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

344 hedge funds and large institutions have $2.72B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 133 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+39
Holders Change %
+12.79%
% of All Funds
5.55%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
69
Increased
133
Reduced
82
Closed
26
Calls
$6.92M
Puts
$1.14M
Net Calls
+$5.78M
Net Calls Change
-$656K

Top Buyers

1
SVCP
Silicon Valley Capital Partners
California
$15.8M
2
Ameriprise
Ameriprise
Minnesota
$53.7M
3
LPL Financial
LPL Financial
California
$97.1M
4
Stifel Financial
Stifel Financial
Missouri
$28M
5
Bank of America
Bank of America
North Carolina
$102M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$66.9M
2
BFIC
Bedell Frazier Investment Counselling
California
$0
3
MPM
Meritage Portfolio Management
Kansas
$6.79M
4
UBS Group
UBS Group
Switzerland
$40.8M
5
Invesco
Invesco
Georgia
$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
226
Tower Research Capital (TRC)
New York
$252K +$203K +4,636 +418%
SI
227
Stephens Inc
Arkansas
$252K +$88 +2 +0%
9WM
228
9258 Wealth Management
Ohio
$251K -$64.3K -1,467 -20%
SWM
229
SeaCrest Wealth Management
New York
$249K – – –
FCT
230
First Community Trust
Iowa
$243K – – –
SIAG
231
Safeguard Investment Advisory Group
California
$235K +$2.85K +65 +1%
STB
232
S&T Bank
Pennsylvania
$234K -$526 -12 -0.2%
VAS
233
Vestmark Advisory Solutions
Massachusetts
$234K -$526 -12 -0.2%
EWA
234
EP Wealth Advisors
California
$232K +$232K +5,304 New
MWA
235
Meridian Wealth Advisors
Texas
$230K – – –
RF
236
Rollins Financial
Georgia
$228K -$103K -2,346 -31%
FFN
237
Focus Financial Network
Minnesota
$228K +$2.19K +50 +1%
LFAS
238
Level Four Advisory Services
Texas
$228K +$228K +5,193 New
IWM
239
IHT Wealth Management
Illinois
$227K +$227K +5,169 New
US Bancorp
240
US Bancorp
Minnesota
$226K +$21.9K +500 +11%
CAAS
241
Capital Asset Advisory Services
Michigan
$225K +$4.6K +105 +2%
AGA
242
Arkos Global Advisors
Texas
$222K -$45.7K -1,040 -17%
AFC
243
AFT Forsyth & Company
Florida
$221K +$221K +5,051 New
RJT
244
Raymond James Trust
Florida
$217K +$217K +4,953 New
WS
245
Wedbush Securities
California
$216K +$216K +4,917 New
CAM
246
Cozad Asset Management
Illinois
$215K +$215K +4,910 New
HT
247
Heritage Trust
Oklahoma
$212K +$212K +4,836 New
AA
248
AlphaQ Advisors
Florida
$210K +$210K +4,800 New
OPWM
249
Oxinas Partners Wealth Management
Indiana
$210K +$210K +4,790 New
MHS
250
M Holdings Securities
Oregon
$208K +$208K +4,733 New
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