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

290 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 116 increasing their positions, 60 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.59%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.13%
New
46
Increased
116
Reduced
60
Closed
42
Calls
$6.35M
Puts
$1.44M
Net Calls
+$4.91M
Net Calls Change
+$1.03M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$79.4M
2
Bank of America
Bank of America
North Carolina
$71.3M
3
Truist Financial
Truist Financial
North Carolina
$20.9M
4
Franklin Resources
Franklin Resources
California
$18.4M
5
Morgan Stanley
Morgan Stanley
New York
$94.3M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$59.6M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
3
LMIM
Lockheed Martin Investment Management
Maryland
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$236K
5
Invesco
Invesco
Georgia
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
126
Global Retirement Partners
California
$506K +$506K +10,728 New
PA
127
Procyon Advisors
Connecticut
$499K -$131K -2,775 -21%
CA
128
Calton & Associates
Florida
$480K -$9.53K -202 -2%
HWM
129
HB Wealth Management
Georgia
$474K – – –
CGA
130
Crescent Grove Advisors
Illinois
$473K +$473K +10,010 New
SG
131
StoneX Group
New York
$473K +$473K +10,014 New
OIM
132
Orca Investment Management
Oregon
$458K -$29.7K -630 -6%
PMG
133
ProVise Management Group
Florida
$458K +$458K +9,697 New
YIH
134
Y-Intercept (HK)
Hong Kong
$457K +$245K +5,193 +116%
EWM
135
EPG Wealth Management
Georgia
$451K +$335K +7,108 +290%
RIA
136
Realta Investment Advisors
Delaware
$448K +$32.9K +696 +8%
SIM
137
Stratos Investment Management
Ohio
$442K -$179K -3,792 -29%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$438K +$370K +7,825 +540%
9WM
139
9258 Wealth Management
Ohio
$434K -$58.5K -1,241 -12%
RF
140
Rollins Financial
Georgia
$421K +$83.5K +1,769 +25%
NCM
141
NCM Capital Management
New Jersey
$421K +$175K +3,712 +71%
LSPW
142
Lake Street Private Wealth
Illinois
$408K +$31.2K +661 +8%
HA
143
Herold Advisors
New York
$405K +$30.9K +654 +8%
CFGS
144
Concourse Financial Group Securities
Alabama
$401K -$316K -6,690 -44%
Daiwa Securities Group
145
Daiwa Securities Group
Japan
$401K -$37.7K -800 -9%
KA
146
Kovack Advisors
Florida
$389K +$25.2K +535 +7%
CWG
147
Crown Wealth Group
North Carolina
$387K +$387K +8,200 New
KWM
148
Kingsview Wealth Management
Oregon
$375K +$65.3K +1,383 +21%
FCA
149
FinTrust Capital Advisors
South Carolina
$374K +$189 +4 +0.1%
LA
150
Latitude Advisors
Florida
$369K +$133K +2,820 +56%
4 5
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