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

312 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+5
Holders Change %
+1.63%
% of All Funds
4.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
48
Increased
89
Reduced
118
Closed
38
Calls
$3.75M
Puts
$958K
Net Calls
+$2.8M
Net Calls Change
+$3.23M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$262M
2
WA
Win Advisors
Florida
$15.8M
3
AF
Allworth Financial
California
$11.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$57.1M
5
Stifel Financial
Stifel Financial
Missouri
$13.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$59.4M
2
HighTower Advisors
HighTower Advisors
Illinois
$1.76M
3
SVCP
Silicon Valley Capital Partners
California
$0
4
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$0
5
IAIM
International Assets Investment Management
Florida
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
176
B. Riley Wealth Advisors
Florida
$344K -$15.5K -365 -4%
Cerity Partners
177
Cerity Partners
New York
$333K +$333K +7,849 New
PWM
178
Perigon Wealth Management
California
$332K +$1.61K +38 +0.5%
KA
179
Kovack Advisors
Florida
$317K -$9.59K -226 -3%
BLC
180
Brown, Lisle/Cummings
Rhode Island
$314K +$42.4K +1,000 +16%
AF
181
Apollon Financial
South Carolina
$313K +$313K +7,374 New
CFGS
182
Concourse Financial Group Securities
Alabama
$311K -$1.19K -28 -0.4%
GAA
183
Guardian Asset Advisors
Pennsylvania
$304K +$304K +7,159 New
LFAS
184
Level Four Advisory Services
Texas
$299K +$30.2K +711 +11%
OAM
185
Oppenheimer Asset Management
New York
$298K -$6.28K -148 -2%
SC
186
Sykon Capital
New York
$297K +$297K +7,009 New
WA
187
Wealth Alliance
New York
$297K +$3.73K +88 +1%
DAS
188
Dynamic Advisor Solutions
Arizona
$293K +$43.1K +1,001 +17%
OW
189
Olistico Wealth
Oklahoma
$291K +$1.87K +44 +0.6%
CIA
190
Concurrent Investment Advisors
Florida
$289K +$289K +6,820 New
MFG
191
Merit Financial Group
Georgia
$285K -$14.3K -338 -5%
SA
192
Strategic Advocates
Utah
$278K -$155K -3,649 -36%
GI
193
Gradient Investments
Minnesota
$276K -$2.97K -70 -1%
ES
194
Eagle Strategies
New York
$271K -$50.5K -1,191 -16%
BAM
195
BOS Asset Management
Illinois
$270K – – –
BA
196
Brightwater Advisory
Florida
$265K +$265K +4,891 New
IA
197
IFG Advisory
Georgia
$264K -$67.9K -1,600 -20%
HAM
198
Harmony Asset Management
Arizona
$262K +$262K +6,179 New
HA
199
Herold Advisors
New York
$262K +$212 +5 +0.1%
PSF
200
Pacific Sun Financial
California
$259K – – –
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8
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