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

312 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+5
Holders Change %
+1.63%
% of All Funds
4.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
48
Increased
89
Reduced
118
Closed
38
Calls
$3.75M
Puts
$958K
Net Calls
+$2.8M
Net Calls Change
+$3.23M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$262M
2
WA
2
Win Advisors
Florida
$15.8M
3
AF
3
Allworth Financial
California
$11.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$57.1M
5
Stifel Financial
5
Stifel Financial
Missouri
$13.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$59.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.76M
3
SVCP
3
Silicon Valley Capital Partners
California
$0
4
KFGK
4
Keystone Financial Group (Kentucky)
Kentucky
$0
5
IAIM
5
International Assets Investment Management
Florida
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$8.93M -$3.61M -85,034 -29%
DK
27
David Kennon
Florida
$8.28M +$22.4K +528 +0.3%
BCM
28
Brookstone Capital Management
Illinois
$7.2M -$958K -22,592 -12%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$7.08M -$4.79M -112,959 -40%
XF
30
XML Financial
Maryland
$6.95M -$3.02M -71,108 -30%
LS
31
Leelyn Smith
Illinois
$6.54M -$414K -9,751 -6%
PAG
32
Private Advisor Group
New Jersey
$5.99M +$94.8K +2,236 +2%
AWM
33
AE Wealth Management
Kansas
$5.9M +$388K +9,168 +7%
NCM
34
Northside Capital Management
Oregon
$5.64M – – –
GB
35
Gunma Bank
Japan
$5.51M -$1.06M -25,000 -16%
RFS
36
Retirement Financial Solutions
Tennessee
$5.22M +$329K +7,762 +7%
Truist Financial
37
Truist Financial
North Carolina
$5.22M -$444K -10,469 -8%
FC
38
Fusion Capital
South Carolina
$4.84M -$98.2K -2,315 -2%
NA
39
NewEdge Advisors
Louisiana
$4.69M +$136K +3,236 +3%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$4.02M +$102K +2,407 +3%
Citadel Advisors
41
Citadel Advisors
Florida
$3.86M +$605K +14,266 +19%
GWM
42
Geneos Wealth Management
Colorado
$3.81M -$1.4M -32,955 -27%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$3.78M +$2.71M +63,856 +252%
CIAS
44
Capital Investment Advisory Services
North Carolina
$3.75M -$44.3K -1,045 -1%
N
45
Natixis
France
$3.42M -$75K -1,769 -2%
FGA
46
Fortis Group Advisors
New Jersey
$3.38M – – –
OC
47
Oppenheimer & Co
New York
$3.27M +$242K +5,709 +8%
BI
48
Bramshill Investments
Florida
$3.26M +$3.26M +76,804 New
MML Investors Services
49
MML Investors Services
Massachusetts
$3.17M -$338K -7,976 -10%
AI
50
Atria Investments
North Carolina
$3.02M -$730K -17,223 -19%
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