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

312 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+5
Holders Change %
+1.63%
% of All Funds
4.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
48
Increased
89
Reduced
118
Closed
38
Calls
$3.75M
Puts
$958K
Net Calls
+$2.8M
Net Calls Change
+$3.23M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$262M
2
WA
Win Advisors
Florida
$15.8M
3
AF
Allworth Financial
California
$11.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$57.1M
5
Stifel Financial
Stifel Financial
Missouri
$13.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$59.4M
2
HighTower Advisors
HighTower Advisors
Illinois
$1.76M
3
SVCP
Silicon Valley Capital Partners
California
$0
4
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$0
5
IAIM
International Assets Investment Management
Florida
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
301
NewSquare Capital
Pennsylvania
$2.42K – – –
AAP
302
Arax Advisory Partners
Colorado
$1.18K – – –
JWM
303
Janiczek Wealth Management
Colorado
$1.1K – – –
LFG
304
Larson Financial Group
Missouri
$1.06K +$1.06K +25 New
MHR
305
Matthew Hamilton Rosenberg
$806 – – –
DFA
306
DHJJ Financial Advisors
Illinois
$467 – – –
S
307
SignatureFD
Georgia
$234 +$39 +1 +20%
AEPWM
308
Atlantic Edge Private Wealth Management
Florida
$185 +$185 +4 New
HCM
309
Hollencrest Capital Management
California
$127 – – –
FRA
310
Front Row Advisors
California
$127 – – –
SFA
311
Semmax Financial Advisors
North Carolina
$53 -$12.4K -234 -100%
SVCP
312
Silicon Valley Capital Partners
California
– -$8.13M -207,520 Closed
KFGK
313
Keystone Financial Group (Kentucky)
Kentucky
– -$6.81M -173,858 Closed
WA
314
Waverly Advisors
Alabama
– -$5.46M -139,379 Closed
FIS
315
Fischer Investment Strategies
California
– -$5.16M -131,589 Closed
TPWM
316
Twelve Points Wealth Management
Massachusetts
– -$2.4M -61,129 Closed
EP
317
Eudaimonia Partners
Tennessee
– -$1.6M -40,727 Closed
Goldman Sachs
318
Goldman Sachs
New York
– -$1.36M -34,827 Closed
WC
319
Wexford Capital
Florida
– -$756K -19,289 Closed
Mitsubishi UFJ Asset Management
320
Mitsubishi UFJ Asset Management
Japan
– -$635K -16,200 Closed
AWA
321
Alta Wealth Advisors
Massachusetts
– -$488K -12,450 Closed
RFC
322
Regions Financial Corp
Alabama
– -$481K -12,283 Closed
Lazard Asset Management
323
Lazard Asset Management
New York
– -$465K -11,867 Closed
NFC
324
Northeast Financial Consultants
Connecticut
– -$426K -10,869 Closed
PWM
325
Peterson Wealth Management
Nevada
– -$403K -10,271 Closed
10 11 12
13
14