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Invesco S&P 500 High Dividend Low Volatility ETF

239 hedge funds and large institutions have $720M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
29
Increased
63
Reduced
104
Closed
37
Calls
$1.67M
Puts
$1.11M
Net Calls
+$559K
Net Calls Change
+$791K
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
176
Private Capital Group
Connecticut
$76K +$48.1K +1,466 +172%
BWM
177
Baystate Wealth Management
Massachusetts
$71K -$64.5K -1,971 -48%
SWM
178
Sugarloaf Wealth Management
Georgia
$71K
CG
179
Cutler Group
California
$65K -$988K -30,400 -94%
SFS
180
Sowell Financial Services
Arkansas
$65K +$8.08K +246 +14%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$64K
CAAS
182
Capital Asset Advisory Services
Michigan
$60K +$387 +11 +0.6%
CA
183
Clearstead Advisors
Ohio
$56K
CFA
184
Carroll Financial Associates
North Carolina
$56K +$18K +554 +47%
CWM
185
Cedar Wealth Management
California
$53K
BFEC
186
Benjamin F. Edwards & Company
Missouri
$50K -$106K -3,196 -68%
PVH
187
Psagot Value Holdings
Israel
$45K -$249K -7,540 -85%
TFS
188
TrustCore Financial Services
Tennessee
$44K
OPS
189
Orion Portfolio Solutions
Nebraska
$41K -$4.59M -137,886 -99%
FP
190
Financial Perspectives
Minnesota
$40.4K
IA
191
IFP Advisors
Florida
$40K +$25.1K +777 +168%
SWA
192
Sutton Wealth Advisors
Florida
$38.8K
FHA
193
Flagship Harbor Advisors
Massachusetts
$34K -$29.6K -920 -47%
GWMIA
194
Global Wealth Management Investment Advisory
Florida
$32K +$3.3K +100 +11%
PA
195
Procyon Advisors
Connecticut
$30K
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$29K
BAM
197
Bellevue Asset Management
Washington
$27K
CFO
198
CVA Family Office
Colorado
$27K
TAM
199
Townsend Asset Management
North Carolina
$26K -$5.31K -159 -17%
BWL
200
Bogart Wealth LLC
Virginia
$24K +$355 +11 +2%