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Invesco S&P 500 High Dividend Low Volatility ETF

289 hedge funds and large institutions have $851M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 80 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+25
Holders Change %
+9.47%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
53
Increased
80
Reduced
95
Closed
21
Calls
$5.11M
Puts
$1.22M
Net Calls
+$3.89M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
176
Raymond James Trust
Florida
$248K
MAM
177
McLean Asset Management
Virginia
$247K +$247K +5,357 New
MWA
178
Meridian Wealth Advisors
Texas
$238K
IWC
179
Integrated Wealth Concepts
Massachusetts
$238K +$18.7K +413 +9%
CAWM
180
Capital Advisors Wealth Management
Washington
$237K -$2.85K -63 -1%
NCM
181
NCM Capital Management
New Jersey
$235K +$235K +5,200 New
ASN
182
Advisory Services Network
Georgia
$231K +$90 +2 +0%
GI
183
Gradient Investments
Minnesota
$230K +$230K +5,090 New
AFC
184
AFT Forsyth & Company
Florida
$227K -$1.54K -34 -0.7%
LA
185
Latitude Advisors
Florida
$226K
MOS
186
MGO One Seven
Ohio
$226K +$8.33K +184 +4%
FF
187
Friedenthal Financial
New Jersey
$224K
LC
188
Lavaca Capital
Texas
$224K
PG
189
Patten Group
Tennessee
$224K +$224K +4,951 New
SIAG
190
Safeguard Investment Advisory Group
California
$223K -$1.31K -29 -0.6%
FTUS
191
Flow Traders U.S.
New York
$216K -$66.8K -1,478 -24%
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$216K -$45.5K -1,011 -17%
UCFA
193
United Capital Financial Advisors
Texas
$215K
BFPW
194
BOK Financial Private Wealth
Colorado
$212K +$212K +4,687 New
YIH
195
Y-Intercept (HK)
Hong Kong
$203K +$203K +4,492 New
Northern Trust
196
Northern Trust
Illinois
$201K +$201K +4,438 New
HI
197
Harbour Investments
Wisconsin
$198K -$5.6M -123,848 -97%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$180K -$29.4K -648 -14%
GT
199
Glenmede Trust
Pennsylvania
$171K
NFG
200
Next Financial Group
Texas
$166K