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

309 hedge funds and large institutions have $957M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 112 reducing their positions, and 36 closing their positions.

Holders
309
Holders Change
-3
Holders Change %
-0.96%
% of All Funds
4.48%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
40
Increased
91
Reduced
112
Closed
36
Calls
$4.47M
Puts
$608K
Net Calls
+$3.86M
Net Calls Change
+$1.06M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.1M
2
ACM
2
Absolute Capital Management
Pennsylvania
$6.34M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.45M
4
AWE
4
Avidian Wealth Enterprises
Texas
$19.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.77M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
WA
2
Win Advisors
Florida
$425K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$48.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
ICM
101
IMS Capital Management
Oregon
$919K 20,707 -444 -2%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$909K 20,472 -3,228 -14%
IWC
103
Integrated Wealth Concepts
Massachusetts
$890K 20,051 -2,408 -11%
LMKC
104
L.M. Kohn & Company
Ohio
$873K 19,670 +5 +0%
DC
105
Davenport & Co
Virginia
$849K 19,123 -644 -3%
PEA
106
Park Edge Advisors
Ohio
$843K 18,990 +9,593 +102%
TA
107
TrueWealth Advisors
Alabama
$842K 18,962 -3,457 -15%
MAM
108
McLean Asset Management
Virginia
$840K 18,984 – –
GS
109
GTS Securities
New York
$802K 18,057 -31,067 -63%
PTC
110
Private Trust Company
Ohio
$765K 17,236 -784 -4%
SPIA
111
Steward Partners Investment Advisory
New York
$758K 17,078 +7,044 +70%
SWA
112
SFMG Wealth Advisors
Texas
$755K 17,011 – –
Prudential Financial
113
Prudential Financial
New Jersey
$754K 16,981 -2,809 -14%
PFS
114
Prospera Financial Services
Texas
$753K 16,965 -3,286 -16%
JWCA
115
J.W. Cole Advisors
Florida
$752K 16,935 -701 -4%
FTS
116
Fifth Third Securities
Ohio
$747K 16,826 -15,475 -48%
IFA
117
Interactive Financial Advisors
Illinois
$741K 16,699 +10,691 +178%
GIA
118
Gladstone Institutional Advisory
Florida
$739K 16,649 -1,429 -8%
LA
119
Lifeworks Advisors
Michigan
$735K 16,548 -292 -2%
BFG
120
Bleakley Financial Group
New Jersey
$733K 16,500 – –
HAS
121
HBW Advisory Services
California
$732K 17,251 – –
CWM
122
Cornerstone Wealth Management
Missouri
$710K 15,980 -378 -2%
WWM
123
Western Wealth Management
Colorado
$706K 15,895 +216 +1%
CFP
124
Curran Financial Partners
South Carolina
$685K 15,429 +1,434 +10%
QWM
125
Quadcap Wealth Management
Texas
$661K 14,883 -175 -1%
3 4
5
6 7