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

332 hedge funds and large institutions have $1.32B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 119 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-12
Holders Change %
-3.49%
% of All Funds
5.31%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
36
Increased
106
Reduced
119
Closed
39
Calls
$6.04M
Puts
$1.36M
Net Calls
+$4.69M
Net Calls Change
-$1.09M

Top Buyers

1
EWA
EP Wealth Advisors
California
$31.5M
2
Franklin Resources
Franklin Resources
California
$28.6M
3
EH
Equitable Holdings
New York
$9.89M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$30.9M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$7.47M
2
Bank of America
Bank of America
North Carolina
$81.9M
3
Ameriprise
Ameriprise
Minnesota
$36.6M
4
CAWM
Capital Advisors Wealth Management
Washington
$2.36M
5
RJA
Raymond James & Associates
Florida
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
176
Sequoia Financial Advisors
Ohio
$422K – – –
PMG
177
ProVise Management Group
Florida
$419K -$89.5K -2,121 -18%
JPMPWA
178
J.P. Morgan Private Wealth Advisors
California
$413K -$6.21M -147,035 -94%
SW
179
SteelPeak Wealth
California
$408K -$1.06M -25,065 -72%
M&T Bank
180
M&T Bank
New York
$406K -$118K -2,788 -22%
MFG
181
Merit Financial Group
Georgia
$401K -$1.28M -30,366 -76%
Baird Financial Group
182
Baird Financial Group
Wisconsin
$400K -$1.57M -37,174 -80%
SEIA
183
Signature Estate & Investment Advisors
California
$398K – – –
OIM
184
Orca Investment Management
Oregon
$396K – – –
BRWA
185
B. Riley Wealth Advisors
Florida
$390K -$634K -15,012 -62%
KA
186
Kovack Advisors
Florida
$389K +$28.3K +670 +8%
CA
187
Calton & Associates
Florida
$387K +$5.95K +141 +2%
CRI
188
Colonial River Investments
Virginia
$385K -$138K -3,281 -26%
PVH
189
Psagot Value Holdings
Israel
$384K +$125K +3,017 +48%
NFG
190
Nations Financial Group
Iowa
$379K +$86.5K +2,050 +30%
MCC
191
Money Concepts Capital
Florida
$376K +$230K +22,000 +157%
BAM
192
BTS Asset Management
Massachusetts
$374K – – –
HA
193
Herold Advisors
New York
$374K +$169 +4 +0%
Cerity Partners
194
Cerity Partners
New York
$370K -$36.6K -866 -9%
AAS
195
Ameritas Advisory Services
Nebraska
$366K +$10.8K +255 +3%
SWM
196
SeaCrest Wealth Management
New York
$363K +$123K +2,919 +51%
DWM
197
Destination Wealth Management
California
$362K – – –
PI
198
PFG Investments
New York
$358K +$358K +8,489 New
OAM
199
Oppenheimer Asset Management
New York
$351K -$2.79K -66 -0.8%
SHFP
200
Second Half Financial Partners
Florida
$349K -$12.4K -294 -3%
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