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

355 hedge funds and large institutions have $1.93B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 124 increasing their positions, 100 reducing their positions, and 25 closing their positions.

Holders
355
Holders Change
+22
Holders Change %
+6.61%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
56
Increased
124
Reduced
100
Closed
25
Calls
$2.3M
Puts
$923K
Net Calls
+$1.37M
Net Calls Change
-$2.31M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$773M
2
LPL Financial
2
LPL Financial
California
$110M
3
Stifel Financial
3
Stifel Financial
Missouri
$19.9M
4
FCM
4
Fourpath Capital Management
Oklahoma
$13.8M
5
Ameriprise
5
Ameriprise
Minnesota
$34M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$19.7M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$9.38M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$32.4M
5
UBS Group
5
UBS Group
Switzerland
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$2.02M +$237K +4,910 +13%
AAS
77
Avantax Advisory Services
Texas
$1.99M +$6.14K +127 +0.3%
LIA
78
Lynx Investment Advisory
District of Columbia
$1.92M +$175K +3,618 +10%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$1.88M +$1.35M +27,906 +254%
PTC
80
Private Trust Company
Ohio
$1.82M +$126K +2,612 +7%
CAS
81
Coppell Advisory Solutions
Texas
$1.77M -$34.4K -716 -2%
OAS
82
Optivise Advisory Services
Tennessee
$1.69M -$216K -4,478 -11%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$1.69M -$728K -15,059 -30%
VAM
84
Verity Asset Management
North Carolina
$1.66M +$57.1K +1,181 +4%
HighTower Advisors
85
HighTower Advisors
Illinois
$1.65M +$168K +3,480 +11%
TRCT
86
Tower Research Capital (TRC)
New York
$1.64M +$1.64M +33,932 New
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$1.55M +$1.55M +32,029 +26,040%
Invesco
88
Invesco
Georgia
$1.52M -$1.16M -23,966 -43%
PP
89
Patten & Patten
Tennessee
$1.49M +$7.25K +150 +0.5%
SI
90
Saxon Interests
Texas
$1.45M +$692K +14,324 +92%
WA
91
Waverly Advisors
Alabama
$1.4M +$110K +2,269 +9%
FGA
92
Fortis Group Advisors
New Jersey
$1.34M +$435K +8,998 +48%
DADC
93
D.A. Davidson & Co
Montana
$1.28M -$1.36M -28,204 -52%
RFN
94
RDA Financial Network
Iowa
$1.27M -$58K -1,200 -4%
GSEP
95
Golden State Equity Partners
California
$1.27M +$1.27M +26,350 New
MPM
96
Meritage Portfolio Management
Kansas
$1.26M -$90.9K -1,882 -7%
PG
97
Patten Group
Tennessee
$1.21M +$151K +3,123 +14%
CCP
98
Clarity Capital Partners
California
$1.19M -$16.2K -336 -1%
SFWA
99
Summit Financial Wealth Advisors
Louisiana
$1.17M +$146 +3 +0%
PWM
100
Perigon Wealth Management
California
$1.16M -$40.8K -842 -3%
2 3
4
5 6