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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 %
PA
101
Parallel Advisors
California
$1.13M – – –
SPC
102
Sigma Planning Corp
Michigan
$1.1M -$23.3K -483 -2%
CFP
103
Curran Financial Partners
South Carolina
$1.07M +$180K +3,732 +20%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$1.05M +$12.4K +257 +1%
ICM
105
IMS Capital Management
Oregon
$1.02M +$5.46K +113 +0.5%
LMKC
106
L.M. Kohn & Company
Ohio
$999K -$1.35M -27,897 -57%
IAA
107
Independent Advisor Alliance
North Carolina
$973K +$973K +20,140 New
SCM
108
Sage Capital Management
New Jersey
$969K -$65.4K -1,354 -6%
Mitsubishi UFJ Asset Management
109
Mitsubishi UFJ Asset Management
Japan
$956K +$956K +19,700 New
CFO
110
CVA Family Office
Colorado
$949K +$581K +12,033 +158%
IWC
111
Integrated Wealth Concepts
Massachusetts
$941K +$2.71K +56 +0.3%
MAM
112
McLean Asset Management
Virginia
$939K – – –
SPIA
113
Steward Partners Investment Advisory
New York
$924K +$104K +2,161 +13%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$899K -$9.66K -200 -1%
DC
115
Davenport & Co
Virginia
$895K -$38.9K -805 -4%
CW
116
Code Waechter
Florida
$877K – – –
SS
117
Sunbelt Securities
Texas
$872K +$372K +7,734 +74%
GSWM
118
Golden State Wealth Management
California
$856K +$856K +17,720 New
FTS
119
Fifth Third Securities
Ohio
$847K +$12.9K +268 +2%
WWM
120
Western Wealth Management
Colorado
$842K +$14.8K +307 +2%
CCIA
121
Cherry Creek Investment Advisors
Colorado
$826K -$269K -5,560 -25%
SWA
122
SFMG Wealth Advisors
Texas
$822K – – –
MPWT
123
MassMutual Private Wealth & Trust
Connecticut
$819K +$728K +15,076 +801%
BFG
124
Bleakley Financial Group
New Jersey
$797K – – –
PFS
125
Prospera Financial Services
Texas
$789K +$7.88K +163 +1%
3 4
5
6 7