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

355 hedge funds and large institutions have $1.93B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 124 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+22
Holders Change %
+6.61%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
56
Increased
124
Reduced
100
Closed
25
Calls
$2.3M
Puts
$923K
Net Calls
+$1.37M
Net Calls Change
-$2.31M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$773M
2
LPL Financial
LPL Financial
California
$110M
3
Stifel Financial
Stifel Financial
Missouri
$19.9M
4
FCM
Fourpath Capital Management
Oklahoma
$13.8M
5
Ameriprise
Ameriprise
Minnesota
$34M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$19.7M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.38M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$32.4M
5
UBS Group
UBS Group
Switzerland
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
251
Money Concepts Capital
Florida
$205K +$3.04K +63 +2%
FHA
252
Flagship Harbor Advisors
Massachusetts
$205K +$48 +1 +0%
ACM
253
Armbruster Capital Management
New York
$204K -$483 -10 -0.2%
AFC
254
AFT Forsyth & Company
Florida
$200K -$12.6K -260 -6%
PP
255
PDS Planning
Ohio
$198K +$338 +7 +0.2%
HI
256
Harbour Investments
Wisconsin
$197K -$7.15K -148 -4%
IA
257
IFP Advisors
Florida
$192K +$103K +2,136 +116%
GT
258
Glenmede Trust
Pennsylvania
$183K – – –
ACA
259
Aptus Capital Advisors
Alabama
$178K +$6.92K +143 +4%
AAP
260
Arax Advisory Partners
Colorado
$162K +$160K +3,319 +12,765%
Deutsche Bank
261
Deutsche Bank
Germany
$160K -$18.8K -389 -11%
OW
262
Olistico Wealth
Oklahoma
$153K -$773 -16 -0.5%
CAL
263
Capital Advisors Ltd
Ohio
$150K -$23K -475 -13%
William Blair & Company
264
William Blair & Company
Illinois
$139K -$7.2K -149 -5%
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$132K – – –
US Bancorp
266
US Bancorp
Minnesota
$130K +$14.8K +306 +13%
CWM
267
Consultiva Wealth Management
Puerto Rico
$124K – – –
PFT
268
Providence First Trust
Arizona
$121K +$121K +2,500 New
RFA
269
Register Financial Advisors
Georgia
$120K – – –
AWM
270
AE Wealth Management
Kansas
$119K +$119K +2,455 New
GWSG
271
GPS Wealth Strategies Group
Colorado
$116K -$38.2K -791 -25%
PS
272
Principal Securities
Iowa
$115K +$580 +12 +0.5%
AF
273
Advisornet Financial
Minnesota
$110K – – –
PWM
274
Provident Wealth Management
Tennessee
$107K -$676 -14 -0.6%
CFGS
275
Concourse Financial Group Securities
Alabama
$106K -$17.2K -355 -14%
9 10
11
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