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

307 hedge funds and large institutions have $943M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 137 reducing their positions, and 33 closing their positions.

Holders
307
Holders Change
-8
Holders Change %
-2.54%
% of All Funds
4.9%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
27
Increased
79
Reduced
137
Closed
33
Calls
$3.69M
Puts
$4.12M
Net Calls
-$431K
Net Calls Change
-$2.66M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71.3M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.6M
3
IAIM
3
International Assets Investment Management
Florida
$6.67M
4
XF
4
XML Financial
Maryland
$9.21M
5
TPWM
5
Twelve Points Wealth Management
Massachusetts
$2.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$29.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$134M
3
SVCP
3
Silicon Valley Capital Partners
California
$8.13M
4
GS
4
GTS Securities
New York
$1.44M
5
LPL Financial
5
LPL Financial
California
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
26
Shilanski & Associates
Alaska
$8.29M +$255K +6,502 +3%
SVCP
27
Silicon Valley Capital Partners
California
$8.13M -$9.26M -236,365 -53%
DK
28
David Kennon
Florida
$7.63M +$53.8K +1,373 +0.7%
BCM
29
Brookstone Capital Management
Illinois
$7.4M -$377K -9,812 -5%
KFGK
30
Keystone Financial Group (Kentucky)
Kentucky
$6.81M +$261K +6,660 +4%
IAIM
31
International Assets Investment Management
Florida
$6.67M +$6.67M +190,710 New
LS
32
Leelyn Smith
Illinois
$6.42M +$223K +5,686 +4%
GB
33
Gunma Bank
Japan
$6.07M – – –
WA
34
Waverly Advisors
Alabama
$5.46M -$306K -7,819 -5%
PAG
35
Private Advisor Group
New Jersey
$5.45M -$1.08M -27,629 -17%
CAN
36
Cetera Advisor Networks
California
$5.35M -$349K -8,913 -6%
Truist Financial
37
Truist Financial
North Carolina
$5.23M -$847K -21,624 -14%
NCM
38
Northside Capital Management
Oregon
$5.21M – – –
FIS
39
Fischer Investment Strategies
California
$5.16M -$515K -13,140 -9%
AWM
40
AE Wealth Management
Kansas
$5.1M +$23.2K +592 +0.5%
GWM
41
Geneos Wealth Management
Colorado
$4.81M +$93.4K +2,382 +2%
FC
42
Fusion Capital
South Carolina
$4.56M -$274K -6,988 -6%
RFS
43
Retirement Financial Solutions
Tennessee
$4.52M -$88.6K -2,260 -2%
NA
44
NewEdge Advisors
Louisiana
$4.23M +$47.4K +1,209 +1%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$3.62M +$102K +2,604 +3%
CIAS
46
Capital Investment Advisory Services
North Carolina
$3.51M +$641K +16,351 +22%
AI
47
Atria Investments
North Carolina
$3.46M -$678K -17,306 -16%
FGA
48
Fortis Group Advisors
New Jersey
$3.38M +$200K +4,744 +6%
MML Investors Services
49
MML Investors Services
Massachusetts
$3.25M -$353K -9,002 -10%
N
50
Natixis
France
$3.23M -$320K -8,154 -9%
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