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Invesco S&P 500 High Dividend Low Volatility ETF

312 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+5
Holders Change %
+1.63%
% of All Funds
4.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
48
Increased
89
Reduced
118
Closed
38
Calls
$3.75M
Puts
$958K
Net Calls
+$2.8M
Net Calls Change
+$3.23M
Name Holding Trade Value Shares
Change
Shares
Change %
RDIA
151
RE Dickinson Investment Advisors
Iowa
$447K -$29.7K -700 -6%
NCM
152
NCM Capital Management
New Jersey
$442K +$157K +3,712 +55%
RIA
153
Realta Investment Advisors
Delaware
$439K -$279K -6,587 -39%
CS
154
Credit Suisse
Switzerland
$438K
MMPW
155
Mitchell McLeod Pugh & Williams
Alabama
$436K
SS
156
Sunbelt Securities
Texas
$436K +$42 +1 +0%
NS
157
NBC Securities
Alabama
$435K -$27.8K -656 -6%
AA
158
Advisory Alpha
Michigan
$431K -$17.5K -413 -4%
SPIA
159
Steward Partners Investment Advisory
New York
$426K -$33.1K -780 -7%
JPLA
160
Joseph P. Lucia & Associates
New York
$425K -$76.1K -1,795 -15%
AAS
161
Ameritas Advisory Services
Nebraska
$407K -$46.5K -1,109 -10%
FI
162
Financial Insights
Washington
$404K -$57.3K -1,350 -12%
SEIA
163
Signature Estate & Investment Advisors
California
$400K
PEA
164
Park Edge Advisors
Ohio
$399K +$399K +9,397 New
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$389K -$219K -5,178 -36%
OPS
166
Orion Portfolio Solutions
Nebraska
$382K +$81.3K +1,877 +27%
BCI
167
Brinker Capital Investments
Pennsylvania
$382K +$81.3K +1,877 +27%
Envestnet Portfolio Solutions
168
Envestnet Portfolio Solutions
Illinois
$373K +$254 +6 +0.1%
NFSG
169
Newbridge Financial Services Group
Florida
$370K -$14.5K -343 -4%
IA
170
IFP Advisors
Florida
$362K +$52.2K +1,231 +17%
Baird Financial Group
171
Baird Financial Group
Wisconsin
$360K -$49.3K -1,162 -12%
CA
172
Calton & Associates
Florida
$357K +$357K +8,424 New
SHFP
173
Second Half Financial Partners
Florida
$349K
CGA
174
Crescent Grove Advisors
Illinois
$347K -$375K -8,848 -52%
WC
175
Waterloo Capital
Texas
$345K +$345K +8,141 New