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Invesco S&P 500 High Dividend Low Volatility ETF

315 hedge funds and large institutions have $1.09B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 129 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-17
Holders Change %
-5.12%
% of All Funds
4.97%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
26
Increased
89
Reduced
129
Closed
39
Calls
$3.81M
Puts
$1.59M
Net Calls
+$2.23M
Net Calls Change
-$2.46M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
176
SeaCrest Wealth Management
New York
$356K
KA
177
Kovack Advisors
Florida
$346K -$34.9K -845 -9%
SG
178
StoneX Group
New York
$337K +$337K +8,141 New
OW
179
Olistico Wealth
Oklahoma
$331K -$90.3K -2,184 -21%
PWM
180
Perigon Wealth Management
California
$322K
AAS
181
Ameritas Advisory Services
Nebraska
$318K -$39.6K -957 -11%
CFGS
182
Concourse Financial Group Securities
Alabama
$305K -$22K -531 -7%
MFG
183
Merit Financial Group
Georgia
$302K -$90.6K -2,191 -23%
OAM
184
Oppenheimer Asset Management
New York
$301K -$43.4K -1,049 -13%
FHC
185
First Heartland Consultants
Missouri
$297K -$25.1K -608 -8%
ES
186
Eagle Strategies
New York
$295K +$41.4K +1,000 +16%
PMG
187
ProVise Management Group
Florida
$291K -$119K -2,889 -29%
SOS
188
Silver Oak Securities
Tennessee
$291K +$291K +7,043 New
FPAS
189
Focus Partners Advisor Solutions
Missouri
$287K -$2.9K -70 -1%
WA
190
Wealth Alliance
New York
$282K +$3.14K +76 +1%
CAL
191
Capital Advisors Ltd
Ohio
$282K
FCA
192
FinTrust Capital Advisors
South Carolina
$278K
FFWM
193
Future Financial Wealth Management
Ohio
$273K -$277K -6,695 -50%
GI
194
Gradient Investments
Minnesota
$272K +$16.4K +397 +6%
SFA
195
Sequoia Financial Advisors
Ohio
$272K -$142K -3,437 -34%
BLC
196
Brown, Lisle/Cummings
Rhode Island
$271K
GWSG
197
GPS Wealth Strategies Group
Colorado
$268K +$78.4K +1,895 +41%
FPFS
198
First Personal Financial Services
North Carolina
$266K
PSF
199
Pacific Sun Financial
California
$266K +$266K +6,310 New
VA
200
Valmark Advisers
Ohio
$263K -$13.4K -323 -5%