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

305 hedge funds and large institutions have $1.19B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 86 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-13
Holders Change %
-4.09%
% of All Funds
5.27%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
36
Increased
121
Reduced
86
Closed
43
Calls
$8.12M
Puts
$1.68M
Net Calls
+$6.44M
Net Calls Change
+$1.12M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$35.5M
2
LPL Financial
LPL Financial
California
$74.9M
3
MPM
Meritage Portfolio Management
Kansas
$9.89M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$74M
5
Morgan Stanley
Morgan Stanley
New York
$163M

Top Sellers

1
OCM
One Capital Management
California
$3.23M
2
PP
Prudential plc
United Kingdom
$0
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$6.12M
4
AWM
Affinity Wealth Management
Delaware
$0
5
BCM
Brookstone Capital Management
Illinois
$9.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
276
Sargent Bickham Lagudis
Colorado
$14K +$14K +364 New
CTC
277
Central Trust Company
Missouri
$12K – – –
OPW
278
Oxler Private Wealth
New York
$11.7K +$79 +2 +0.7%
Bank of Montreal
279
Bank of Montreal
Ontario, Canada
$11.7K -$9.78K -226,027 -46%
CT
280
Cambridge Trust
Massachusetts
$11K – – –
CWA
281
Core Wealth Advisors
Florida
$11K – – –
PP
282
Pacifica Partners
Canada
$11K – – –
VNA
283
Valley National Advisers
Pennsylvania
$11K +$123 +3 +1%
AIP
284
Ameritas Investment Partners
Nebraska
$9K – – –
RCM
285
Raleigh Capital Management
North Carolina
$9K +$119 +3 +1%
WFA
286
Wipfli Financial Advisors
Wisconsin
$9K +$9K +221 New
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.8K – – –
CFO
288
CVA Family Office
Colorado
$8K – – –
AAP
289
Arax Advisory Partners
Colorado
$8K +$81 +2 +1%
SFA
290
Semmax Financial Advisors
North Carolina
$7K +$7K +152 New
UB
291
UMB Bank
Missouri
$7K +$7K +190 New
GCM
292
Gables Capital Management
Florida
$6K – – –
BCMLT
293
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K -$5.46K -120 -52%
AWM
294
AllSquare Wealth Management
New York
$5K – – –
S
295
SignatureFD
Georgia
$5K +$4.82K +130 +2,600%
AW
296
Avion Wealth
Texas
$4K – – –
GWS
297
Glassman Wealth Services
Virginia
$4K +$35 +1 +0.9%
FFA
298
Fairfield Financial Advisors
Massachusetts
$3.84K +$39 +1 +1%
WPA
299
West Paces Advisors
Georgia
$3.36K -$63.4K -1,622 -95%
LFGH
300
Lee Financial Group Hawaii
Hawaii
$925 +$69 +1,766 +8%
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12
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