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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$59.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.76M
3
SVCP
3
Silicon Valley Capital Partners
California
$0
4
KFGK
4
Keystone Financial Group (Kentucky)
Kentucky
$0
5
IAIM
5
International Assets Investment Management
Florida
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIM
326
Orca Investment Management
Oregon
– -$331K -8,456 Closed
GLA
327
Good Life Advisors
Pennsylvania
– -$309K -7,880 Closed
IWM
328
Iams Wealth Management
Nebraska
– -$270K -6,889 Closed
VA
329
Valmark Advisers
Ohio
– -$228K -5,823 Closed
SG
330
StoneX Group
New York
– -$221K -5,639 Closed
FCT
331
First Community Trust
Iowa
– -$215K -5,490 Closed
Corient Private Wealth
332
Corient Private Wealth
Florida
– -$213K -5,446 Closed
Koshinski Asset Management
333
Koshinski Asset Management
Illinois
– -$211K -5,390 Closed
SFA
334
Sequoia Financial Advisors
Ohio
– -$210K -5,361 Closed
LSIA
335
LaSalle St. Investment Advisors
Illinois
– -$209K -5,356 Closed
JIR
336
James Investment Research
Ohio
– -$205K -5,222 Closed
AGA
337
Arkos Global Advisors
Texas
– -$204K -5,211 Closed
CA
338
Continuum Advisory
Idaho
– -$202K -5,153 Closed
APC
339
Aspire Private Capital
North Carolina
– -$76.2K -1,945 Closed
CIA
340
Choate Investment Advisors
Massachusetts
– -$52.9K -1,350 Closed
Simplex Trading
341
Simplex Trading
Illinois
– -$51K -1,305 Closed
BFPW
342
BOK Financial Private Wealth
Colorado
– -$39.6K -1,010 Closed
AFG
343
Albion Financial Group
Utah
– -$33.3K -850 Closed
MTIC
344
Missouri Trust & Investment Company
Missouri
– -$11.8K -300 Closed
AWM
345
Atticus Wealth Management
Florida
– -$8.23K -210 Closed
BAAM
346
Baker Avenue Asset Management
California
– -$4.15K -106 Closed
HT
347
Headlands Technologies
Illinois
– -$3.76K -96 Closed
MIM
348
Macroview Investment Management
Maryland
– -$79 -2 Closed
LWANC
349
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$79 -2 Closed
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