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Invesco S&P 500 High Dividend Low Volatility ETF

252 hedge funds and large institutions have $821M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+16
Holders Change %
+6.78%
% of All Funds
4.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
43
Increased
81
Reduced
77
Closed
23
Calls
$7.96M
Puts
$1.61M
Net Calls
+$6.35M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
201
Global Retirement Partners
California
$65K -$129K -3,000 -67%
CWA
202
Clearview Wealth Advisors
Oregon
$65K +$65K +1,506 New
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$64K
TCWM
204
Total Clarity Wealth Management
Illinois
$63K +$63K +1,458 New
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$62K +$16.4K +381 +36%
NFSG
206
Newbridge Financial Services Group
Florida
$60K +$386 +9 +0.6%
CIA
207
Choate Investment Advisors
Massachusetts
$58K
TFS
208
TrustCore Financial Services
Tennessee
$57K
SWA
209
Sutton Wealth Advisors
Florida
$50.5K
AWM
210
Accel Wealth Management
Iowa
$50K
BWM
211
Baystate Wealth Management
Massachusetts
$46K +$474 +11 +1%
TAM
212
Townsend Asset Management
North Carolina
$40K +$814 +19 +2%
BAM
213
Bellevue Asset Management
Washington
$36K +$43 +1 +0.1%
CFO
214
CVA Family Office
Colorado
$35K
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$26K
GEA
216
Glen Eagle Advisors
New Jersey
$25.8K
VFA
217
Valeo Financial Advisors
Indiana
$25K +$25K +585 New
MAM
218
Meeder Asset Management
Ohio
$24K +$24K +550 New
AIC
219
Archer Investment Corporation
Indiana
$23.6K
PGAM
220
Princeton Global Asset Management
New Jersey
$22K
SFPG
221
Stonebridge Financial Planning Group
Florida
$22K
IAS
222
IMA Advisory Services
Colorado
$21K -$15.1K -359 -42%
CFD
223
Creative Financial Designs
Indiana
$21K
PA
224
Parallel Advisors
California
$21K +$211 +5 +1%
BWL
225
Bogart Wealth LLC
Virginia
$21K +$4.28K +101 +26%