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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
+$13.8M
2
LPL Financial
LPL Financial
California
+$9.64M
3
MPM
Meritage Portfolio Management
Kansas
+$8.57M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.98M
5
Morgan Stanley
Morgan Stanley
New York
+$5.74M

Top Sellers

1
OCM
One Capital Management
California
-$26.1M
2
PP
Prudential plc
United Kingdom
-$26.1M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$23M
4
AWM
Affinity Wealth Management
Delaware
-$17.3M
5
BCM
Brookstone Capital Management
Illinois
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
301
First Heartland Consultants
Missouri
$309 -$16 -411 -5%
AWM
302
Abound Wealth Management
Tennessee
$40 +$40 +1 New
WIM
303
Westside Investment Management
California
$21 – – –
PP
304
Prudential plc
United Kingdom
– -$26.1M -591,900 Closed
AWM
305
Affinity Wealth Management
Delaware
– -$17.3M -393,636 Closed
SA
306
Shilanski & Associates
Alaska
– -$9.45M -214,058 Closed
LHWM
307
Lake Hills Wealth Management
Texas
– -$4.85M -109,856 Closed
FHA
308
Flagship Harbor Advisors
Massachusetts
– -$4.27M -96,653 Closed
LAM
309
LFS Asset Management
California
– -$3.35M -75,861 Closed
HCM
310
Howard Capital Management
Georgia
– -$2.18M -49,474 Closed
SWM
311
SFG Wealth Management
Maryland
– -$2.07M -46,941 Closed
SWA
312
Stratos Wealth Advisors
Ohio
– -$1.21M -27,296 Closed
Two Sigma Investments
313
Two Sigma Investments
New York
– -$1.09M -24,700 Closed
CAM
314
Cresset Asset Management
Illinois
– -$981K -22,228 Closed
WAP
315
Wealthcare Advisory Partners
Pennsylvania
– -$948K -21,478 Closed
EFS
316
Econ Financial Services
Pennsylvania
– -$578K -13,096 Closed
GCA
317
Greenwood Capital Associates
South Carolina
– -$481K -10,887 Closed
HF
318
HRT Financial
New York
– -$376K -8,530 Closed
WPW
319
Warther Private Wealth
Ohio
– -$271K -6,056 Closed
BCP
320
Berkeley Capital Partners
Georgia
– -$262K -5,927 Closed
EWA
321
EP Wealth Advisors
California
– -$254K -5,764 Closed
AWA
322
Arkadios Wealth Advisors
Georgia
– -$247K -5,591 Closed
HT
323
Heritage Trust
Oklahoma
– -$243K -5,511 Closed
RJT
324
Raymond James Trust
Florida
– -$241K -5,478 Closed
WS
325
Wedbush Securities
California
– -$232K -5,267 Closed
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