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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.

New
Increased
Maintained
Reduced
Closed
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 %
DC
101
Davenport & Co
Virginia
$813K -$322K -8,225 -28%
PFS
102
Prospera Financial Services
Texas
$809K +$431 +11 +0.1%
HGERS
103
Householder Group Estate & Retirement Specialist
Arizona
$803K +$803K +20,491 New
PTC
104
Private Trust Company
Ohio
$796K -$14.6K -372 -2%
ICM
105
IMS Capital Management
Oregon
$794K +$3.25K +83 +0.4%
SIS
106
Strategic Investment Solutions
Illinois
$779K +$767K +18,600 +6,200%
SFG
107
StrategIQ Financial Group
Indiana
$777K +$196 +5 +0%
LMKC
108
L.M. Kohn & Company
Ohio
$770K -$633K -16,151 -45%
GRP
109
Global Retirement Partners
California
$764K +$3.63K +95 +0.5%
WC
110
Wexford Capital
Florida
$756K – – –
PG
111
Patten Group
Tennessee
$734K +$1.92K +49 +0.3%
Jane Street
112
Jane Street
New York
$733K -$4.4M -112,299 -86%
GIA
113
Gladstone Institutional Advisory
Florida
$733K -$75.2K -1,919 -9%
RIA
114
Realta Investment Advisors
Delaware
$701K – – –
HAS
115
HBW Advisory Services
California
$697K -$1.56M -39,963 -69%
IFA
116
Interactive Financial Advisors
Illinois
$697K -$66.8K -1,704 -9%
Creative Planning
117
Creative Planning
Kansas
$692K +$73K +1,862 +12%
LA
118
Lifeworks Advisors
Michigan
$684K +$684K +17,443 New
FCA
119
FinTrust Capital Advisors
South Carolina
$683K +$434K +11,086 +175%
AWM
120
Avior Wealth Management
Nebraska
$681K -$24.9K -640 -4%
CGA
121
Crescent Grove Advisors
Illinois
$667K +$43.5K +1,111 +7%
IA
122
IAM Advisory
Pennsylvania
$656K +$47.8K +1,219 +8%
BFG
123
Bleakley Financial Group
New Jersey
$647K – – –
CWM
124
Cornerstone Wealth Management
Missouri
$640K -$5.53K -141 -0.9%
Mitsubishi UFJ Asset Management
125
Mitsubishi UFJ Asset Management
Japan
$635K +$43.1K +1,100 +7%
3 4
5
6 7