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Invesco S&P 500 High Dividend Low Volatility ETF

290 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 116 increasing their positions, 60 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.59%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.13%
New
46
Increased
116
Reduced
60
Closed
42
Calls
$6.35M
Puts
$1.44M
Net Calls
+$4.91M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
176
Gradient Investments
Minnesota
$284K +$43.9K +930 +18%
Lido Advisors
177
Lido Advisors
California
$281K -$102K -2,165 -27%
FA
178
Fermata Advisors
California
$278K
CT
179
Cambridge Trust
Massachusetts
$276K +$276K +5,856 New
PG
180
Patten Group
Tennessee
$275K +$41.1K +870 +18%
FFA
181
First Foundation Advisors
California
$274K
SWM
182
Spire Wealth Management
Virginia
$273K +$993 +21 +0.4%
EWA
183
EP Wealth Advisors
California
$272K
SWM
184
SeaCrest Wealth Management
New York
$268K -$105K -2,228 -28%
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$266K +$40K +848 +18%
OAM
186
Oppenheimer Asset Management
New York
$265K -$4.35K -92 -2%
CAL
187
Capital Advisors Ltd
Ohio
$261K
HT
188
Heritage Trust
Oklahoma
$260K
STB
189
S&T Bank
Pennsylvania
$259K
VAS
190
Vestmark Advisory Solutions
Massachusetts
$259K
RJT
191
Raymond James Trust
Florida
$259K
US Bancorp
192
US Bancorp
Minnesota
$257K -$32.6K -691 -11%
CAAS
193
Capital Asset Advisory Services
Michigan
$253K -$11.7K -247 -4%
MAM
194
McLean Asset Management
Virginia
$253K
MWA
195
Meridian Wealth Advisors
Texas
$248K
ASN
196
Advisory Services Network
Georgia
$247K +$5.95K +126 +2%
TW
197
Transform Wealth
Colorado
$243K +$243K +5,140 New
AAS
198
Ameritas Advisory Services
Nebraska
$237K -$29.8K -633 -11%
AFC
199
AFT Forsyth & Company
Florida
$237K +$472 +10 +0.2%
DC
200
Davenport & Co
Virginia
$237K +$237K +5,024 New