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

309 hedge funds and large institutions have $957M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 112 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-3
Holders Change %
-0.96%
% of All Funds
4.48%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
40
Increased
91
Reduced
112
Closed
36
Calls
$4.47M
Puts
$608K
Net Calls
+$3.86M
Net Calls Change
+$1.06M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.1M
2
ACM
2
Absolute Capital Management
Pennsylvania
$6.34M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.45M
4
AWE
4
Avidian Wealth Enterprises
Texas
$19.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.77M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
WA
2
Win Advisors
Florida
$425K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$48.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
151
Advisory Services Network
Georgia
$432K -$60.2K -1,356 -12%
WA
152
Win Advisors
Florida
$425K -$16.1M -362,216 -97%
NFSG
153
Newbridge Financial Services Group
Florida
$401K +$13.8K +311 +4%
Envestnet Portfolio Solutions
154
Envestnet Portfolio Solutions
Illinois
$396K +$5.42K +122 +1%
TSS
155
Two Sigma Securities
New York
$395K +$160K +3,602 +68%
EFS
156
Essex Financial Services
Connecticut
$390K -$186K -4,190 -32%
CGA
157
Crescent Grove Advisors
Illinois
$390K +$26.3K +593 +7%
RIA
158
Realta Investment Advisors
Delaware
$387K -$72.8K -1,639 -16%
SHFP
159
Second Half Financial Partners
Florida
$383K +$18.3K +412 +5%
SC
160
Sykon Capital
New York
$380K +$68.6K +1,544 +22%
WC
161
Waterloo Capital
Texas
$378K +$17K +383 +5%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$377K -$533 -12 -0.1%
JPLA
163
Joseph P. Lucia & Associates
New York
$369K -$75.9K -1,710 -17%
Goldman Sachs
164
Goldman Sachs
New York
$366K +$366K +8,237 New
LNC
165
Lincoln National Corp
Pennsylvania
$362K -$356K -8,018 -50%
PWM
166
Perigon Wealth Management
California
$348K – – –
Cerity Partners
167
Cerity Partners
New York
$346K -$2.62K -59 -0.8%
HGERS
168
Householder Group Estate & Retirement Specialist
Arizona
$332K -$272K -6,135 -45%
BRWA
169
B. Riley Wealth Advisors
Florida
$332K +$14.3K +365 +4%
BLC
170
Brown, Lisle/Cummings
Rhode Island
$329K – – –
GAA
171
Guardian Asset Advisors
Pennsylvania
$319K +$1.29K +29 +0.4%
OAM
172
Oppenheimer Asset Management
New York
$315K +$3.46K +78 +1%
WA
173
Wealth Alliance
New York
$314K +$3.2K +72 +1%
OPS
174
Orion Portfolio Solutions
Nebraska
$313K -$78.9K -1,778 -20%
BCI
175
Brinker Capital Investments
Pennsylvania
$313K -$78.9K -1,778 -20%
5 6
7
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