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Invesco S&P 500 High Dividend Low Volatility ETF

248 hedge funds and large institutions have $770M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 91 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-28
Holders Change %
-10.14%
% of All Funds
5.48%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.09%
New
34
Increased
83
Reduced
91
Closed
58
Calls
$1.17M
Puts
$1.41M
Net Calls
-$232K
Net Calls Change
-$7.24M
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
176
Benjamin F. Edwards & Company
Missouri
$141K -$120K -4,014 -46%
GRP
177
Global Retirement Partners
California
$141K
OIA
178
Optimum Investment Advisors
Illinois
$141K +$780 +26 +0.6%
BWM
179
Baystate Wealth Management
Massachusetts
$124K -$1.41M -46,941 -92%
SFSIG
180
San Francisco Sentry Investment Group
California
$97K +$867 +29 +0.9%
AA
181
Advisory Alpha
Michigan
$92.6K
AC
182
AlphaCore Capital
California
$87K -$2.82M -94,557 -97%
FCA
183
FinTrust Capital Advisors
South Carolina
$82K +$25.3K +845 +45%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$75K +$75K +2,500 New
SWM
185
Sugarloaf Wealth Management
Georgia
$65K
HFS
186
HBC Financial Services
Washington
$65K
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$64K
FHA
188
Flagship Harbor Advisors
Massachusetts
$59K -$45.1K -1,510 -43%
AAP
189
Arax Advisory Partners
Colorado
$53K -$238 -8 -0.4%
SFS
190
Sowell Financial Services
Arkansas
$52K -$308K -10,262 -86%
CA
191
Clearstead Advisors
Ohio
$51K -$297K -9,925 -85%
CAAS
192
Capital Asset Advisory Services
Michigan
$51K +$49.3K +1,638 +2,874%
CWM
193
Cedar Wealth Management
California
$48K +$48K +1,610 New
SMFS
194
Squar Milner Financial Services
California
$47K
TFS
195
TrustCore Financial Services
Tennessee
$40K
LWANC
196
Laurel Wealth Advisors (North Carolina)
North Carolina
$38K
VCS
197
Vaughan & Co Securities
New Jersey
$38K
FP
198
Financial Perspectives
Minnesota
$36.8K
SWA
199
Sutton Wealth Advisors
Florida
$35.4K
CFA
200
Carroll Financial Associates
North Carolina
$35K