SPHD icon

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 %
CFMC
126
Curbstone Financial Management Corp
New Hampshire
$604K
FPAS
127
Focus Partners Advisor Solutions
Missouri
$595K +$100K +2,251 +20%
AWM
128
Avior Wealth Management
Nebraska
$580K +$21.2K +480 +4%
HCP
129
Holt Capital Partners
Texas
$578K
EWM
130
EPG Wealth Management
Georgia
$557K -$552K -12,438 Closed
RW
131
RVW Wealth
California
$543K -$500K -11,253 -48%
PI
132
PFG Investments
New York
$533K +$23.4K +527 +5%
HWM
133
HB Wealth Management
Georgia
$518K +$666 +15 +0.1%
AAS
134
Ameritas Advisory Services
Nebraska
$516K +$6.49K +146 +1%
FAIM
135
Financial Advocates Investment Management
Washington
$509K -$7.07K -159 -1%
PCM
136
Prelude Capital Management
New York
$508K +$302K +6,796 +146%
CL
137
COWA LLC
Oklahoma
$506K +$49.6K +1,117 +11%
AFG
138
Atomi Financial Group
New York
$497K
SDAM
139
Shulman DeMeo Asset Management
New York
$494K -$33.7K -758 -6%
SS
140
Sunbelt Securities
Texas
$477K +$15.2K +343 +3%
Daiwa Securities Group
141
Daiwa Securities Group
Japan
$472K -$52K -1,170 -10%
RDIA
142
RE Dickinson Investment Advisors
Iowa
$468K
MMPW
143
Mitchell McLeod Pugh & Williams
Alabama
$457K
FTUS
144
Flow Traders U.S.
New York
$454K -$1.25M -28,152 -73%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$445K -$1.77M -39,773 -80%
FI
146
Financial Insights
Washington
$434K
NS
147
NBC Securities
Alabama
$429K -$11.7K -264 -3%
Envestnet Portfolio Solutions
148
Envestnet Portfolio Solutions
Illinois
$416K +$19.7K +444 +5%
EFS
149
Essex Financial Services
Connecticut
$413K -$5.27K -111 -1%
FFA
150
Farther Finance Advisors
California
$399K +$123K +2,781 +44%