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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 %
BWM
326
Baystate Wealth Management
Massachusetts
$6K -$39.9K -972 -87%
S
327
SignatureFD
Georgia
$5.93K – – –
AWM
328
AllSquare Wealth Management
New York
$5.17K – – –
GWS
329
Glassman Wealth Services
Virginia
$5.02K +$87 +2 +2%
BCMLT
330
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.82K – – –
BAAM
331
Baker Avenue Asset Management
California
$4.65K +$4.65K +106 New
FFA
332
Fairfield Financial Advisors
Massachusetts
$4.34K +$44 +1 +1%
MWM
333
MinichMacGregor Wealth Management
New York
$4.12K +$4.12K +94 New
UB
334
UMB Bank
Missouri
$4K -$3.92K -94 -49%
WPA
335
West Paces Advisors
Georgia
$3.77K – – –
AW
336
Avion Wealth
Texas
$3K – – –
PA
337
Parallel Advisors
California
$2.69K -$23.1K -524 -90%
PK
338
Pflug Koory
Nebraska
$1K – – –
MHR
339
Matthew Hamilton Rosenberg
$833 +$833 +19 New
HCM
340
Hollencrest Capital Management
California
$131 +$131 +3 New
LWANC
341
Laurel Wealth Advisors (North Carolina)
North Carolina
$88 +$88 +2 New
AF
342
Affiance Financial
Minnesota
$44 +$44 +1 New
WIM
343
Westside Investment Management
California
$24 – – –
BFIC
344
Bedell Frazier Investment Counselling
California
– -$11.1M -283,873 Closed
CIAS
345
CFS Investment Advisory Services
New Jersey
– -$1.13M -186,437 Closed
Renaissance Technologies
346
Renaissance Technologies
New York
– -$2.66M -67,900 Closed
HGERS
347
Householder Group Estate & Retirement Specialist
Arizona
– -$1.27M -32,509 Closed
Two Sigma Advisers
348
Two Sigma Advisers
New York
– -$774K -19,800 Closed
Millennium Management
349
Millennium Management
New York
– -$695K -17,761 Closed
HPC
350
HM Payson & Co
Maine
– -$325K -8,300 Closed
11 12 13
14
15