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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 %
QWM
176
QP Wealth Management
New Jersey
$319K – – –
CSPIA
177
Cary Street Partners Investment Advisory
Virginia
$318K +$137K +3,500 +76%
CFGS
178
Concourse Financial Group Securities
Alabama
$311K +$55.3K +1,413 +22%
OAM
179
Oppenheimer Asset Management
New York
$299K +$54K +1,379 +22%
DTL
180
Dynamic Technology Lab
Singapore
$299K +$299K +7,636 New
RF
181
Rollins Financial
Georgia
$296K -$53.2K -1,359 -15%
CG
182
Clarus Group
Texas
$294K +$4.37K +112 +2%
Cerity Partners
183
Cerity Partners
New York
$288K – – –
CAL
184
Capital Advisors Ltd
Ohio
$286K +$69.3K +1,769 +32%
KWM
185
Kingsview Wealth Management
Oregon
$285K +$625 +16 +0.2%
FAIM
186
Financial Advocates Investment Management
Washington
$283K +$283K +7,236 New
SMC
187
Smith, Moore & Co
Missouri
$282K -$1.96K -50 -0.7%
9WM
188
9258 Wealth Management
Ohio
$281K -$47K -1,202 -14%
Citigroup
189
Citigroup
New York
$281K +$218K +5,561 +344%
SG
190
StoneX Group
New York
$279K -$23.4K -598 -8%
FPFS
191
First Personal Financial Services
North Carolina
$264K – – –
WA
192
Wealth Alliance
New York
$259K +$2.47K +63 +1%
FANJ
193
Financial Architects (New Jersey)
New Jersey
$258K +$258K +6,595 New
BLC
194
Brown, Lisle/Cummings
Rhode Island
$256K -$7.82K -200 -3%
CAN
195
Claraphi Advisory Network
United States
$253K -$26.1K -667 -9%
MIFH
196
Migdal Insurance & Financial Holdings
Israel
$253K +$36K +910 +17%
PSF
197
Pacific Sun Financial
California
$247K – – –
PFS
198
Prospera Financial Services
Texas
$245K -$23.2K -594 -9%
GI
199
Gradient Investments
Minnesota
$245K – – –
NFG
200
Nations Financial Group
Iowa
$243K +$243K +6,220 New
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8
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