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

332 hedge funds and large institutions have $1.32B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 119 reducing their positions, and 39 closing their positions.

Holders
332
Holders Change
-12
Holders Change %
-3.49%
% of All Funds
5.31%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
36
Increased
106
Reduced
119
Closed
39
Calls
$6.04M
Puts
$1.36M
Net Calls
+$4.69M
Net Calls Change
-$1.09M

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$31.5M
2
Franklin Resources
2
Franklin Resources
California
$28.6M
3
EH
3
Equitable Holdings
New York
$9.89M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$17.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$30.9M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$7.47M
2
Bank of America
2
Bank of America
North Carolina
$81.9M
3
Ameriprise
3
Ameriprise
Minnesota
$36.6M
4
CAWM
4
Capital Advisors Wealth Management
Washington
$2.36M
5
RJA
5
Raymond James & Associates
Florida
$21.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$13.5M 319,698 +32,721 +11%
EH
27
Equitable Holdings
New York
$9.89M 234,355 +155,058 +196%
BCM
28
Brookstone Capital Management
Illinois
$9.88M 230,956 -39,923 -15%
IA
29
IFG Advisory
Georgia
$8.24M 195,127 +2,284 +1%
NWM
30
NEIRG Wealth Management
Massachusetts
$8.1M 191,998 +19,889 +12%
DK
31
David Kennon
Florida
$8.05M 190,774 -63,652 -25%
CAN
32
Cetera Advisor Networks
California
$7.56M 179,044 +8,565 +5%
Stifel Financial
33
Stifel Financial
Missouri
$7.47M 177,087 -460,924 -72%
LS
34
Leelyn Smith
Illinois
$6.92M 163,922 +3,989 +2%
MML Investors Services
35
MML Investors Services
Massachusetts
$6.91M 163,688 -9,664 -6%
CA
36
Cetera Advisors
Colorado
$6.9M 163,511 -128,774 -44%
LHWM
37
Lake Hills Wealth Management
Texas
$6.37M 150,861 +115,368 +325%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$6.09M 144,251 +6,304 +5%
WA
39
Waverly Advisors
Alabama
$5.71M 135,307 +10,181 +8%
GB
40
Gunma Bank
Japan
$5.7M 135,000 – –
CPA
41
Capital Planning Advisors
California
$5.63M 133,422 -15,340 -10%
NCM
42
Northside Capital Management
Oregon
$5.61M 132,885 – –
AI
43
Atria Investments
North Carolina
$5.35M 126,806 -101,535 -44%
AWM
44
AE Wealth Management
Kansas
$5.19M 122,920 +8,719 +8%
P
45
Palladiem
Pennsylvania
$5.15M 121,942 -13,428 -10%
FC
46
Fusion Capital
South Carolina
$5.14M 121,833 +2,558 +2%
GWM
47
Geneos Wealth Management
Colorado
$4.68M 110,915 -10,538 -9%
RFS
48
Retirement Financial Solutions
Tennessee
$4.59M 108,741 +12,154 +13%
XF
49
XML Financial
Maryland
$4.59M 108,733 +108,733 New
SS
50
Simplicity Solutions
Minnesota
$4.56M 108,019 -52,354 -33%
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