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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 %
MA
101
Mutual Advisors
Nebraska
$915K +$11.1K +261 +1%
LI
102
LMCG Investments
Massachusetts
$910K +$238K +5,607 +35%
GRP
103
Global Retirement Partners
California
$901K +$53.5K +1,262 +6%
ICM
104
IMS Capital Management
Oregon
$897K +$37.9K +893 +4%
SCM
105
Sage Capital Management
New Jersey
$892K +$892K +21,032 New
HTC
106
Haverford Trust Company
Pennsylvania
$882K +$882K +20,800 New
PFS
107
Prospera Financial Services
Texas
$859K -$16.5K -389 -2%
TAM
108
Tocqueville Asset Management
New York
$842K +$327K +7,702 +63%
SFG
109
StrategIQ Financial Group
Indiana
$841K +$212 +5 +0%
Prudential Financial
110
Prudential Financial
New Jersey
$839K -$287K -6,772 -25%
DC
111
Davenport & Co
Virginia
$838K -$41K -967 -5%
LMKC
112
L.M. Kohn & Company
Ohio
$834K +$297 +7 +0%
MAM
113
McLean Asset Management
Virginia
$817K -$237K -5,505 -22%
PG
114
Patten Group
Tennessee
$799K +$4.79K +113 +0.6%
GIA
115
Gladstone Institutional Advisory
Florida
$767K -$26.3K -620 -3%
PTC
116
Private Trust Company
Ohio
$764K -$97.7K -2,303 -11%
JWCA
117
J.W. Cole Advisors
Florida
$748K -$267K -6,304 -26%
HAS
118
HBW Advisory Services
California
$732K -$23.4K -552 -3%
SWA
119
SFMG Wealth Advisors
Texas
$721K +$721K +17,011 New
LA
120
Lifeworks Advisors
Michigan
$714K -$25.6K -603 -3%
BFG
121
Bleakley Financial Group
New Jersey
$700K – – –
CWM
122
Cornerstone Wealth Management
Missouri
$694K +$1.15K +27 +0.2%
LNC
123
Lincoln National Corp
Pennsylvania
$686K +$62.3K +1,470 +10%
WWM
124
Western Wealth Management
Colorado
$665K -$14.2K -335 -2%
IA
125
IAM Advisory
Pennsylvania
$650K -$59.8K -1,409 -8%
3 4
5
6 7