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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 %
AssetMark Inc
301
AssetMark Inc
California
$666 +$666 +17 New
DFA
302
DHJJ Financial Advisors
Illinois
$432 +$432 +11 New
S
303
SignatureFD
Georgia
$214 -$5.56K -130 -96%
FRA
304
Front Row Advisors
California
$118 – – –
HCM
305
Hollencrest Capital Management
California
$118 – – –
MIM
306
Macroview Investment Management
Maryland
$79 – – –
LWANC
307
Laurel Wealth Advisors (North Carolina)
North Carolina
$79 – – –
LHWM
308
Lake Hills Wealth Management
Texas
– -$4.1M -99,151 Closed
SC
309
Scotia Capital
Ontario, Canada
– -$2.71M -65,622 Closed
HSBC Holdings
310
HSBC Holdings
United Kingdom
– -$2.5M -60,699 Closed
BAM
311
BTS Asset Management
Massachusetts
– -$3.14M -50,001 Closed
BFS
312
Bard Financial Services
Connecticut
– -$1.9M -45,900 Closed
AWA
313
ARQ Wealth Advisors
Arizona
– -$1.58M -38,305 Closed
TCM
314
Traynor Capital Management
Pennsylvania
– -$948K -22,920 Closed
AWM
315
Apollon Wealth Management
South Carolina
– -$587K -14,203 Closed
CFO
316
Collective Family Office
Pennsylvania
– -$521K -12,600 Closed
FTUS
317
Flow Traders U.S.
New York
– -$470K -11,357 Closed
CA
318
Calton & Associates
Florida
– -$407K -9,848 Closed
Cerity Partners
319
Cerity Partners
New York
– -$363K -8,772 Closed
NFG
320
Nations Financial Group
Iowa
– -$357K -8,645 Closed
PMG
321
ProVise Management Group
Florida
– -$291K -7,040 Closed
FFWM
322
Future Financial Wealth Management
Ohio
– -$273K -6,602 Closed
PA
323
PFG Advisors
Arizona
– -$230K -5,572 Closed
AWA
324
Arkadios Wealth Advisors
Georgia
– -$211K -5,104 Closed
SWA
325
Sax Wealth Advisors
New Jersey
– -$207K -5,000 Closed
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13
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