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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 %
FTUS
151
Flow Traders U.S.
New York
$470K -$1.74K -42 -0.4%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$467K -$182K -4,399 -28%
FI
153
Financial Insights
Washington
$466K -$14.5K -350 -3%
FAIM
154
Financial Advocates Investment Management
Washington
$462K +$28.7K +695 +7%
RDIA
155
RE Dickinson Investment Advisors
Iowa
$456K
NFC
156
Northeast Financial Consultants
Connecticut
$449K +$449K +10,869 New
CFP
157
Curran Financial Partners
South Carolina
$433K -$12.1K -292 -3%
NCM
158
NCM Capital Management
New Jersey
$431K +$153K +3,712 +55%
CS
159
Credit Suisse
Switzerland
$427K -$7.03K -170 -2%
LNC
160
Lincoln National Corp
Pennsylvania
$426K +$209K +5,050 +96%
SS
161
Sunbelt Securities
Texas
$425K -$248 -6 -0.1%
CA
162
Calton & Associates
Florida
$407K +$28.4K +688 +8%
FFA
163
Farther Finance Advisors
California
$395K -$33.2K -804 -8%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$392K
SEIA
165
Signature Estate & Investment Advisors
California
$390K
SW
166
SteelPeak Wealth
California
$384K -$15.3K -369 -4%
CAWM
167
Capital Advisors Wealth Management
Washington
$383K -$1.93M -46,602 -83%
OIM
168
Orca Investment Management
Oregon
$381K -$6.82K -165 -2%
BRWA
169
B. Riley Wealth Advisors
Florida
$373K -$9.18K -222 -2%
KIG
170
Kowal Investment Group
Wisconsin
$370K +$370K +8,943 New
SHFP
171
Second Half Financial Partners
Florida
$369K +$26.8K +649 +8%
GLA
172
Good Life Advisors
Pennsylvania
$365K +$365K +8,816 New
Cerity Partners
173
Cerity Partners
New York
$363K +$496 +12 +0.1%
NFG
174
Nations Financial Group
Iowa
$357K -$13.4K -325 -4%
CRI
175
Colonial River Investments
Virginia
$356K -$21K -507 -6%