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

333 hedge funds and large institutions have $1.15B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+31
Holders Change %
+10.26%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
55
Increased
114
Reduced
94
Closed
22
Calls
$4.4M
Puts
$723K
Net Calls
+$3.68M
Net Calls Change
+$869K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$32.3M
2
Morgan Stanley
Morgan Stanley
New York
$148M
3
B
Barings
North Carolina
$22.9M
4
WAS
WESPAC Advisors SoCal
California
$13.4M
5
Ameriprise
Ameriprise
Minnesota
$29.6M

Top Sellers

1
CI
Clal Insurance
Israel
$4.1M
2
DS
DRW Securities
Illinois
$0
3
PG
Prostatis Group
Maryland
$1.05M
4
DAS
Dynamic Advisor Solutions
Arizona
$715K
5
GB
Gunma Bank
Japan
$7.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
126
Saxon Interests
Texas
$791K +$791K +15,640 New
CWM
127
Cornerstone Wealth Management
Missouri
$787K -$2.07K -41 -0.3%
LA
128
Lifeworks Advisors
Michigan
$767K -$70.1K -1,386 -8%
TA
129
TrueWealth Advisors
Alabama
$762K -$7.84K -155 -1%
Mirae Asset Global Investments
130
Mirae Asset Global Investments
South Korea
$760K +$760K +15,080 New
ACM
131
AlphaStar Capital Management
North Carolina
$743K +$743K +14,694 New
AWM
132
Avior Wealth Management
Nebraska
$726K +$65K +1,295 +10%
GRP
133
Global Retirement Partners
California
$725K +$7.94K +157 +1%
TAM
134
Tocqueville Asset Management
New York
$723K +$21K +415 +3%
DAS
135
Dynamic Advisor Solutions
Arizona
$715K -$3.25M -64,320 -82%
CFMC
136
Curbstone Financial Management Corp
New Hampshire
$708K +$20.2K +400 +3%
WANY
137
Wealthspire Advisors (New York)
New York
$704K – – –
AWA
138
Arkadios Wealth Advisors
Georgia
$674K +$674K +13,333 New
HCP
139
Holt Capital Partners
Texas
$657K – – –
CL
140
COWA LLC
Oklahoma
$650K +$73.9K +1,461 +13%
AAS
141
Ameritas Advisory Services
Nebraska
$621K +$33.8K +668 +6%
Creative Planning
142
Creative Planning
Kansas
$617K +$187K +3,706 +44%
TWC
143
TD Waterhouse Canada
Ontario, Canada
$616K +$362K +7,160 +143%
RW
144
RVW Wealth
California
$615K -$3.19K -63 -0.5%
FAIM
145
Financial Advocates Investment Management
Washington
$589K +$9.31K +184 +2%
MIFH
146
Migdal Insurance & Financial Holdings
Israel
$587K +$406K +8,029 +225%
PI
147
PFG Investments
New York
$578K -$28.4K -562 -5%
HWM
148
HB Wealth Management
Georgia
$578K -$11.9K -236 -2%
WT
149
Whittier Trust
California
$571K +$571K +11,300 New
AFG
150
Atomi Financial Group
New York
$566K – – –
4 5
6
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