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Invesco S&P 500 High Dividend Low Volatility ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$35.5M
2
LPL Financial
LPL Financial
California
$74.9M
3
MPM
Meritage Portfolio Management
Kansas
$9.89M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$74M
5
Morgan Stanley
Morgan Stanley
New York
$163M

Top Sellers

1
OCM
One Capital Management
California
$3.23M
2
PP
Prudential plc
United Kingdom
$0
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$6.12M
4
AWM
Affinity Wealth Management
Delaware
$0
5
BCM
Brookstone Capital Management
Illinois
$9.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
226
Spire Wealth Management
Virginia
$123K -$180K -4,583 -59%
NFSG
227
Newbridge Financial Services Group
Florida
$121K +$40.8K +1,040 +51%
PWM
228
Provident Wealth Management
Tennessee
$119K -$12K -307 -9%
TSWM
229
Tyler-Stone Wealth Management
Ohio
$119K – – –
SOS
230
Silver Oak Securities
Tennessee
$117K +$117K +2,988 New
JFGIW
231
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$115K – – –
William Blair & Company
232
William Blair & Company
Illinois
$112K +$196 +5 +0.2%
MWM
233
Mascoma Wealth Management
New Hampshire
$109K – – –
CWM
234
Consultiva Wealth Management
Puerto Rico
$107K – – –
FHA
235
First Horizon Advisors
Tennessee
$104K +$104K +2,660 New
GWSG
236
GPS Wealth Strategies Group
Colorado
$91K – – –
HFS
237
HBC Financial Services
Washington
$86K – – –
SWM
238
Sugarloaf Wealth Management
Georgia
$85K – – –
IA
239
IFS Advisors
Kansas
$81K – – –
TFGT
240
TS Financial Group (TSFG)
Illinois
$66K +$623 +16 +1%
CWM
241
Cedar Wealth Management
California
$63K – – –
BAM
242
Bellevue Asset Management
Washington
$62K +$121 +3 +0.2%
CLOS
243
Compagnie Lombard Odier SCmA
Switzerland
$59K +$59K +1,500 New
BWL
244
Bogart Wealth LLC
Virginia
$55K +$668 +17 +1%
CIA
245
Choate Investment Advisors
Massachusetts
$53K – – –
AWM
246
Accel Wealth Management
Iowa
$48K – – –
FP
247
Financial Perspectives
Minnesota
$47.9K – – –
ACA
248
Aptus Capital Advisors
Alabama
$47K +$47K +1,200 New
GWANC
249
Guardian Wealth Advisors (North Carolina)
North Carolina
$47K +$47K +1,200 New
SWA
250
Sutton Wealth Advisors
Florida
$46.1K – – –
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10
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