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Invesco S&P 500 High Dividend Low Volatility ETF

290 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 116 increasing their positions, 60 reducing their positions, and 42 closing their positions.

Holders
290
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.59%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.13%
New
46
Increased
116
Reduced
60
Closed
42
Calls
$6.35M
Puts
$1.44M
Net Calls
+$4.91M
Net Calls Change
+$1.03M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$94.3M 1,998,048 +294,225 +17%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$79.4M 1,681,367 +471,622 +39%
Bank of America
3
Bank of America
North Carolina
$71.3M 1,509,695 +404,393 +37%
Financial Engines Advisors
4
Financial Engines Advisors
California
$59.6M 1,262,286 -878,882 -41%
LPL Financial
5
LPL Financial
California
$59.1M 1,251,257 +125,199 +11%
Wells Fargo
6
Wells Fargo
California
$54.2M 1,148,733 +217,989 +23%
Invesco
7
Invesco
Georgia
$37.6M 796,156 -62,477 -7%
UBS Group
8
UBS Group
Switzerland
$32.7M 693,311 +99,405 +17%
Ameriprise
9
Ameriprise
Minnesota
$31.3M 670,609 +283,770 +73%
RJA
10
Raymond James & Associates
Florida
$30.5M 645,522 +87,034 +16%
AWE
11
Avidian Wealth Enterprises
Texas
$24.2M 512,818 +43,763 +9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$21.4M 452,773 +3,363 +0.7%
Truist Financial
13
Truist Financial
North Carolina
$20.9M 441,804 +320,163 +263%
Franklin Resources
14
Franklin Resources
California
$18.4M 390,152 +297,593 +322%
Osaic Holdings
15
Osaic Holdings
Arizona
$15.3M 350,978 +71,373 +26%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$14.6M 309,365 -5,993 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$14.2M 299,783 +25,295 +9%
AWS
18
Atria Wealth Solutions
New York
$13.5M 285,043 +285,043 New
BFIC
19
Bedell Frazier Investment Counselling
California
$13.2M 279,889 +279,889 New
IA
20
IFG Advisory
Georgia
$11.8M 249,559 -548 -0.2%
SS
21
Simplicity Solutions
Minnesota
$11.4M 242,180 +242,180 New
BCM
22
Brookstone Capital Management
Illinois
$10.5M 217,587 +110,768 +104%
PP
23
Prudential plc
United Kingdom
$10.4M 220,000 +15,000 +7%
SA
24
Shilanski & Associates
Alaska
$10.2M 216,478 -1,608 -0.7%
CS
25
Credit Suisse
Switzerland
$10M 212,269 +90,663 +75%