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

305 hedge funds and large institutions have $1.19B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 86 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-13
Holders Change %
-4.09%
% of All Funds
5.27%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
36
Increased
121
Reduced
86
Closed
43
Calls
$8.12M
Puts
$1.68M
Net Calls
+$6.44M
Net Calls Change
+$1.12M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$35.5M
2
LPL Financial
LPL Financial
California
$74.9M
3
MPM
Meritage Portfolio Management
Kansas
$9.89M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$74M
5
Morgan Stanley
Morgan Stanley
New York
$163M

Top Sellers

1
OCM
One Capital Management
California
$3.23M
2
PP
Prudential plc
United Kingdom
$0
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$6.12M
4
AWM
Affinity Wealth Management
Delaware
$0
5
BCM
Brookstone Capital Management
Illinois
$9.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$10.5M +$3.04M +77,715 +41%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$10.1M -$2.59M -66,319 -20%
DK
28
David Kennon
Florida
$9.95M +$9.95M +254,431 New
MPM
29
Meritage Portfolio Management
Kansas
$9.89M +$8.57M +219,182 +651%
BCM
30
Brookstone Capital Management
Illinois
$9.28M -$17M -435,090 -65%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$9.02M +$776K +19,841 +9%
SS
32
Simplicity Solutions
Minnesota
$8.93M -$173K -4,413 -2%
IA
33
IFG Advisory
Georgia
$7.76M -$2.35M -60,130 -23%
AI
34
Atria Investments
North Carolina
$7.75M -$248K -6,347 -3%
CPA
35
Capital Planning Advisors
California
$6.64M +$916K +23,428 +16%
CAN
36
Cetera Advisor Networks
California
$6.53M +$126K +3,227 +2%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$6.12M -$23M -587,290 -79%
NWM
38
NEIRG Wealth Management
Massachusetts
$5.92M +$1.18M +30,177 +25%
MML Investors Services
39
MML Investors Services
Massachusetts
$5.83M +$3.09M +78,880 +112%
LS
40
Leelyn Smith
Illinois
$5.71M +$173K +4,417 +3%
P
41
Palladiem
Pennsylvania
$5.39M +$2.3M +58,844 +74%
GB
42
Gunma Bank
Japan
$5.28M – – –
NCM
43
Northside Capital Management
Oregon
$5.2M – – –
GWM
44
Geneos Wealth Management
Colorado
$5.03M +$267K +6,817 +6%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$5.03M +$345K +8,833 +7%
AWM
46
AE Wealth Management
Kansas
$4.45M -$1.39M -35,606 -24%
FC
47
Fusion Capital
South Carolina
$4.35M +$4.35M +111,276 New
FFWM
48
Future Financial Wealth Management
Ohio
$4.21M +$4.21M +95,469 New
CS
49
Credit Suisse
Switzerland
$4.2M -$3.94M -100,761 -48%
Jane Street
50
Jane Street
New York
$3.48M +$2.86M +73,052 +456%
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