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

309 hedge funds and large institutions have $957M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 112 reducing their positions, and 36 closing their positions.

Holders
309
Holders Change
-3
Holders Change %
-0.96%
% of All Funds
4.48%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
40
Increased
91
Reduced
112
Closed
36
Calls
$4.47M
Puts
$608K
Net Calls
+$3.86M
Net Calls Change
+$1.06M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.1M
2
ACM
2
Absolute Capital Management
Pennsylvania
$6.34M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.45M
4
AWE
4
Avidian Wealth Enterprises
Texas
$19.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.77M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
WA
2
Win Advisors
Florida
$425K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$48.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
326
IFG Advisory
Georgia
– – -6,220 Closed
M&T Bank
327
M&T Bank
New York
– – -5,672 Closed
PFA
328
Pinnacle Family Advisors
Missouri
– – -5,549 Closed
Northern Trust
329
Northern Trust
Illinois
– – -5,299 Closed
STB
330
S&T Bank
Pennsylvania
– – -4,949 Closed
BA
331
Brightwater Advisory
Florida
– – -4,891 Closed
Wealthfront Advisers
332
Wealthfront Advisers
California
– – -4,890 Closed
CAPTRUST Financial Advisors
333
CAPTRUST Financial Advisors
North Carolina
– – -4,775 Closed
OP
334
ORG Partners
Indiana
– – -4,500 Closed
CW
335
Cooksen Wealth
Texas
– – -2,172 Closed
SIS
336
Sound Income Strategies
Florida
– – -994 Closed
TWM
337
Tradition Wealth Management
Minnesota
– – -606 Closed
TVAMP
338
Tennessee Valley Asset Management Partners
Tennessee
– – -412 Closed
PVH
339
Psagot Value Holdings
Israel
– – -303 Closed
AA
340
Ancora Advisors
Ohio
– – -268 Closed
MRCM
341
M&R Capital Management
New Jersey
– – -227 Closed
BWP
342
Baldwin Wealth Partners
Massachusetts
– – -219 Closed
AFWM
343
Abich Financial Wealth Management
Virginia
– – -170 Closed
FRA
344
Front Row Advisors
California
– – -3 Closed
SFA
345
Semmax Financial Advisors
North Carolina
– – -1 Closed
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