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Invesco S&P 500 High Dividend Low Volatility ETF

305 hedge funds and large institutions have $1.19B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 86 reducing their positions, and 43 closing their positions.

Holders
305
Holders Change
-13
Holders Change %
-4.09%
% of All Funds
5.27%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
36
Increased
121
Reduced
86
Closed
43
Calls
$8.12M
Puts
$1.68M
Net Calls
+$6.44M
Net Calls Change
+$1.12M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$163M 4,177,309 +146,758 +4%
Bank of America
2
Bank of America
North Carolina
$79.9M 2,041,708 -302,777 -13%
LPL Financial
3
LPL Financial
California
$74.9M 1,914,273 +246,600 +15%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$74M 1,891,409 +203,966 +12%
Wells Fargo
5
Wells Fargo
California
$57M 1,458,128 +134,246 +10%
Financial Engines Advisors
6
Financial Engines Advisors
California
$45.3M 1,159,184 -38,253 -3%
UBS Group
7
UBS Group
Switzerland
$40M 1,023,602 -364,136 -26%
Ameriprise
8
Ameriprise
Minnesota
$35.5M 903,675 +351,197 +64%
Osaic Holdings
9
Osaic Holdings
Arizona
$33.6M 858,824 -120,835 -12%
Invesco
10
Invesco
Georgia
$31.2M 798,625 -1,579 -0.2%
RJA
11
Raymond James & Associates
Florida
$25.8M 659,138 +7,836 +1%
AWE
12
Avidian Wealth Enterprises
Texas
$22.2M 568,229 +31,754 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$19.4M 495,827 +15,681 +3%
Truist Financial
14
Truist Financial
North Carolina
$19.3M 493,228 -30,475 -6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$17.2M 439,975 -78,779 -15%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$17M 435,612 -20,000 -4%
Franklin Resources
17
Franklin Resources
California
$14.7M 376,214 +6,660 +2%
AWS
18
Atria Wealth Solutions
New York
$13.8M 352,669 +25,267 +8%
Stifel Financial
19
Stifel Financial
Missouri
$13.5M 345,272 -119,867 -26%
TA
20
TrueWealth Advisors
Alabama
$13.2M 338,082 +28,915 +9%
CAWM
21
Capital Advisors Wealth Management
Washington
$12.7M 323,768 +132,510 +69%
PAG
22
Private Advisor Group
New Jersey
$12.1M 309,555 -7,180 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$11.2M 286,359 -29,629 -9%
BFIC
24
Bedell Frazier Investment Counselling
California
$11.1M 283,873 -4,171 -1%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$10.6M 271,591 +105,901 +64%