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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 %
FPAS
101
Focus Partners Advisor Solutions
Missouri
$1.09M +$408K +8,076 +60%
SCM
102
Sage Capital Management
New Jersey
$1.08M +$7.08K +140 +0.7%
ICM
103
IMS Capital Management
Oregon
$1.06M -$1.42K -28 -0.1%
PG
104
Prostatis Group
Maryland
$1.05M -$4.22M -83,473 -80%
OCM
105
One Capital Management
California
$1.02M +$1.02M +20,239 New
IWC
106
Integrated Wealth Concepts
Massachusetts
$982K +$1.57K +31 +0.2%
DC
107
Davenport & Co
Virginia
$977K +$9.1K +180 +0.9%
MAM
108
McLean Asset Management
Virginia
$977K – – –
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$951K -$19.2K -379 -2%
FGA
110
Fortis Group Advisors
New Jersey
$948K +$5.77K +114 +0.6%
CFP
111
Curran Financial Partners
South Carolina
$935K +$107K +2,120 +13%
Prudential Financial
112
Prudential Financial
New Jersey
$921K +$145K +2,867 +19%
CW
113
Code Waechter
Florida
$918K +$918K +18,155 New
IA
114
IAM Advisory
Pennsylvania
$917K +$159K +3,138 +21%
Two Sigma Investments
115
Two Sigma Investments
New York
$875K +$875K +17,300 New
FTS
116
Fifth Third Securities
Ohio
$873K +$15.8K +313 +2%
WWM
117
Western Wealth Management
Colorado
$866K +$19.5K +386 +2%
SWA
118
SFMG Wealth Advisors
Texas
$860K – – –
SPIA
119
Steward Partners Investment Advisory
New York
$858K -$32.3K -639 -4%
HAS
120
HBW Advisory Services
California
$848K -$2.07K -41 -0.2%
BFG
121
Bleakley Financial Group
New Jersey
$834K – – –
PFS
122
Prospera Financial Services
Texas
$818K +$51K +1,008 +7%
IRC
123
Investors Research Corp
Georgia
$804K -$551K -10,887 -41%
GIA
124
Gladstone Institutional Advisory
Florida
$798K -$11.8K -234 -1%
IFA
125
Interactive Financial Advisors
Illinois
$795K -$40K -791 -5%
3 4
5
6 7