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Invesco S&P 500 High Dividend Low Volatility ETF

264 hedge funds and large institutions have $775M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 64 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-4
Holders Change %
-1.49%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
33
Increased
103
Reduced
64
Closed
33
Calls
$3.85M
Puts
$1.45M
Net Calls
+$2.4M
Net Calls Change
-$4.58M
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
176
United Capital Financial Advisors
Texas
$201K +$201K +4,744 New
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$196K -$45.8K -1,078 -19%
GRP
178
Global Retirement Partners
California
$164K
GT
179
Glenmede Trust
Pennsylvania
$160K
NFG
180
Next Financial Group
Texas
$156K -$3.01K -71 -2%
RG
181
Retirement Group
California
$152K -$5.13K -121 -3%
TFA
182
Toth Financial Advisory
Virginia
$152K +$152K +3,600 New
PWM
183
Provident Wealth Management
Tennessee
$150K -$5.42K -128 -3%
Koshinski Asset Management
184
Koshinski Asset Management
Illinois
$131K +$131K +3,104 New
IA
185
IFP Advisors
Florida
$129K +$2.75K +64 +2%
PCG
186
Private Capital Group
Connecticut
$124K +$6.4K +151 +5%
William Blair & Company
187
William Blair & Company
Illinois
$120K +$212 +5 +0.2%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$117K +$55.9K +1,325 +91%
CWM
189
Consultiva Wealth Management
Puerto Rico
$116K +$116K +2,740 New
JFGIW
190
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K
EWM
191
EPG Wealth Management
Georgia
$103K +$103K +2,428 New
HFS
192
HBC Financial Services
Washington
$99K
SFP
193
Sterling Financial Planning
New Jersey
$95K
SWM
194
Sugarloaf Wealth Management
Georgia
$91K
TLFA
195
True Link Financial Advisors
California
$85K
CA
196
Clearstead Advisors
Ohio
$72K
Simplex Trading
197
Simplex Trading
Illinois
$72K +$7.28K +165 +11%
OIA
198
Optimum Investment Advisors
Illinois
$70K
TFGT
199
TS Financial Group (TSFG)
Illinois
$69K -$10.4K -246 -13%
CWM
200
Cedar Wealth Management
California
$68K