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Invesco S&P 500 High Dividend Low Volatility ETF

289 hedge funds and large institutions have $851M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 80 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+25
Holders Change %
+9.47%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
53
Increased
80
Reduced
95
Closed
21
Calls
$5.11M
Puts
$1.22M
Net Calls
+$3.89M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Shares
Change %
RG
201
Retirement Group
California
$162K +$226 +5 +0.1%
PWM
202
Provident Wealth Management
Tennessee
$155K -$4.97K -110 -3%
Koshinski Asset Management
203
Koshinski Asset Management
Illinois
$141K +$136 +3 +0.1%
TSWM
204
Tyler-Stone Wealth Management
Ohio
$138K +$138K +3,050 New
IA
205
IFP Advisors
Florida
$137K +$2.24K +50 +2%
PCG
206
Private Capital Group
Connecticut
$133K
William Blair & Company
207
William Blair & Company
Illinois
$129K +$227 +5 +0.2%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$126K
CWM
209
Consultiva Wealth Management
Puerto Rico
$124K
JFGIW
210
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$121K
EWM
211
EPG Wealth Management
Georgia
$111K +$997 +22 +0.9%
NFSG
212
Newbridge Financial Services Group
Florida
$110K +$45.8K +1,008 +71%
MCC
213
Money Concepts Capital
Florida
$106K +$106K +2,334 New
HFS
214
HBC Financial Services
Washington
$104K
SWM
215
Sugarloaf Wealth Management
Georgia
$97K
IAG
216
Investmark Advisory Group
Connecticut
$95K +$95K +2,100 New
IA
217
IFS Advisors
Kansas
$94K +$94K +2,090 New
TLFA
218
True Link Financial Advisors
California
$91K
CA
219
Clearstead Advisors
Ohio
$77K
WPA
220
West Paces Advisors
Georgia
$76K +$76K +1,678 New
TFGT
221
TS Financial Group (TSFG)
Illinois
$75K +$682 +15 +0.9%
CWM
222
Cedar Wealth Management
California
$73K
MWM
223
Mascoma Wealth Management
New Hampshire
$72K
BAM
224
Bellevue Asset Management
Washington
$69K +$90 +2 +0.1%
BFC
225
Bedel Financial Consulting
Indiana
$68K