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Invesco S&P 500 High Dividend Low Volatility ETF

318 hedge funds and large institutions have $1.43B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 139 increasing their positions, 63 reducing their positions, and 30 closing their positions.

Holders
318
Holders Change
+28
Holders Change %
+9.66%
% of All Funds
5.38%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
59
Increased
139
Reduced
63
Closed
30
Calls
$7.11M
Puts
$1.79M
Net Calls
+$5.32M
Net Calls Change
+$410K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$178M 4,030,551 +2,032,503 +102%
Bank of America
2
Bank of America
North Carolina
$103M 2,344,485 +834,790 +55%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$74.5M 1,687,443 +6,076 +0.4%
LPL Financial
4
LPL Financial
California
$73.6M 1,667,673 +416,416 +33%
UBS Group
5
UBS Group
Switzerland
$61.3M 1,387,738 +694,427 +100%
Wells Fargo
6
Wells Fargo
California
$58.4M 1,323,882 +175,149 +15%
Financial Engines Advisors
7
Financial Engines Advisors
California
$52.9M 1,197,437 -64,849 -5%
Osaic Holdings
8
Osaic Holdings
Arizona
$43.4M 979,659 +628,681 +179%
Invesco
9
Invesco
Georgia
$35.3M 800,204 +4,048 +0.5%
BCM
10
Brookstone Capital Management
Illinois
$33.2M 672,846 +455,259 +209%
OCM
11
One Capital Management
California
$33.2M 751,312 +725,567 +2,818%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$32.8M 743,809 +737,713 +12,102%
RJA
13
Raymond James & Associates
Florida
$28.7M 651,302 +5,780 +0.9%
PP
14
Prudential plc
United Kingdom
$26.1M 591,900 +371,900 +169%
Ameriprise
15
Ameriprise
Minnesota
$24.4M 552,478 -118,131 -18%
AWE
16
Avidian Wealth Enterprises
Texas
$23.7M 536,475 +23,657 +5%
Truist Financial
17
Truist Financial
North Carolina
$23.1M 523,703 +81,899 +19%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$22.9M 518,754 +318,405 +159%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$21.2M 480,146 +27,373 +6%
Stifel Financial
20
Stifel Financial
Missouri
$20.5M 465,139 +316,681 +213%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$20.1M 455,612 +286,401 +169%
AWM
22
Affinity Wealth Management
Delaware
$17.3M 393,636 +393,636 New
Franklin Resources
23
Franklin Resources
California
$16.3M 369,554 -20,598 -5%
AWS
24
Atria Wealth Solutions
New York
$14.5M 327,402 +42,359 +15%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$14.3M 323,604 +14,239 +5%