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Invesco S&P 500 High Dividend Low Volatility ETF

236 hedge funds and large institutions have $691M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+6
Holders Change %
+2.61%
% of All Funds
4.19%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
41
Increased
59
Reduced
96
Closed
29
Calls
$6.17M
Puts
$1.77M
Net Calls
+$4.4M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
201
Evolution Wealth Advisors
Florida
$22K
AIC
202
Archer Investment Corporation
Indiana
$20.7K
PGAM
203
Princeton Global Asset Management
New Jersey
$20K
SFPG
204
Stonebridge Financial Planning Group
Florida
$19K -$41.8K -1,100 -69%
CFD
205
Creative Financial Designs
Indiana
$19K
PA
206
Parallel Advisors
California
$18K +$220 +6 +1%
SIM
207
Sonora Investment Management
Arizona
$17K
HFS
208
Hantz Financial Services
Michigan
$16K +$16K +418 New
GC
209
Grace Capital
Massachusetts
$16K +$16K +427 New
BWL
210
Bogart Wealth LLC
Virginia
$14K -$8.37K -236 -37%
AssetMark Inc
211
AssetMark Inc
California
$13K
WWM
212
Wagner Wealth Management
South Carolina
$11K +$11K +300 New
DWMG
213
DB Wealth Management Group
California
$10K +$10K +264 New
OPW
214
Oxler Private Wealth
New York
$10K +$10K +290 New
AAP
215
Arax Advisory Partners
Colorado
$9K -$2.24K -57 -20%
AIP
216
Ameritas Investment Partners
Nebraska
$9K
VNA
217
Valley National Advisers
Pennsylvania
$9K +$108 +3 +1%
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.46K
GCM
219
Gables Capital Management
Florida
$6K
MIFH
220
Migdal Insurance & Financial Holdings
Israel
$5K
LGA
221
Lebenthal Global Advisors
New York
$5K +$5K +147 New
AWM
222
AllSquare Wealth Management
New York
$4K
FA
223
Faithward Advisors
Pennsylvania
$4K
SIS
224
Sound Income Strategies
Florida
$4K
CFN
225
Cordasco Financial Network
Florida
$4K