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Invesco S&P 500 High Dividend Low Volatility ETF

302 hedge funds and large institutions have $977M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 114 reducing their positions, and 29 closing their positions.

Holders
302
Holders Change
-7
Holders Change %
-2.27%
% of All Funds
4.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
92
Reduced
114
Closed
29
Calls
$3.14M
Puts
$333K
Net Calls
+$2.81M
Net Calls Change
-$1.05M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$107M 2,397,502 -305,994 -11%
CI
2
Clal Insurance
Israel
$93.3M 2,100,000 +2,100,000 New
LPL Financial
3
LPL Financial
California
$83.7M 1,884,549 -49,053 -3%
Bank of America
4
Bank of America
North Carolina
$51.8M 1,166,977 -90,934 -7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$49.8M 1,121,869 +33,698 +3%
Financial Engines Advisors
6
Financial Engines Advisors
California
$46.6M 1,049,104 -37,486 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$34.4M 775,159 +53,300 +7%
Franklin Resources
8
Franklin Resources
California
$29.8M 671,380 +88,427 +15%
UBS Group
9
UBS Group
Switzerland
$23.8M 535,430 +1,138 +0.2%
Wells Fargo
10
Wells Fargo
California
$21.2M 476,995 -48,680 -9%
AWE
11
Avidian Wealth Enterprises
Texas
$19.2M 432,876 -15,248 -3%
RJA
12
Raymond James & Associates
Florida
$16.7M 376,271 +24,912 +7%
Ameriprise
13
Ameriprise
Minnesota
$16.6M 374,495 -10,363 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$14.9M 335,962 -3,193 -0.9%
EH
15
Equitable Holdings
New York
$14M 316,134 +5,759 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$13.2M 297,478 -11,762 -4%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$12.8M 285,391 -2,522 -0.9%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$12.6M 282,933 -275,766 -49%
AF
19
Allworth Financial
California
$11.2M 240,566 -21,228 -8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$11.1M 249,301 -43,979 -15%
SA
21
Shilanski & Associates
Alaska
$9.66M 217,503 +2,719 +1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$9.05M 203,790 +6,929 +4%
GB
23
Gunma Bank
Japan
$8.44M 190,000
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$8.13M 183,050 -7,191 -4%
BCM
25
Brookstone Capital Management
Illinois
$7.65M 163,169 +223 +0.1%