAIM
101
International Assets Investment Management
Florida
$835K -$183K -4,124 -18%
FGA
102
Fortis Group Advisors
New Jersey
$828K -$866K -19,496 -51%
SPIA
103
Steward Partners Investment Advisory
New York
$782K +$23.7K +533 +3%
Tudor Investment Corp
104
Tudor Investment Corp
Connecticut
$773K +$773K +17,402 New
PTC
105
Private Trust Company
Ohio
$757K -$8.89K -200 -1%
SWA
106
SFMG Wealth Advisors
Texas
$756K
FTS
107
Fifth Third Securities
Ohio
$753K +$5.38K +121 +0.7%
HAS
108
HBW Advisory Services
California
$747K -$19.9K -448 -3%
WWM
109
Western Wealth Management
Colorado
$744K +$37.5K +845 +5%
Goldman Sachs
110
Goldman Sachs
New York
$742K +$376K +8,461 +103%
LA
111
Lifeworks Advisors
Michigan
$735K
IFA
112
Interactive Financial Advisors
Illinois
$734K -$8.35K -188 -1%
SW
113
Simplicity Wealth
New Jersey
$733K -$358K -8,063 -33%
BFG
114
Bleakley Financial Group
New Jersey
$733K
CFP
115
Curran Financial Partners
South Carolina
$728K +$42.2K +949 +6%
GIA
116
Gladstone Institutional Advisory
Florida
$712K -$28.1K -633 -4%
CWM
117
Cornerstone Wealth Management
Missouri
$693K -$16.9K -380 -2%
Prudential Financial
118
Prudential Financial
New Jersey
$682K -$72.6K -1,633 -10%
TA
119
TrueWealth Advisors
Alabama
$677K -$166K -3,735 -20%
PFS
120
Prospera Financial Services
Texas
$674K -$79.8K -1,796 -11%
IA
121
IAM Advisory
Pennsylvania
$666K +$7.15K +161 +1%
QWM
122
Quadcap Wealth Management
Texas
$661K
GRP
123
Global Retirement Partners
California
$630K -$338K -7,615 -35%
WANY
124
Wealthspire Advisors (New York)
New York
$619K +$619K +13,928 New
TAM
125
Tocqueville Asset Management
New York
$616K +$2.09K +47 +0.3%