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

332 hedge funds and large institutions have $1.32B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 119 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-12
Holders Change %
-3.49%
% of All Funds
5.31%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
36
Increased
106
Reduced
119
Closed
39
Calls
$6.04M
Puts
$1.36M
Net Calls
+$4.69M
Net Calls Change
-$1.09M

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$31.5M
2
Franklin Resources
2
Franklin Resources
California
$28.6M
3
EH
3
Equitable Holdings
New York
$9.89M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$17.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$30.9M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$7.47M
2
Bank of America
2
Bank of America
North Carolina
$81.9M
3
Ameriprise
3
Ameriprise
Minnesota
$36.6M
4
CAWM
4
Capital Advisors Wealth Management
Washington
$2.36M
5
RJA
5
Raymond James & Associates
Florida
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSIA
226
LaSalle St. Investment Advisors
Illinois
$241K -$122K -2,886 -34%
TI
227
Trexquant Investment
Connecticut
$240K +$240K +5,687 New
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$233K +$233K +5,518 New
FCT
229
First Community Trust
Iowa
$232K -$2.53K -60 -1%
AWM
230
Atticus Wealth Management
Florida
$232K +$232K +5,486 New
LFAS
231
Level Four Advisory Services
Texas
$227K +$7.39K +175 +3%
FFN
232
Focus Financial Network
Minnesota
$222K +$2.24K +53 +1%
MWA
233
Meridian Wealth Advisors
Texas
$222K – – –
LNC
234
Lincoln National Corp
Pennsylvania
$222K +$222K +5,249 New
9WM
235
9258 Wealth Management
Ohio
$219K -$22K -521 -9%
OPWM
236
Oxinas Partners Wealth Management
Indiana
$219K +$17K +403 +8%
AFC
237
AFT Forsyth & Company
Florida
$219K +$5.78K +137 +3%
CAAS
238
Capital Asset Advisory Services
Michigan
$212K -$4.43K -105 -2%
SWA
239
Sax Wealth Advisors
New Jersey
$211K +$211K +5,000 New
PA
240
PFG Advisors
Arizona
$211K +$211K +4,997 New
WAP
241
Wealthcare Advisory Partners
Pennsylvania
$209K +$209K +4,950 New
VAS
242
Vestmark Advisory Solutions
Massachusetts
$208K -$17.2K -408 -8%
STB
243
S&T Bank
Pennsylvania
$208K -$17.2K -408 -8%
ML
244
McAdam LLC
Pennsylvania
$207K +$207K +4,912 New
CAM
245
Cozad Asset Management
Illinois
$207K – – –
HT
246
Heritage Trust
Oklahoma
$204K – – –
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$203K +$16K +380 +9%
AA
248
AlphaQ Advisors
Florida
$203K – – –
BFPW
249
BOK Financial Private Wealth
Colorado
$198K – – –
GWSG
250
GPS Wealth Strategies Group
Colorado
$193K +$193K +4,583 New
8 9
10
11 12