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

312 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+5
Holders Change %
+1.63%
% of All Funds
4.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
48
Increased
89
Reduced
118
Closed
38
Calls
$3.75M
Puts
$958K
Net Calls
+$2.8M
Net Calls Change
+$3.23M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$262M
2
WA
Win Advisors
Florida
$15.8M
3
AF
Allworth Financial
California
$11.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$57.1M
5
Stifel Financial
Stifel Financial
Missouri
$13.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$59.4M
2
HighTower Advisors
HighTower Advisors
Illinois
$1.76M
3
SVCP
Silicon Valley Capital Partners
California
$0
4
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$0
5
IAIM
International Assets Investment Management
Florida
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
QWM
126
Quadcap Wealth Management
Texas
$639K +$639K +15,058 New
FHC
127
First Heartland Consultants
Missouri
$634K +$286K +5,669 +82%
Renaissance Technologies
128
Renaissance Technologies
New York
$623K +$623K +14,700 New
IFA
129
Interactive Financial Advisors
Illinois
$617K -$1.21M -11,775 -66%
FFN
130
Focus Financial Network
Minnesota
$594K +$366K +8,635 +161%
CAL
131
Capital Analysts LLC
Pennsylvania
$587K -$32.9K -774 -5%
CFMC
132
Curbstone Financial Management Corp
New Hampshire
$585K – – –
CFP
133
Curran Financial Partners
South Carolina
$580K +$70K +1,690 +14%
HGERS
134
Householder Group Estate & Retirement Specialist
Arizona
$577K -$291K -6,868 -34%
CRI
135
Colonial River Investments
Virginia
$572K +$221K +5,221 +63%
AWM
136
Avior Wealth Management
Nebraska
$565K -$170K -4,046 -23%
HCP
137
Holt Capital Partners
Texas
$551K -$84.8K -2,000 -13%
EFS
138
Essex Financial Services
Connecticut
$551K -$63.3K -1,492 -10%
SIM
139
Stratos Investment Management
Ohio
$540K -$467K -11,001 -46%
SDAM
140
Shulman DeMeo Asset Management
New York
$527K -$212 -5 -0%
EWM
141
EPG Wealth Management
Georgia
$509K +$7.28K +177 +1%
Daiwa Securities Group
142
Daiwa Securities Group
Japan
$500K – – –
SPC
143
Sigma Planning Corp
Michigan
$500K -$754K -17,772 -60%
HWM
144
HB Wealth Management
Georgia
$494K +$848 +20 +0.2%
IF
145
Intrua Financial
Texas
$493K -$25.7K -606 -5%
FAIM
146
Financial Advocates Investment Management
Washington
$480K +$8.4K +198 +2%
CSPIA
147
Cary Street Partners Investment Advisory
Virginia
$474K +$3.18K +75 +0.7%
AFG
148
Atomi Financial Group
New York
$474K +$474K +11,183 New
ASN
149
Advisory Services Network
Georgia
$470K -$143K -3,370 -23%
HF
150
HRT Financial
New York
$470K +$245K +5,772 +109%
4 5
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