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

332 hedge funds and large institutions have $1.32B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 119 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-12
Holders Change %
-3.49%
% of All Funds
5.31%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
36
Increased
106
Reduced
119
Closed
39
Calls
$6.04M
Puts
$1.36M
Net Calls
+$4.69M
Net Calls Change
-$1.09M

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$31.5M
2
Franklin Resources
2
Franklin Resources
California
$28.6M
3
EH
3
Equitable Holdings
New York
$9.89M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$17.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$30.9M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$7.47M
2
Bank of America
2
Bank of America
North Carolina
$81.9M
3
Ameriprise
3
Ameriprise
Minnesota
$36.6M
4
CAWM
4
Capital Advisors Wealth Management
Washington
$2.36M
5
RJA
5
Raymond James & Associates
Florida
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
326
Fairfield Financial Advisors
Massachusetts
$4.17K +$42 +1 +1%
AW
327
Avion Wealth
Texas
$4K – – –
MHR
328
Matthew Hamilton Rosenberg
$802 – – –
PK
329
Pflug Koory
Nebraska
$507 – – –
HCM
330
Hollencrest Capital Management
California
$127 – – –
LWANC
331
Laurel Wealth Advisors (North Carolina)
North Carolina
$85 – – –
SA
332
Shilanski & Associates
Alaska
– -$8.59M -195,889 Closed
FCAG
333
First Capital Advisors Group
New Jersey
– -$3.02M -68,882 Closed
SIA
334
SkyView Investment Advisors
New Jersey
– -$3.02M -68,882 Closed
BWM
335
BlackDiamond Wealth Management
New York
– -$1.78M -39,566 Closed
ONB
336
Old National Bancorp
Indiana
– -$1.34M -30,603 Closed
AT
337
Arden Trust
Delaware
– -$1.33M -30,452 Closed
CF
338
Copperwynd Financial
Arizona
– -$1.15M -26,325 Closed
Qube Research & Technologies (QRT)
339
Qube Research & Technologies (QRT)
United Kingdom
– -$1.09M -24,841 Closed
CFG
340
Carr Financial Group
Massachusetts
– -$878K -20,032 Closed
SG
341
StoneX Group
New York
– -$436K -9,938 Closed
KOMWMG
342
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$380K -8,671 Closed
Two Sigma Investments
343
Two Sigma Investments
New York
– -$377K -8,600 Closed
CI
344
CX Institutional
Indiana
– -$353K -8,047 Closed
WA
345
WESPAC Advisors
California
– -$273K -6,232 Closed
AWM
346
Aprio Wealth Management
Georgia
– -$266K -6,080 Closed
Rockefeller Capital Management
347
Rockefeller Capital Management
New York
– -$256K -5,859 Closed
SI
348
Stephens Inc
Arkansas
– -$252K -5,743 Closed
SIAG
349
Safeguard Investment Advisory Group
California
– -$235K -5,356 Closed
RF
350
Rollins Financial
Georgia
– -$228K -5,212 Closed
11 12 13
14
15