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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 %
SHFP
151
Second Half Financial Partners
Florida
$394K +$10K +225 +3%
CGA
152
Crescent Grove Advisors
Illinois
$390K
HGERS
153
Householder Group Estate & Retirement Specialist
Arizona
$379K +$46.6K +1,050 +14%
Creative Planning
154
Creative Planning
Kansas
$377K +$146K +3,285 +63%
JWCA
155
J.W. Cole Advisors
Florida
$377K -$376K -8,456 -50%
RIA
156
Realta Investment Advisors
Delaware
$375K -$12.4K -280 -3%
SC
157
Sykon Capital
New York
$369K -$11.5K -258 -3%
Cerity Partners
158
Cerity Partners
New York
$346K
JPLA
159
Joseph P. Lucia & Associates
New York
$345K -$23.3K -525 -6%
ES
160
Eagle Strategies
New York
$338K +$338K +7,607 New
IA
161
IFG Advisory
Georgia
$334K +$334K +7,525 New
CIA
162
Concurrent Investment Advisors
Florida
$334K +$39.1K +881 +13%
LFAS
163
Level Four Advisory Services
Texas
$330K +$17.4K +391 +6%
BLC
164
Brown, Lisle/Cummings
Rhode Island
$329K
KA
165
Kovack Advisors
Florida
$327K +$327K +7,362 New
HH
166
Hilltop Holdings
Texas
$319K -$764K -17,195 -71%
WA
167
Wealth Alliance
New York
$317K +$2.89K +65 +0.9%
GAA
168
Guardian Asset Advisors
Pennsylvania
$315K -$3.95K -89 -1%
Citigroup
169
Citigroup
New York
$314K -$3.07M -69,067 -91%
WC
170
Waterloo Capital
Texas
$313K -$65.4K -1,472 -17%
BCI
171
Brinker Capital Investments
Pennsylvania
$310K -$3.07K -69 -1%
OPS
172
Orion Portfolio Solutions
Nebraska
$310K -$3.07K -69 -1%
BRWA
173
B. Riley Wealth Advisors
Florida
$308K -$69K -1,553 -18%
Baird Financial Group
174
Baird Financial Group
Wisconsin
$308K -$69.4K -1,563 -18%
D.E. Shaw & Co
175
D.E. Shaw & Co
New York
$306K -$625K -14,060 -67%