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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 %
VNA
276
Valley National Advisers
Pennsylvania
$11K +$117 +3 +1%
AIP
277
Ameritas Investment Partners
Nebraska
$9.99K – – –
PP
278
Pacifica Partners
Canada
$9.53K – – –
SFA
279
Semmax Financial Advisors
North Carolina
$8.99K +$8.99K +235 New
MRCM
280
M&R Capital Management
New Jersey
$8.9K – – –
AWM
281
Atticus Wealth Management
Florida
$8.23K -$8.74K -223 -52%
CHC
282
City Holding Co
West Virginia
$7.8K – – –
GCM
283
Gables Capital Management
Florida
$6.51K – – –
TAM
284
Townsend Asset Management
North Carolina
$5.88K – – –
BWM
285
Baystate Wealth Management
Massachusetts
$5.8K +$39 +1 +0.7%
MFT
286
Moisand Fitzgerald Tamayo
Florida
$4.82K -$87.6K -2,234 -95%
YDMI
287
Y.D. More Investments
Israel
$4.7K -$11.6K -295 -71%
GWS
288
Glassman Wealth Services
Virginia
$4.64K +$4.64K +118 New
AWM
289
AllSquare Wealth Management
New York
$4.62K – – –
BAAM
290
Baker Avenue Asset Management
California
$4.15K – – –
BCMLT
291
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.14K – – –
FFA
292
Fairfield Financial Advisors
Massachusetts
$4.02K +$39 +1 +1%
HT
293
Headlands Technologies
Illinois
$3.76K +$3.76K +96 New
AW
294
Avion Wealth
Texas
$3K – – –
CCM
295
Chilton Capital Management
Texas
$2.31K – – –
NC
296
NewSquare Capital
Pennsylvania
$2.23K – – –
AAP
297
Arax Advisory Partners
Colorado
$1.08K -$1.74K -45 -62%
JWM
298
Janiczek Wealth Management
Colorado
$1.02K +$1.02K +26 New
TFGT
299
TS Financial Group (TSFG)
Illinois
$1K -$1.75M -1,749 -100%
MHR
300
Matthew Hamilton Rosenberg
$745 – – –
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12
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