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

355 hedge funds and large institutions have $1.93B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 124 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+22
Holders Change %
+6.61%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
56
Increased
124
Reduced
100
Closed
25
Calls
$2.3M
Puts
$923K
Net Calls
+$1.37M
Net Calls Change
-$2.31M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$773M
2
LPL Financial
2
LPL Financial
California
$110M
3
Stifel Financial
3
Stifel Financial
Missouri
$19.9M
4
FCM
4
Fourpath Capital Management
Oklahoma
$13.8M
5
Ameriprise
5
Ameriprise
Minnesota
$34M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$19.7M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$9.38M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$32.4M
5
UBS Group
5
UBS Group
Switzerland
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$761K -$771K -15,954 -50%
ACM
127
AlphaStar Capital Management
North Carolina
$758K +$48.3K +999 +7%
CWM
128
Cornerstone Wealth Management
Missouri
$756K +$4.78K +99 +0.6%
GIA
129
Gladstone Institutional Advisory
Florida
$750K -$12.1K -250 -2%
HAS
130
HBW Advisory Services
California
$745K -$65.2K -1,349 -8%
IFA
131
Interactive Financial Advisors
Illinois
$739K -$20.3K -420 -3%
LA
132
Lifeworks Advisors
Michigan
$732K – – –
WFA
133
WMG Financial Advisors
Tennessee
$730K +$730K +15,103 New
IRC
134
Investors Research Corp
Georgia
$729K -$39K -808 -5%
IA
135
IAM Advisory
Pennsylvania
$717K -$159K -3,284 -18%
GRP
136
Global Retirement Partners
California
$713K +$20.4K +423 +3%
WANY
137
Wealthspire Advisors (New York)
New York
$707K +$34.3K +711 +5%
TAM
138
Tocqueville Asset Management
New York
$702K +$11.6K +240 +2%
TA
139
TrueWealth Advisors
Alabama
$701K -$27.4K -567 -4%
WTB
140
Washington Trust Bank
Washington
$683K +$683K +14,144 New
CFMC
141
Curbstone Financial Management Corp
New Hampshire
$676K – – –
PFA
142
Portland Financial Advisors
New York
$653K +$653K +13,522 New
CL
143
COWA LLC
Oklahoma
$651K +$30K +620 +5%
AWM
144
Avior Wealth Management
Nebraska
$641K -$52.2K -1,089 -8%
HCP
145
Holt Capital Partners
Texas
$628K – – –
JWCA
146
J.W. Cole Advisors
Florida
$622K +$211K +4,377 +52%
Tudor Investment Corp
147
Tudor Investment Corp
Connecticut
$621K +$621K +12,862 New
FAIM
148
Financial Advocates Investment Management
Washington
$621K +$58.4K +1,208 +10%
AAS
149
Ameritas Advisory Services
Nebraska
$608K +$14.9K +308 +3%
AWA
150
Arkadios Wealth Advisors
Georgia
$603K -$40.8K -845 -6%
4 5
6
7 8