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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.

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 %
Creative Planning
126
Creative Planning
Kansas
$653K +$20.6K +497 +3%
IA
127
IAM Advisory
Pennsylvania
$642K -$64.3K -1,556 -9%
LI
128
LMCG Investments
Massachusetts
$641K +$113K +2,727 +21%
TAM
129
Tocqueville Asset Management
New York
$637K -$8.68K -210 -1%
Mitsubishi UFJ Asset Management
130
Mitsubishi UFJ Asset Management
Japan
$624K -$141K -3,400 -18%
HCP
131
Holt Capital Partners
Texas
$620K
SIM
132
Stratos Investment Management
Ohio
$608K +$95K +2,297 +19%
EFS
133
Essex Financial Services
Connecticut
$598K -$180K -4,346 -23%
PWM
134
Peterson Wealth Management
Nevada
$595K -$80.8K -1,954 -12%
AWM
135
Apollon Wealth Management
South Carolina
$587K +$587K +14,203 New
CFMC
136
Curbstone Financial Management Corp
New Hampshire
$575K -$82.7K -2,000 -13%
IF
137
Intrua Financial
Texas
$573K +$22.2K +536 +4%
EWM
138
EPG Wealth Management
Georgia
$564K +$5.54K +134 +1%
JPLA
139
Joseph P. Lucia & Associates
New York
$532K -$4.34K -105 -0.8%
IA
140
IFP Advisors
Florida
$522K -$144K -3,472 -22%
CFO
141
Collective Family Office
Pennsylvania
$521K +$86.8K +2,100 +20%
AWA
142
Alta Wealth Advisors
Massachusetts
$521K
SDAM
143
Shulman DeMeo Asset Management
New York
$515K -$3.8K -92 -0.7%
Daiwa Securities Group
144
Daiwa Securities Group
Japan
$500K
Lazard Asset Management
145
Lazard Asset Management
New York
$490K
HWM
146
HB Wealth Management
Georgia
$480K -$455 -11 -0.1%
AA
147
Advisory Alpha
Michigan
$479K +$30.8K +745 +7%
CSPIA
148
Cary Street Partners Investment Advisory
Virginia
$476K -$22.2K -537 -4%
JPMPWA
149
J.P. Morgan Private Wealth Advisors
California
$476K +$71.4K +1,726 +18%
SPIA
150
Steward Partners Investment Advisory
New York
$472K -$93.7K -2,265 -17%