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Invesco S&P 500 High Dividend Low Volatility ETF

264 hedge funds and large institutions have $775M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 64 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-4
Holders Change %
-1.49%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
33
Increased
103
Reduced
64
Closed
33
Calls
$3.85M
Puts
$1.45M
Net Calls
+$2.4M
Net Calls Change
-$4.58M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
201
Mascoma Wealth Management
New Hampshire
$67K +$67K +1,582 New
Citigroup
202
Citigroup
New York
$66K -$307K -7,298 -82%
CFA
203
Carroll Financial Associates
North Carolina
$66K
BAM
204
Bellevue Asset Management
Washington
$66K +$43 +1 +0.1%
TFS
205
TrustCore Financial Services
Tennessee
$64K
BFC
206
Bedel Financial Consulting
Indiana
$63K
NFSG
207
Newbridge Financial Services Group
Florida
$60K +$339 +8 +0.6%
CIA
208
Choate Investment Advisors
Massachusetts
$57K
FP
209
Financial Perspectives
Minnesota
$51.9K
Jones Financial Companies
210
Jones Financial Companies
Missouri
$51K +$51K +1,200 New
PVH
211
Psagot Value Holdings
Israel
$50K +$1.05K +25 +2%
SWA
212
Sutton Wealth Advisors
Florida
$49.9K
AWM
213
Accel Wealth Management
Iowa
$49K
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$49K
BWM
215
Baystate Wealth Management
Massachusetts
$46K +$340 +8 +0.7%
SFPG
216
Stonebridge Financial Planning Group
Florida
$44K +$22K +500 +100%
TAM
217
Townsend Asset Management
North Carolina
$41K +$300 +7 +0.7%
FHA
218
First Horizon Advisors
Tennessee
$40K -$9.44K -227 -19%
IAS
219
IMA Advisory Services
Colorado
$34K +$12.8K +300 +60%
TCWM
220
Total Clarity Wealth Management
Illinois
$30K +$30K +706 New
CFO
221
CVA Family Office
Colorado
$27K
GEA
222
Glen Eagle Advisors
New Jersey
$25.4K
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$25K
AIC
224
Archer Investment Corporation
Indiana
$23.3K +$23.3K +550 New
PGAM
225
Princeton Global Asset Management
New Jersey
$22K