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Invesco S&P SmallCap High Dividend Low Volatility ETF

20 hedge funds and large institutions have $5.45M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+8
Holders Change %
+66.67%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
4
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$1.03M +$629K +40,797 +159%
IRC
2
Investors Research Corp
Georgia
$722K -$9.44K -612 -1%
Bank of America
3
Bank of America
North Carolina
$530K -$209K -13,532 -28%
Wells Fargo
4
Wells Fargo
California
$488K -$642K -41,625 -57%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$450K +$154K +9,967 +52%
CWP
6
Concord Wealth Partners
Virginia
$443K +$443K +28,741 New
CAMV
7
Concord Asset Management (Virginia)
Virginia
$427K +$427K +27,690 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$348K +$348K +22,550 New
CAN
9
Cetera Advisor Networks
California
$276K +$59.8K +3,875 +28%
GRP
10
Global Retirement Partners
California
$214K +$48.5K +3,148 +29%
CL
11
COWA LLC
Oklahoma
$174K +$174K +11,290 New
WS
12
Wedbush Securities
California
$162K +$162K +10,483 New
TRCT
13
Tower Research Capital (TRC)
New York
$62.2K +$62.2K +4,032 New
TFGT
14
TS Financial Group (TSFG)
Illinois
$62K +$62K +4,000 New
CWM
15
Consultiva Wealth Management
Puerto Rico
$23.8K +$23.8K +1,545 New
Osaic Holdings
16
Osaic Holdings
Arizona
$14.3K -$420K -27,221 -97%
AF
17
Allworth Financial
California
$12K
Morgan Stanley
18
Morgan Stanley
New York
$5.64K -$5.64K -366 -50%
IA
19
IFP Advisors
Florida
$4.63K
HI
20
Harbour Investments
Wisconsin
$2.31K