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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$154M 3,719,342 -648,259 -15%
LPL Financial
2
LPL Financial
California
$86.8M 2,098,404 -61,788 -3%
Bank of America
3
Bank of America
North Carolina
$66.1M 1,598,251 -342,741 -18%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$50.2M 1,214,464 -199,080 -14%
Financial Engines Advisors
5
Financial Engines Advisors
California
$46.8M 1,130,762 +5,242 +0.5%
Wells Fargo
6
Wells Fargo
California
$45M 1,087,222 -400,317 -27%
Franklin Resources
7
Franklin Resources
California
$28.5M 688,737 +10,426 +2%
UBS Group
8
UBS Group
Switzerland
$25.4M 613,351 -181,317 -23%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$23.6M 570,265 -161,795 -22%
Invesco
10
Invesco
Georgia
$20.7M 499,914 -1,364 -0.3%
AWE
11
Avidian Wealth Enterprises
Texas
$20.5M 496,523 -162,317 -25%
Ameriprise
12
Ameriprise
Minnesota
$20.1M 485,023 -380,438 -44%
RJA
13
Raymond James & Associates
Florida
$19.7M 475,621 -44,174 -8%
SVCP
14
Silicon Valley Capital Partners
California
$18.4M 443,885 +55,553 +14%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$17.3M 418,628 -125,301 -23%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$17M 410,223 +6,205 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$15.1M 366,114 -20,049 -5%
AWS
18
Atria Wealth Solutions
New York
$14.4M 348,610 -13,431 -4%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$13.7M 330,993 -42,197 -11%
Osaic Holdings
20
Osaic Holdings
Arizona
$13.7M 330,881 -415,146 -56%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$13.5M 327,582 -6,175 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$11.9M 286,961 -32,737 -10%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$11.5M 277,017 -118,412 -30%
GS
24
GTS Securities
New York
$10.6M 256,490 +256,490 New
EH
25
Equitable Holdings
New York
$10.2M 245,494 +11,139 +5%