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

305 hedge funds and large institutions have $1.19B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 86 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-13
Holders Change %
-4.09%
% of All Funds
5.27%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
36
Increased
121
Reduced
86
Closed
43
Calls
$8.12M
Puts
$1.68M
Net Calls
+$6.44M
Net Calls Change
+$1.12M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$13.8M
2
LPL Financial
LPL Financial
California
+$9.64M
3
MPM
Meritage Portfolio Management
Kansas
+$8.57M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.98M
5
Morgan Stanley
Morgan Stanley
New York
+$5.74M

Top Sellers

1
OCM
One Capital Management
California
-$26.1M
2
PP
Prudential plc
United Kingdom
-$26.1M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$23M
4
AWM
Affinity Wealth Management
Delaware
-$17.3M
5
BCM
Brookstone Capital Management
Illinois
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
Advisory Alpha
Michigan
$438K -$205K -5,236 -32%
KOMWMG
152
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$426K -$114K -2,922 -21%
TAM
153
Tocqueville Asset Management
New York
$422K +$68.1K +1,740 +19%
FI
154
Financial Insights
Washington
$411K +$195K +5,000 +91%
NCM
155
NCM Capital Management
New Jersey
$407K – – –
SFA
156
Sequoia Financial Advisors
Ohio
$405K -$17.4K -446 -4%
SS
157
Sunbelt Securities
Texas
$402K -$15.4K -394 -4%
KA
158
Kovack Advisors
Florida
$395K +$63.8K +1,632 +19%
HWM
159
HB Wealth Management
Georgia
$393K – – –
SW
160
SteelPeak Wealth
California
$388K -$157K -4,000 -29%
LI
161
LMCG Investments
Massachusetts
$379K +$121K +3,089 +47%
Daiwa Securities Group
162
Daiwa Securities Group
Japan
$372K +$35.2K +900 +10%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$370K – – –
JIR
164
James Investment Research
Ohio
$367K -$10.8K -277 -3%
OIM
165
Orca Investment Management
Oregon
$367K – – –
CA
166
Calton & Associates
Florida
$367K +$663 +17 +0.2%
HA
167
Herold Advisors
New York
$357K +$11.9K +305 +3%
Mariner
168
Mariner
Kansas
$349K +$349K +8,916 New
LSPW
169
Lake Street Private Wealth
Illinois
$340K – – –
SHFP
170
Second Half Financial Partners
Florida
$335K +$335K +8,564 New
PG
171
Patten Group
Tennessee
$334K +$45.9K +1,171 +16%
CWG
172
Crown Wealth Group
North Carolina
$328K -$4.9K -125 -1%
HPC
173
HM Payson & Co
Maine
$325K +$325K +8,300 New
FCA
174
FinTrust Capital Advisors
South Carolina
$323K +$122 +3 +0%
AAS
175
Ameritas Advisory Services
Nebraska
$321K +$92.5K +2,365 +40%
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