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

344 hedge funds and large institutions have $2.72B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 133 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+39
Holders Change %
+12.79%
% of All Funds
5.55%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
69
Increased
133
Reduced
82
Closed
26
Calls
$6.92M
Puts
$1.14M
Net Calls
+$5.78M
Net Calls Change
-$656K

Top Buyers

1
SVCP
Silicon Valley Capital Partners
California
+$15.8M
2
Ameriprise
Ameriprise
Minnesota
+$14.2M
3
LPL Financial
LPL Financial
California
+$13.2M
4
Stifel Financial
Stifel Financial
Missouri
+$12.8M
5
Bank of America
Bank of America
North Carolina
+$12.5M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$16M
2
BFIC
Bedell Frazier Investment Counselling
California
-$11.1M
3
MPM
Meritage Portfolio Management
Kansas
-$4.3M
4
UBS Group
UBS Group
Switzerland
-$4.03M
5
Invesco
Invesco
Georgia
-$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
126
Western Wealth Management
Colorado
$966K -$1.06M -24,208 -52%
MFG
127
Magnus Financial Group
New York
$943K +$9.2K +210 +1%
SI
128
Saxon Interests
Texas
$939K +$120K +2,669 +15%
GIA
129
Gladstone Institutional Advisory
Florida
$931K +$83.5K +1,904 +10%
AWA
130
AmeriServ Wealth Advisors
Pennsylvania
$924K -$22.3K -508 -2%
MAM
131
McLean Asset Management
Virginia
$898K +$164K +3,740 +22%
SFG
132
StrategIQ Financial Group
Indiana
$897K -$2.02K -46 -0.2%
Citadel Advisors
133
Citadel Advisors
Florida
$891K -$2.09M -47,657 -70%
ICM
134
IMS Capital Management
Oregon
$883K +$24.6K +562 +3%
CFG
135
Carr Financial Group
Massachusetts
$878K +$878K +20,032 New
IFA
136
Interactive Financial Advisors
Illinois
$872K +$33.5K +764 +4%
IF
137
Intrua Financial
Texas
$858K -$23.1K -523 -3%
EFS
138
Essex Financial Services
Connecticut
$829K -$9.46K -216 -1%
Citigroup
139
Citigroup
New York
$826K +$512K +11,678 +163%
PTC
140
Private Trust Company
Ohio
$795K +$5.52K +126 +0.7%
RDIA
141
RE Dickinson Investment Advisors
Iowa
$773K +$60.7K +1,385 +9%
GRP
142
Global Retirement Partners
California
$759K +$3.07K +70 +0.4%
DAS
143
Dynamic Advisor Solutions
Arizona
$756K +$74.9K +1,710 +11%
RIA
144
Realta Investment Advisors
Delaware
$753K +$22.7K +518 +3%
IA
145
IAM Advisory
Pennsylvania
$745K +$120K +2,743 +19%
PWM
146
Peterson Wealth Management
Nevada
$722K -$91.4K -2,085 -11%
PG
147
Patten Group
Tennessee
$721K +$348K +7,933 +93%
AIP
148
Ahrens Investment Partners
Louisiana
$710K -$2.28K -52 -0.3%
LWAC
149
Laurel Wealth Advisors (California)
California
$700K +$44 +1 +0%
CFMC
150
Curbstone Financial Management Corp
New Hampshire
$697K – – –
4 5
6
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