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

309 hedge funds and large institutions have $957M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 112 reducing their positions, and 36 closing their positions.

Holders
309
Holders Change
-3
Holders Change %
-0.96%
% of All Funds
4.48%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
40
Increased
91
Reduced
112
Closed
36
Calls
$4.47M
Puts
$608K
Net Calls
+$3.86M
Net Calls Change
+$1.06M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.1M
2
ACM
2
Absolute Capital Management
Pennsylvania
$6.34M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.45M
4
AWE
4
Avidian Wealth Enterprises
Texas
$19.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.77M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
WA
2
Win Advisors
Florida
$425K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$48.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
226
Deutsche Bank
Germany
$164K 3,700 +3,700 New
RG
227
Retirement Group
California
$159K 3,578 +8 +0.2%
GWSG
228
GPS Wealth Strategies Group
Colorado
$159K 3,573 -428 -11%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$155K 3,500 -918 -21%
IA
230
IFP Advisors
Florida
$149K 3,359 -5,178 -61%
US Bancorp
231
US Bancorp
Minnesota
$147K 3,321 -2,150 -39%
William Blair & Company
232
William Blair & Company
Illinois
$134K 3,021 +458 +18%
SWM
233
Spire Wealth Management
Virginia
$132K 2,969 -359 -11%
CFGS
234
Concourse Financial Group Securities
Alabama
$123K 2,767 -4,557 -62%
ACA
235
Aptus Capital Advisors
Alabama
$120K 2,692 +1,165 +76%
PWM
236
Provident Wealth Management
Tennessee
$119K 2,683 -36 -1%
MIFH
237
Migdal Insurance & Financial Holdings
Israel
$119K 2,670 -130 -5%
TSWM
238
Tyler-Stone Wealth Management
Ohio
$113K 2,550 -200 -7%
RFA
239
Register Financial Advisors
Georgia
$110K 2,483 – –
AF
240
Advisornet Financial
Minnesota
$101K 2,268 – –
PS
241
Principal Securities
Iowa
$99.9K 2,250 +5 +0.2%
SWM
242
Sugarloaf Wealth Management
Georgia
$95.5K 2,150 – –
MA
243
MCF Advisors
Kentucky
$94.4K 2,125 – –
Bessemer Group
244
Bessemer Group
New Jersey
$94K 2,116 +2,116 New
IA
245
IFS Advisors
Kansas
$92.8K 2,090 – –
TFGT
246
TS Financial Group (TSFG)
Illinois
$89K 2,001 +2,000 +200,000%
HFS
247
HBC Financial Services
Washington
$86K 2,000 – –
GWP
248
Gen-Wealth Partners
Michigan
$83.1K 1,871 +1,871 New
OIA
249
Optimum Investment Advisors
Illinois
$82.3K 1,853 -50 -3%
TIM
250
Thompson Investment Management
Wisconsin
$79.9K 1,800 +1,800 New
8 9
10
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