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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
+$14.2M
3
LPL Financial
LPL Financial
California
+$13.2M
4
Stifel Financial
Stifel Financial
Missouri
+$12.8M
5
Bank of America
Bank of America
North Carolina
+$12.5M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$16M
2
BFIC
Bedell Frazier Investment Counselling
California
-$11.1M
3
MPM
Meritage Portfolio Management
Kansas
-$4.3M
4
UBS Group
UBS Group
Switzerland
-$4.03M
5
Invesco
Invesco
Georgia
-$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
176
NCM Capital Management
New Jersey
$456K – – –
SS
177
Sunbelt Securities
Texas
$450K +$44 +1 +0%
AA
178
Advisory Alpha
Michigan
$445K -$46.8K -1,067 -10%
SFA
179
Sequoia Financial Advisors
Ohio
$438K -$15.5K -354 -3%
SG
180
StoneX Group
New York
$436K +$123K +2,800 +39%
CFO
181
Collective Family Office
Pennsylvania
$425K +$425K +9,700 New
Cerity Partners
182
Cerity Partners
New York
$422K +$98.8K +2,254 +31%
CSPIA
183
Cary Street Partners Investment Advisory
Virginia
$420K +$64K +1,461 +18%
SEIA
184
Signature Estate & Investment Advisors
California
$414K +$414K +9,438 New
OIM
185
Orca Investment Management
Oregon
$412K – – –
JIR
186
James Investment Research
Ohio
$396K -$16.1K -367 -4%
CA
187
Calton & Associates
Florida
$395K -$16.9K -386 -4%
BAM
188
BTS Asset Management
Massachusetts
$394K +$394K +8,866 New
SHFP
189
Second Half Financial Partners
Florida
$389K – – –
HA
190
Herold Advisors
New York
$388K -$12.9K -295 -3%
FAIM
191
Financial Advocates Investment Management
Washington
$382K +$64.4K +1,469 +20%
KOMWMG
192
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$380K -$97.3K -2,220 -20%
LSIA
193
LaSalle St. Investment Advisors
Illinois
$377K +$377K +8,603 New
Two Sigma Investments
194
Two Sigma Investments
New York
$377K +$377K +8,600 New
DWM
195
Destination Wealth Management
California
$376K +$376K +8,581 New
KA
196
Kovack Advisors
Florida
$374K -$68.4K -1,561 -15%
LSPW
197
Lake Street Private Wealth
Illinois
$370K -$11.7K -266 -3%
AAS
198
Ameritas Advisory Services
Nebraska
$368K +$8.77K +200 +2%
OAM
199
Oppenheimer Asset Management
New York
$368K +$32.9K +751 +10%
CWG
200
Crown Wealth Group
North Carolina
$367K – – –
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8
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