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

344 hedge funds and large institutions have $2.72B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 133 increasing their positions, 82 reducing their positions, and 26 closing their positions.

Holders
344
Holders Change
+39
Holders Change %
+12.79%
% of All Funds
5.55%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
69
Increased
133
Reduced
82
Closed
26
Calls
$6.92M
Puts
$1.14M
Net Calls
+$5.78M
Net Calls Change
-$656K

Top Buyers

1
SVCP
1
Silicon Valley Capital Partners
California
$15.8M
2
Ameriprise
2
Ameriprise
Minnesota
$53.7M
3
LPL Financial
3
LPL Financial
California
$97.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$28M
5
Bank of America
5
Bank of America
North Carolina
$102M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$66.9M
2
BFIC
2
Bedell Frazier Investment Counselling
California
$0
3
MPM
3
Meritage Portfolio Management
Kansas
$6.79M
4
UBS Group
4
UBS Group
Switzerland
$40.8M
5
Invesco
5
Invesco
Georgia
$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$12.7M +$1.47M +33,524 +13%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$12.6M +$27.1K +618 +0.2%
BCM
28
Brookstone Capital Management
Illinois
$12.2M +$1.5M +33,123 +14%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$11.3M -$588K -13,427 -5%
DK
30
David Kennon
Florida
$11.2M -$219 -5 -0%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$10.7M +$581K +13,248 +6%
AI
32
Atria Investments
North Carolina
$10M +$1.32M +30,186 +15%
SA
33
Shilanski & Associates
Alaska
$8.59M +$8.59M +195,889 New
IA
34
IFG Advisory
Georgia
$8.45M -$247K -5,630 -3%
MML Investors Services
35
MML Investors Services
Massachusetts
$7.6M +$1.06M +24,246 +16%
NWM
36
NEIRG Wealth Management
Massachusetts
$7.54M +$915K +20,869 +14%
CAN
37
Cetera Advisor Networks
California
$7.47M +$151K +3,456 +2%
SS
38
Simplicity Solutions
Minnesota
$7.03M -$2.98M -68,030 -30%
LS
39
Leelyn Smith
Illinois
$7.01M +$607K +13,860 +9%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$6.87M +$13K +297 +0.2%
MPM
41
Meritage Portfolio Management
Kansas
$6.79M -$4.3M -98,051 -39%
CPA
42
Capital Planning Advisors
California
$6.52M -$916K -20,893 -12%
KAS
43
Kestra Advisory Services
Texas
$6.24M +$3.79M +86,547 +155%
KFGK
44
Keystone Financial Group (Kentucky)
Kentucky
$6.14M +$6.14M +140,058 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$6.05M +$406K +9,256 +7%
P
46
Palladiem
Pennsylvania
$5.93M -$110K -2,519 -2%
GB
47
Gunma Bank
Japan
$5.92M – – –
NCM
48
Northside Capital Management
Oregon
$5.82M – – –
WA
49
Waverly Advisors
Alabama
$5.48M +$5.48M +125,126 New
GWM
50
Geneos Wealth Management
Colorado
$5.32M -$319K -7,274 -6%
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