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

332 hedge funds and large institutions have $1.32B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 119 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-12
Holders Change %
-3.49%
% of All Funds
5.31%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
36
Increased
106
Reduced
119
Closed
39
Calls
$6.04M
Puts
$1.36M
Net Calls
+$4.69M
Net Calls Change
-$1.09M

Top Buyers

1
EWA
EP Wealth Advisors
California
$31.5M
2
Franklin Resources
Franklin Resources
California
$28.6M
3
EH
Equitable Holdings
New York
$9.89M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$30.9M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$7.47M
2
Bank of America
Bank of America
North Carolina
$81.9M
3
Ameriprise
Ameriprise
Minnesota
$36.6M
4
CAWM
Capital Advisors Wealth Management
Washington
$2.36M
5
RJA
Raymond James & Associates
Florida
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
126
Mitsubishi UFJ Asset Management
Japan
$781K +$781K +18,500 New
GRP
127
Global Retirement Partners
California
$748K +$38.8K +949 +5%
RIA
128
Realta Investment Advisors
Delaware
$730K +$5.07K +120 +0.7%
IA
129
IAM Advisory
Pennsylvania
$721K +$3.84K +91 +0.5%
CAL
130
Capital Analysts LLC
Pennsylvania
$708K +$101K +2,388 +17%
CWM
131
Cornerstone Wealth Management
Missouri
$696K +$696K +16,480 New
PWM
132
Peterson Wealth Management
Nevada
$690K -$6.08K -144 -0.9%
SAG
133
SageView Advisory Group
California
$685K -$505K -11,956 -42%
CFMC
134
Curbstone Financial Management Corp
New Hampshire
$671K – – –
Two Sigma Advisers
135
Two Sigma Advisers
New York
$671K +$671K +15,900 New
CGA
136
Crescent Grove Advisors
Illinois
$668K +$44.1K +1,045 +7%
AIP
137
Ahrens Investment Partners
Louisiana
$664K -$19.7K -467 -3%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$662K +$7.47K +177 +1%
TAM
139
Tocqueville Asset Management
New York
$659K -$390K -9,229 -37%
IA
140
IFP Advisors
Florida
$650K -$762K -18,870 -54%
Creative Planning
141
Creative Planning
Kansas
$646K -$17.7K -420 -3%
HCP
142
Holt Capital Partners
Texas
$633K – – –
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$590K -$683K -16,188 -54%
SPIA
144
Steward Partners Investment Advisory
New York
$578K +$26.2K +620 +5%
EWM
145
EPG Wealth Management
Georgia
$570K +$5.15K +122 +0.9%
SI
146
Saxon Interests
Texas
$569K -$313K -7,409 -35%
FFWM
147
Future Financial Wealth Management
Ohio
$560K -$3.42M -81,147 -86%
SPL
148
Smart Portfolios LLC
Washington
$548K -$1.56K -37 -0.3%
JPLA
149
Joseph P. Lucia & Associates
New York
$548K -$16.9K -400 -3%
TRCT
150
Tower Research Capital (TRC)
New York
$544K +$302K +7,160 +125%
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