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

309 hedge funds and large institutions have $957M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 112 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-3
Holders Change %
-0.96%
% of All Funds
4.48%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
40
Increased
91
Reduced
112
Closed
36
Calls
$4.47M
Puts
$608K
Net Calls
+$3.86M
Net Calls Change
+$1.06M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.1M
2
ACM
2
Absolute Capital Management
Pennsylvania
$6.34M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.45M
4
AWE
4
Avidian Wealth Enterprises
Texas
$19.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.77M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
WA
2
Win Advisors
Florida
$425K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$48.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IAM Advisory
Pennsylvania
$659K -$22.2K -499 -3%
MA
127
Mutual Advisors
Nebraska
$629K -$328K -7,397 -34%
TAM
128
Tocqueville Asset Management
New York
$614K -$268K -6,035 -30%
CFMC
129
Curbstone Financial Management Corp
New Hampshire
$604K -$8.88K -200 -1%
HCP
130
Holt Capital Partners
Texas
$577K – – –
AWM
131
Avior Wealth Management
Nebraska
$558K -$33.4K -759 -6%
EWM
132
EPG Wealth Management
Georgia
$552K +$3.11K +70 +0.6%
SDAM
133
Shulman DeMeo Asset Management
New York
$527K -$24K -540 -4%
Daiwa Securities Group
134
Daiwa Securities Group
Japan
$524K – – –
HWM
135
HB Wealth Management
Georgia
$517K +$710 +16 +0.1%
FAIM
136
Financial Advocates Investment Management
Washington
$516K +$12.8K +289 +3%
FHC
137
First Heartland Consultants
Missouri
$514K -$44.9K -1,010 -8%
PI
138
PFG Investments
New York
$509K +$509K +11,469 New
AAS
139
Ameritas Advisory Services
Nebraska
$503K +$78.1K +1,780 +18%
IF
140
Intrua Financial
Texas
$501K -$15.6K -351 -3%
GAA
141
Global Assets Advisory
Florida
$500K +$500K +22,100 New
AFG
142
Atomi Financial Group
New York
$497K – – –
FPAS
143
Focus Partners Advisor Solutions
Missouri
$495K +$261K +5,882 +112%
RDIA
144
RE Dickinson Investment Advisors
Iowa
$468K – – –
SS
145
Sunbelt Securities
Texas
$462K +$5.28K +119 +1%
CS
146
Credit Suisse
Switzerland
$459K +$44 +1 +0%
MMPW
147
Mitchell McLeod Pugh & Williams
Alabama
$457K – – –
CL
148
COWA LLC
Oklahoma
$456K +$456K +10,280 New
NS
149
NBC Securities
Alabama
$441K -$14.3K -323 -3%
FI
150
Financial Insights
Washington
$434K +$11.1K +250 +3%
4 5
6
7 8