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Invesco S&P 500 High Dividend Low Volatility ETF

315 hedge funds and large institutions have $1.09B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 129 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-17
Holders Change %
-5.12%
% of All Funds
4.97%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
26
Increased
89
Reduced
129
Closed
39
Calls
$3.81M
Puts
$1.59M
Net Calls
+$2.23M
Net Calls Change
-$2.46M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
201
BOS Asset Management
Illinois
$263K +$6.62K +160 +3%
JIR
202
James Investment Research
Ohio
$262K
HA
203
Herold Advisors
New York
$259K -$107K -2,595 -29%
OPS
204
Orion Portfolio Solutions
Nebraska
$248K +$248K +5,986 New
BCI
205
Brinker Capital Investments
Pennsylvania
$248K +$248K +5,986 New
SMC
206
Smith, Moore & Co
Missouri
$243K -$54.8K -1,325 -18%
FFA
207
First Foundation Advisors
California
$240K
MCC
208
Money Concepts Capital
Florida
$239K -$1.25M -30,253 -84%
LSIA
209
LaSalle St. Investment Advisors
Illinois
$238K +$1.98K +48 +0.8%
M&T Bank
210
M&T Bank
New York
$235K -$164K -3,957 -41%
RJT
211
Raymond James Trust
Florida
$232K -$22.9K -556 -9%
PA
212
PFG Advisors
Arizona
$230K +$23.8K +575 +12%
AWA
213
AmeriServ Wealth Advisors
Pennsylvania
$229K -$227K -5,483 -50%
FCT
214
First Community Trust
Iowa
$227K
HI
215
Harbour Investments
Wisconsin
$225K -$28.9K -699 -11%
Koshinski Asset Management
216
Koshinski Asset Management
Illinois
$224K -$21.6K -523 -9%
FFN
217
Focus Financial Network
Minnesota
$220K +$2.44K +59 +1%
MWA
218
Meridian Wealth Advisors
Texas
$217K
AGA
219
Arkos Global Advisors
Texas
$215K +$215K +5,202 New
AFC
220
AFT Forsyth & Company
Florida
$213K -$1.16K -28 -0.5%
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$212K +$13K +314 +7%
AWA
222
Arkadios Wealth Advisors
Georgia
$211K -$41.6K -1,006 -16%
DAS
223
Dynamic Advisor Solutions
Arizona
$209K -$41.4K -1,000 -17%
SWA
224
Sax Wealth Advisors
New Jersey
$207K
VAS
225
Vestmark Advisory Solutions
Massachusetts
$206K +$2.56K +62 +1%