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

344 hedge funds and large institutions have $2.72B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 133 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+39
Holders Change %
+12.79%
% of All Funds
5.55%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
69
Increased
133
Reduced
82
Closed
26
Calls
$6.92M
Puts
$1.14M
Net Calls
+$5.78M
Net Calls Change
-$656K

Top Buyers

1
SVCP
1
Silicon Valley Capital Partners
California
$15.8M
2
Ameriprise
2
Ameriprise
Minnesota
$53.7M
3
LPL Financial
3
LPL Financial
California
$97.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$28M
5
Bank of America
5
Bank of America
North Carolina
$102M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$66.9M
2
BFIC
2
Bedell Frazier Investment Counselling
California
$0
3
MPM
3
Meritage Portfolio Management
Kansas
$6.79M
4
UBS Group
4
UBS Group
Switzerland
$40.8M
5
Invesco
5
Invesco
Georgia
$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
301
Blue Trust Inc
Georgia
$23K – – –
SCA
302
Stonebridge Capital Advisors
Minnesota
$22.5K +$219 +5 +1%
CFD
303
Creative Financial Designs
Indiana
$21.9K – – –
1832 Asset Management
304
1832 Asset Management
Ontario, Canada
$17.5K +$17.5K +400 New
EWA
305
EverSource Wealth Advisors
Alabama
$17.5K +$17.5K +400 New
AAMA
306
Advanced Asset Management Advisors
Ohio
$16.2K +$16.2K +370 New
SBL
307
Sargent Bickham Lagudis
Colorado
$16K – – –
CTC
308
Central Trust Company
Missouri
$13.1K – – –
USCWA
309
U.S. Capital Wealth Advisors
Texas
$13.1K +$13.1K +300 New
YDMI
310
Y.D. More Investments
Israel
$13K +$13K +295 New
CWA
311
Core Wealth Advisors
Florida
$12.8K – – –
CT
312
Cambridge Trust
Massachusetts
$12K – – –
VNA
313
Valley National Advisers
Pennsylvania
$12K +$132 +3 +1%
FCA
314
Fortis Capital Advisors
Kansas
$11.4K +$11.4K +259 New
AIP
315
Ameritas Investment Partners
Nebraska
$11.2K – – –
PP
316
Pacifica Partners
Canada
$11.1K – – –
RCM
317
Raleigh Capital Management
North Carolina
$10K +$88 +2 +0.9%
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.86K – – –
CP
319
Castleview Partners
Texas
$9.73K +$9.73K +222 New
CFO
320
CVA Family Office
Colorado
$8.77K – – –
AAP
321
Arax Advisory Partners
Colorado
$8.74K +$88 +2 +1%
NC
322
NewSquare Capital
Pennsylvania
$8.68K +$8.68K +198 New
GCM
323
Gables Capital Management
Florida
$7.28K – – –
SFA
324
Semmax Financial Advisors
North Carolina
$7K +$46 +1 +0.7%
TAM
325
Townsend Asset Management
North Carolina
$6.57K -$36.9K -841 -85%
11 12
13
14 15