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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 %
AC
76
AlphaCore Capital
California
$1.21M +$58.9K +1,504 +5%
SWP
77
Stratos Wealth Partners
Ohio
$1.19M -$81.2K -2,071 -6%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$1.19M -$728K -18,588 -38%
PA
79
Parallel Advisors
California
$1.19M +$108K +2,743 +10%
PP
80
Patten & Patten
Tennessee
$1.16M -$45.1K -1,150 -4%
SPC
81
Sigma Planning Corp
Michigan
$1.16M -$121K -3,098 -9%
IRC
82
Investors Research Corp
Georgia
$1.16M -$212K -5,402 -15%
RFN
83
RDA Financial Network
Iowa
$1.15M -$28.8K -734 -2%
CS
84
Comerica Securities
Michigan
$1.05M +$77.9K +1,988 +8%
Prudential Financial
85
Prudential Financial
New Jersey
$1.04M +$231K +5,901 +29%
CW
86
CreativeOne Wealth
Kansas
$1.03M -$1.45M -36,916 -58%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$1.01M -$53K -1,354 -5%
SFWA
88
Summit Financial Wealth Advisors
Louisiana
$1M -$327K -8,408 -25%
RW
89
RVW Wealth
California
$996K – – –
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$991K +$991K +25,294 New
Citigroup
91
Citigroup
New York
$962K -$20.6K -525 -2%
MAM
92
McLean Asset Management
Virginia
$955K – – –
JWCA
93
J.W. Cole Advisors
Florida
$938K -$216K -5,518 -19%
SIM
94
Stratos Investment Management
Ohio
$930K +$354K +9,030 +61%
IWC
95
Integrated Wealth Concepts
Massachusetts
$899K -$19.3K -493 -2%
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$878K +$878K +22,402 New
MFG
97
Magnus Financial Group
New York
$872K +$10.5K +267 +1%
EAM
98
Empirical Asset Management
Massachusetts
$845K -$476K -12,151 -36%
MA
99
Mutual Advisors
Nebraska
$835K +$83.5K +2,131 +11%
CJFS
100
Coulter & Justus Financial Services
Tennessee
$831K +$831K +21,213 New
2 3
4
5 6