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Invesco S&P 500 High Dividend Low Volatility ETF

252 hedge funds and large institutions have $821M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+16
Holders Change %
+6.78%
% of All Funds
4.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
43
Increased
81
Reduced
77
Closed
23
Calls
$7.96M
Puts
$1.61M
Net Calls
+$6.35M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
176
Advisornet Financial
Minnesota
$163K +$1.24K +29 +0.8%
GT
177
Glenmede Trust
Pennsylvania
$162K
AIM
178
Axiom Investment Management
New York
$149K +$123K +2,892 +476%
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$137K +$597 +14 +0.4%
Simplex Trading
180
Simplex Trading
Illinois
$133K +$133K +3,107 New
PCG
181
Private Capital Group
Connecticut
$119K
WAP
182
Wealthcare Advisory Partners
Pennsylvania
$119K +$119K +2,771 New
SFSIG
183
San Francisco Sentry Investment Group
California
$118K +$1.37K +32 +1%
JFGIW
184
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$115K +$115K +2,679 New
IA
185
IFP Advisors
Florida
$112K +$60.4K +1,400 +117%
William Blair & Company
186
William Blair & Company
Illinois
$108K +$257 +6 +0.2%
AWA
187
Arkadios Wealth Advisors
Georgia
$103K -$73.4K -1,728 -42%
HFS
188
HBC Financial Services
Washington
$100K
US Bancorp
189
US Bancorp
Minnesota
$100K -$40.2K -937 -29%
SFP
190
Sterling Financial Planning
New Jersey
$97K +$5.08K +118 +6%
MWM
191
Mascoma Wealth Management
New Hampshire
$93K +$93K +2,160 New
CWM
192
Consultiva Wealth Management
Puerto Rico
$88K
TLFA
193
True Link Financial Advisors
California
$86K
CFA
194
Carroll Financial Associates
North Carolina
$75K
CA
195
Clearstead Advisors
Ohio
$73K
AIC
196
Ameritas Investment Company
Nebraska
$71.7K +$71.7K +1,672 New
OIA
197
Optimum Investment Advisors
Illinois
$71K +$21.3K +500 +43%
CWM
198
Cedar Wealth Management
California
$69K
PVH
199
Psagot Value Holdings
Israel
$67K -$11.6K -270 -15%
SFS
200
Sowell Financial Services
Arkansas
$66K -$7.23K -158 -10%