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Invesco S&P 500 High Dividend Low Volatility ETF

248 hedge funds and large institutions have $770M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 91 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-28
Holders Change %
-10.14%
% of All Funds
5.48%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.09%
New
34
Increased
83
Reduced
91
Closed
58
Calls
$1.17M
Puts
$1.41M
Net Calls
-$232K
Net Calls Change
-$7.24M
Name Holding Trade Value Shares
Change
Shares
Change %
FCH
201
Freestone Capital Holdings
Washington
$33.7K +$8.66K +288,605 +35%
TAM
202
Townsend Asset Management
North Carolina
$28K -$13K -437 -32%
BAM
203
Bellevue Asset Management
Washington
$27K
PA
204
Procyon Advisors
Connecticut
$27K +$60 +2 +0.2%
PCG
205
Private Capital Group
Connecticut
$26K
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$26K +$9.91K +334 +62%
GWMIA
207
Global Wealth Management Investment Advisory
Florida
$26K +$19.4K +650 +295%
CFO
208
CVA Family Office
Colorado
$25K +$25K +820 New
GWS
209
Glassman Wealth Services
Virginia
$22K +$3.57K +120 +19%
BWL
210
Bogart Wealth LLC
Virginia
$22K +$10.9K +363 +98%
PO
211
Private Ocean
California
$21K +$21K +725 New
GEA
212
Glen Eagle Advisors
New Jersey
$18.1K +$90 +3 +0.5%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$18K
HI
214
Hoey Investments
Pennsylvania
$18K
EWA
215
Evolution Wealth Advisors
Florida
$17K
FANJ
216
Financial Architects (New Jersey)
New Jersey
$15K -$70K -2,365 -82%
WCG
217
Weaver Consulting Group
California
$15K
CFD
218
Creative Financial Designs
Indiana
$15K +$15K +500 New
IA
219
IFP Advisors
Florida
$14K -$8.35K -276 -37%
PA
220
Parallel Advisors
California
$14K -$1.57K -53 -10%
SIM
221
Sonora Investment Management
Arizona
$13K
LFG
222
LifePlan Financial Group
Ohio
$12K -$9.54K -310 -44%
LOIM
223
Liberty One Investment Management
Illinois
$11K +$147 +5 +1%
AssetMark Inc
224
AssetMark Inc
California
$10K -$6.49K -226 -39%
WOC
225
West Oak Capital
California
$10K