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

290 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 116 increasing their positions, 60 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.59%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.13%
New
46
Increased
116
Reduced
60
Closed
42
Calls
$6.35M
Puts
$1.44M
Net Calls
+$4.91M
Net Calls Change
+$1.03M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$79.4M
2
Bank of America
Bank of America
North Carolina
$71.3M
3
Truist Financial
Truist Financial
North Carolina
$20.9M
4
Franklin Resources
Franklin Resources
California
$18.4M
5
Morgan Stanley
Morgan Stanley
New York
$94.3M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$59.6M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
3
LMIM
Lockheed Martin Investment Management
Maryland
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$236K
5
Invesco
Invesco
Georgia
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
151
Prospera Financial Services
Texas
$362K -$134K -2,838 -27%
CAWM
152
Capital Advisors Wealth Management
Washington
$362K +$115K +2,436 +47%
Prudential Financial
153
Prudential Financial
New Jersey
$353K -$58.1K -1,230 -14%
FHC
154
First Heartland Consultants
Missouri
$353K +$142 +3 +0%
CG
155
Clarus Group
Texas
$352K +$12.7K +270 +4%
SMC
156
Smith, Moore & Co
Missouri
$350K +$7.09K +150 +2%
QWM
157
QP Wealth Management
New Jersey
$346K +$18.9K +400 +6%
RL
158
Retireful LLC
Michigan
$346K +$346K +7,303 New
Cerity Partners
159
Cerity Partners
New York
$343K – – –
AF
160
Advisornet Financial
Minnesota
$336K +$18.8K +399 +6%
WPW
161
Warther Private Wealth
Ohio
$334K -$26.4K -554 -7%
WJA
162
Willis Johnson & Associates
Texas
$332K – – –
PWP
163
Principle Wealth Partners
Connecticut
$324K +$18.4K +389 +6%
FPFS
164
First Personal Financial Services
North Carolina
$319K -$56.8K -1,203 -15%
FEM
165
Fulcrum Equity Management
Texas
$318K +$318K +6,728 New
JF
166
Jump Financial
Illinois
$309K +$309K +6,550 New
IWC
167
Integrated Wealth Concepts
Massachusetts
$307K +$58.9K +1,247 +24%
PWM
168
Peterson Wealth Management
Nevada
$307K +$307K +6,509 New
WA
169
Wealth Alliance
New York
$306K +$2.88K +61 +0.9%
PSF
170
Pacific Sun Financial
California
$298K – – –
VA
171
Valmark Advisers
Ohio
$295K -$14K -296 -5%
AWA
172
Arkadios Wealth Advisors
Georgia
$293K -$87.8K -1,861 -23%
SI
173
Stephens Inc
Arkansas
$292K +$18.3K +388 +7%
BLC
174
Brown, Lisle/Cummings
Rhode Island
$290K +$14.2K +300 +5%
JPMPWA
175
J.P. Morgan Private Wealth Advisors
California
$288K -$18.4K -389 -6%
5 6
7
8 9