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

318 hedge funds and large institutions have $1.43B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 139 increasing their positions, 63 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+28
Holders Change %
+9.66%
% of All Funds
5.38%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
59
Increased
139
Reduced
63
Closed
30
Calls
$7.11M
Puts
$1.79M
Net Calls
+$5.32M
Net Calls Change
+$410K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$89.7M
2
Bank of America
Bank of America
North Carolina
+$36.8M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$32.6M
4
OCM
One Capital Management
California
+$32M
5
UBS Group
UBS Group
Switzerland
+$30.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$5.21M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$2.86M
3
N
Natixis
France
-$2.26M
4
NA
NewEdge Advisors
Louisiana
-$2.05M
5
BFS
Bard Financial Services
Connecticut
-$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
151
Equitable Holdings
New York
$496K +$14.4K +327 +3%
GCA
152
Greenwood Capital Associates
South Carolina
$481K +$481K +10,887 New
SFA
153
Sequoia Financial Advisors
Ohio
$477K -$25.7K -582 -5%
SS
154
Sunbelt Securities
Texas
$471K -$21.3K -482 -4%
NCM
155
NCM Capital Management
New Jersey
$460K +$66.3K +1,500 +17%
MA
156
Mutual Advisors
Nebraska
$443K -$249K -5,641 -36%
HWM
157
HB Wealth Management
Georgia
$443K – – –
JIR
158
James Investment Research
Ohio
$427K +$427K +9,671 New
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$418K +$8.83K +200 +2%
OIM
160
Orca Investment Management
Oregon
$415K -$13.9K -315 -3%
CA
161
Calton & Associates
Florida
$414K -$34.8K -790 -8%
TAM
162
Tocqueville Asset Management
New York
$399K -$100K -2,273 -20%
RF
163
Rollins Financial
Georgia
$394K +$88 +2 +0%
HA
164
Herold Advisors
New York
$390K +$11.2K +254 +3%
LSPW
165
Lake Street Private Wealth
Illinois
$384K +$2.78K +63 +0.7%
PWM
166
Peterson Wealth Management
Nevada
$382K +$94.7K +2,145 +33%
Daiwa Securities Group
167
Daiwa Securities Group
Japan
$380K +$4.42K +100 +1%
HF
168
HRT Financial
New York
$376K +$376K +8,530 New
CWG
169
Crown Wealth Group
North Carolina
$375K +$13.2K +300 +4%
KA
170
Kovack Advisors
Florida
$374K +$9.85K +223 +3%
9WM
171
9258 Wealth Management
Ohio
$370K -$35.7K -810 -9%
FHC
172
First Heartland Consultants
Missouri
$367K +$37.2K +845 +11%
IWC
173
Integrated Wealth Concepts
Massachusetts
$358K +$70.6K +1,599 +25%
QWM
174
QP Wealth Management
New Jersey
$357K +$33.5K +760 +10%
PVH
175
Psagot Value Holdings
Israel
$355K +$214K +4,851 +152%
5 6
7
8 9