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

318 hedge funds and large institutions have $1.43B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 139 increasing their positions, 63 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+28
Holders Change %
+9.66%
% of All Funds
5.38%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
59
Increased
139
Reduced
63
Closed
30
Calls
$7.11M
Puts
$1.79M
Net Calls
+$5.32M
Net Calls Change
+$410K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$178M
2
Bank of America
Bank of America
North Carolina
$103M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$32.8M
4
OCM
One Capital Management
California
$33.2M
5
UBS Group
UBS Group
Switzerland
$61.3M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$24.4M
2
Financial Engines Advisors
Financial Engines Advisors
California
$52.9M
3
N
Natixis
France
$0
4
NA
NewEdge Advisors
Louisiana
$3.75M
5
BFS
Bard Financial Services
Connecticut
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$14M +$8.42M +190,657 +151%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$13.9M +$715K +16,205 +5%
TA
28
TrueWealth Advisors
Alabama
$13.6M +$5.89M +133,447 +76%
BFIC
29
Bedell Frazier Investment Counselling
California
$12.7M +$360K +8,155 +3%
IA
30
IFG Advisory
Georgia
$11.4M +$399K +9,044 +4%
SS
31
Simplicity Solutions
Minnesota
$10.3M -$413K -9,364 -4%
SA
32
Shilanski & Associates
Alaska
$9.45M -$107K -2,420 -1%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$9.34M +$1.69M +38,214 +22%
CS
34
Credit Suisse
Switzerland
$9.19M -$178K -4,024 -2%
AI
35
Atria Investments
North Carolina
$9.03M +$2.7M +61,106 +43%
CAWM
36
Capital Advisors Wealth Management
Washington
$8.44M +$8.1M +183,590 +2,394%
CA
37
Cetera Advisors
Colorado
$8.37M +$6.07M +137,503 +264%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$7.31M +$7.09M +160,690 +3,214%
CAN
39
Cetera Advisor Networks
California
$7.23M +$2.3M +52,104 +47%
AWM
40
AE Wealth Management
Kansas
$6.59M -$772K -17,478 -10%
CPA
41
Capital Planning Advisors
California
$6.45M +$6.45M +146,227 New
LS
42
Leelyn Smith
Illinois
$6.25M +$239K +5,417 +4%
GB
43
Gunma Bank
Japan
$5.96M +$5.96M +135,000 New
NCM
44
Northside Capital Management
Oregon
$5.87M – – –
GWM
45
Geneos Wealth Management
Colorado
$5.45M +$692K +15,475 +15%
NWM
46
NEIRG Wealth Management
Massachusetts
$5.34M +$5.34M +121,063 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$5.29M +$4.4M +99,638 +493%
LHWM
48
Lake Hills Wealth Management
Texas
$4.85M -$401K -9,083 -8%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$4.37M +$3.67M +83,236 +527%
FHA
50
Flagship Harbor Advisors
Massachusetts
$4.27M +$4.27M +96,653 New
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