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Invesco S&P 500 High Dividend Low Volatility ETF

252 hedge funds and large institutions have $821M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+16
Holders Change %
+6.78%
% of All Funds
4.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
43
Increased
81
Reduced
77
Closed
23
Calls
$7.96M
Puts
$1.61M
Net Calls
+$6.35M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Shares
Change %
BFC
151
Bedel Financial Consulting
Indiana
$270K
WA
152
Wealth Alliance
New York
$269K +$269K +6,264 New
OAM
153
Oppenheimer Asset Management
New York
$267K
CG
154
Clarus Group
Texas
$255K +$255K +5,888 New
SFA
155
Sequoia Financial Advisors
Ohio
$251K +$251K +5,856 New
SI
156
Stephens Inc
Arkansas
$249K -$67.5K -1,574 -21%
Wolverine Trading
157
Wolverine Trading
Illinois
$248K +$248K +5,776 New
SWM
158
Spire Wealth Management
Virginia
$248K +$248K +5,794 New
EWA
159
EP Wealth Advisors
California
$247K -$52.3K -1,221 -17%
AC
160
AlphaCore Capital
California
$247K +$21.4K +498 +9%
IA
161
IFG Advisory
Georgia
$244K
HT
162
Heritage Trust
Oklahoma
$236K
SIAG
163
Safeguard Investment Advisory Group
California
$235K -$99.5K -2,324 -30%
RJT
164
Raymond James Trust
Florida
$234K -$81.2K -1,900 -26%
LNC
165
Lincoln National Corp
Pennsylvania
$230K -$35.1K -817 -13%
MWA
166
Meridian Wealth Advisors
Texas
$225K +$225K +5,250 New
LC
167
Lavaca Capital
Texas
$213K +$213K +4,958 New
CAAS
168
Capital Asset Advisory Services
Michigan
$210K +$137K +3,191 +188%
AFC
169
AFT Forsyth & Company
Florida
$206K +$206K +4,799 New
DA
170
Detalus Advisors
Missouri
$206K +$206K +4,812 New
Creative Planning
171
Creative Planning
Kansas
$203K +$203K +4,734 New
BFPW
172
BOK Financial Private Wealth
Colorado
$201K +$201K +4,687 New
RG
173
Retirement Group
California
$189K -$41.7K -972 -18%
PWM
174
Provident Wealth Management
Tennessee
$184K -$22.9K -534 -11%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$182K +$35.4K +826 +24%