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

333 hedge funds and large institutions have $1.15B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 94 reducing their positions, and 22 closing their positions.

Holders
333
Holders Change
+31
Holders Change %
+10.26%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
55
Increased
114
Reduced
94
Closed
22
Calls
$4.4M
Puts
$723K
Net Calls
+$3.68M
Net Calls Change
+$869K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$32.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$148M
3
B
3
Barings
North Carolina
$22.9M
4
WAS
4
WESPAC Advisors SoCal
California
$13.4M
5
Ameriprise
5
Ameriprise
Minnesota
$29.6M

Top Sellers

1
CI
1
Clal Insurance
Israel
$4.1M
2
DS
2
DRW Securities
Illinois
$0
3
PG
3
Prostatis Group
Maryland
$1.05M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$715K
5
GB
5
Gunma Bank
Japan
$7.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
76
Lynx Investment Advisory
District of Columbia
$1.82M +$16K +316 +0.9%
PTC
77
Private Trust Company
Ohio
$1.77M +$908K +17,958 +105%
SOS
78
Silver Oak Securities
Tennessee
$1.74M +$1.74M +34,584 New
VAM
79
Verity Asset Management
North Carolina
$1.68M +$1.68M +33,143 New
Citigroup
80
Citigroup
New York
$1.6M +$1.25M +24,647 +349%
HighTower Advisors
81
HighTower Advisors
Illinois
$1.55M -$382K -7,551 -20%
PP
82
Patten & Patten
Tennessee
$1.55M -$31.6K -625 -2%
LI
83
LMCG Investments
Massachusetts
$1.45M +$94.3K +1,864 +7%
MPM
84
Meritage Portfolio Management
Kansas
$1.42M -$14.5K -287 -1%
RFN
85
RDA Financial Network
Iowa
$1.4M -$67K -1,325 -5%
WA
86
Waverly Advisors
Alabama
$1.35M -$219K -4,336 -14%
PEA
87
Park Edge Advisors
Ohio
$1.32M +$173K +3,429 +15%
NWWA
88
New Wave Wealth Advisors
Arkansas
$1.29M +$40.5K +800 +3%
HOWA
89
Heritage Oak Wealth Advisors
Florida
$1.29M +$1.29M +25,583 New
CCP
90
Clarity Capital Partners
California
$1.26M -$354 -7 -0%
PWM
91
Perigon Wealth Management
California
$1.25M +$35.8K +707 +3%
SFWA
92
Summit Financial Wealth Advisors
Louisiana
$1.22M -$809 -16 -0.1%
PA
93
Parallel Advisors
California
$1.18M -$7.59K -150 -0.6%
SPC
94
Sigma Planning Corp
Michigan
$1.18M -$10.1K -200 -0.9%
CCIA
95
Cherry Creek Investment Advisors
Colorado
$1.15M -$177K -3,505 -13%
DC
96
Diametric Capital
Massachusetts
$1.13M -$454K -8,984 -29%
MFG
97
Magnus Financial Group
New York
$1.12M -$64.3K -1,272 -5%
PG
98
Patten Group
Tennessee
$1.11M +$31.1K +615 +3%
SW
99
SteelPeak Wealth
California
$1.1M +$1.1M +21,806 New
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$1.09M -$224K -4,431 -17%
2 3
4
5 6