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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 %
CPFP
176
Clear Perspectives Financial Planning
Ohio
$352K +$352K +7,972 New
FTUS
177
Flow Traders U.S.
New York
$351K +$351K +7,942 New
FCA
178
FinTrust Capital Advisors
South Carolina
$347K +$263 +6 +0.1%
SG
179
StoneX Group
New York
$341K -$101K -2,278 -23%
SWM
180
Spire Wealth Management
Virginia
$341K +$85.8K +1,941 +34%
CG
181
Clarus Group
Texas
$327K -$1.98K -45 -0.6%
Cerity Partners
182
Cerity Partners
New York
$325K +$4.41K +100 +1%
PG
183
Patten Group
Tennessee
$325K +$67.5K +1,525 +26%
KWM
184
Kingsview Wealth Management
Oregon
$321K -$28.8K -653 -8%
SMC
185
Smith, Moore & Co
Missouri
$320K -$6.62K -150 -2%
CAN
186
Claraphi Advisory Network
United States
$315K +$315K +7,138 New
PFS
187
Prospera Financial Services
Texas
$303K -$35.5K -805 -10%
FPFS
188
First Personal Financial Services
North Carolina
$298K – – –
BLC
189
Brown, Lisle/Cummings
Rhode Island
$298K +$26.5K +600 +10%
LI
190
LMCG Investments
Massachusetts
$292K +$292K +6,604 New
WA
191
Wealth Alliance
New York
$289K +$2.65K +60 +0.9%
CFGS
192
Concourse Financial Group Securities
Alabama
$288K -$86.7K -1,967 -23%
PSF
193
Pacific Sun Financial
California
$279K – – –
GI
194
Gradient Investments
Minnesota
$277K +$10.8K +245 +4%
OAM
195
Oppenheimer Asset Management
New York
$276K +$29K +659 +12%
AF
196
Advisornet Financial
Minnesota
$272K -$43K -973 -14%
WPW
197
Warther Private Wealth
Ohio
$271K -$42.4K -948 -14%
AGA
198
Arkos Global Advisors
Texas
$269K +$269K +6,097 New
BCP
199
Berkeley Capital Partners
Georgia
$262K +$262K +5,927 New
AAS
200
Ameritas Advisory Services
Nebraska
$258K +$35.9K +813 +16%
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8
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