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

344 hedge funds and large institutions have $2.72B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 133 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+39
Holders Change %
+12.79%
% of All Funds
5.55%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
69
Increased
133
Reduced
82
Closed
26
Calls
$6.92M
Puts
$1.14M
Net Calls
+$5.78M
Net Calls Change
-$656K

Top Buyers

1
SVCP
Silicon Valley Capital Partners
California
$15.8M
2
Ameriprise
Ameriprise
Minnesota
$53.7M
3
LPL Financial
LPL Financial
California
$97.1M
4
Stifel Financial
Stifel Financial
Missouri
$28M
5
Bank of America
Bank of America
North Carolina
$102M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$66.9M
2
BFIC
Bedell Frazier Investment Counselling
California
$0
3
MPM
Meritage Portfolio Management
Kansas
$6.79M
4
UBS Group
UBS Group
Switzerland
$40.8M
5
Invesco
Invesco
Georgia
$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$689K +$32.1K +733 +5%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$680K +$265K +6,043 +64%
HCP
153
Holt Capital Partners
Texas
$657K – – –
CGA
154
Crescent Grove Advisors
Illinois
$648K -$228K -5,212 -26%
CAL
155
Capital Analysts LLC
Pennsylvania
$630K +$12.9K +294 +2%
MCC
156
Money Concepts Capital
Florida
$615K +$476K +10,856 +342%
EWM
157
EPG Wealth Management
Georgia
$586K +$5.04K +115 +0.9%
JPLA
158
Joseph P. Lucia & Associates
New York
$586K -$11.4K -259 -2%
SPIA
159
Steward Partners Investment Advisory
New York
$573K -$23.4K -534 -4%
SPL
160
Smart Portfolios LLC
Washington
$571K +$571K +13,023 New
MA
161
Mutual Advisors
Nebraska
$566K +$29.5K +673 +5%
CAN
162
Claraphi Advisory Network
United States
$566K +$282K +6,433 +99%
SDAM
163
Shulman DeMeo Asset Management
New York
$558K +$351 +8 +0.1%
AWA
164
Alta Wealth Advisors
Massachusetts
$552K – – –
SIM
165
Stratos Investment Management
Ohio
$546K +$6.88K +157 +1%
M&T Bank
166
M&T Bank
New York
$544K +$544K +12,417 New
CRI
167
Colonial River Investments
Virginia
$543K -$42.1K -960 -7%
FI
168
Financial Insights
Washington
$531K +$70.1K +1,600 +15%
PMG
169
ProVise Management Group
Florida
$528K -$337K -7,681 -39%
Lazard Asset Management
170
Lazard Asset Management
New York
$520K – – –
HWM
171
HB Wealth Management
Georgia
$507K +$66.6K +1,520 +15%
IWC
172
Integrated Wealth Concepts
Massachusetts
$500K +$2.15K +49 +0.4%
Daiwa Securities Group
173
Daiwa Securities Group
Japan
$500K +$83.3K +1,900 +20%
OW
174
Olistico Wealth
Oklahoma
$486K +$486K +11,087 New
LI
175
LMCG Investments
Massachusetts
$474K +$49.1K +1,120 +12%
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7
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