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

307 hedge funds and large institutions have $943M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 137 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-8
Holders Change %
-2.54%
% of All Funds
4.89%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
27
Increased
79
Reduced
137
Closed
33
Calls
$3.69M
Puts
$4.12M
Net Calls
-$431K
Net Calls Change
-$2.66M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$71.3M
2
HighTower Advisors
HighTower Advisors
Illinois
$10.6M
3
IAIM
International Assets Investment Management
Florida
$6.67M
4
XF
XML Financial
Maryland
$9.21M
5
TPWM
Twelve Points Wealth Management
Massachusetts
$2.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$29.5M
2
Morgan Stanley
Morgan Stanley
New York
$134M
3
SVCP
Silicon Valley Capital Partners
California
$8.13M
4
GS
GTS Securities
New York
$1.44M
5
LPL Financial
LPL Financial
California
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Continuum Advisory
Idaho
$202K +$202K +5,153 New
AFC
227
AFT Forsyth & Company
Florida
$202K -$470 -12 -0.2%
AWA
228
AmeriServ Wealth Advisors
Pennsylvania
$201K -$16.1K -412 -7%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$184K -$17K -433 -8%
OP
230
ORG Partners
Indiana
$176K -$11.3K -288 -6%
RG
231
Retirement Group
California
$155K +$4.27K +109 +3%
SWM
232
Spire Wealth Management
Virginia
$153K -$1.96K -50 -1%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$152K – – –
GT
234
Glenmede Trust
Pennsylvania
$148K – – –
SOS
235
Silver Oak Securities
Tennessee
$117K -$159K -4,055 -58%
AF
236
Advisornet Financial
Minnesota
$110K +$157 +4 +0.1%
MIFH
237
Migdal Insurance & Financial Holdings
Israel
$110K -$62.9K -1,600 -36%
TSWM
238
Tyler-Stone Wealth Management
Ohio
$108K – – –
PWM
239
Provident Wealth Management
Tennessee
$108K -$5.29K -135 -5%
RFA
240
Register Financial Advisors
Georgia
$97.3K – – –
William Blair & Company
241
William Blair & Company
Illinois
$88.2K -$3.57K -91 -4%
HFS
242
HBC Financial Services
Washington
$86K – – –
SWM
243
Sugarloaf Wealth Management
Georgia
$84.3K – – –
MA
244
MCF Advisors
Kentucky
$83.3K – – –
PVH
245
Psagot Value Holdings
Israel
$83K +$64K +1,636 +337%
IA
246
IFS Advisors
Kansas
$81.9K – – –
APC
247
Aspire Private Capital
North Carolina
$76.2K +$76.2K +1,945 New
OIA
248
Optimum Investment Advisors
Illinois
$74.6K – – –
TWC
249
TD Waterhouse Canada
Ontario, Canada
$68.8K – – –
ACA
250
Aptus Capital Advisors
Alabama
$66.5K +$12.7K +323 +23%
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10
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