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

309 hedge funds and large institutions have $957M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 112 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-3
Holders Change %
-0.96%
% of All Funds
4.48%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
40
Increased
91
Reduced
112
Closed
36
Calls
$4.47M
Puts
$608K
Net Calls
+$3.86M
Net Calls Change
+$1.06M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.1M
2
ACM
2
Absolute Capital Management
Pennsylvania
$6.34M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.45M
4
AWE
4
Avidian Wealth Enterprises
Texas
$19.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.77M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
WA
2
Win Advisors
Florida
$425K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$48.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$312K -$95.9K -2,159 -24%
AF
177
Apollon Financial
South Carolina
$312K -$15.5K -350 -5%
SIM
178
Stratos Investment Management
Ohio
$311K -$255K -5,733 -45%
LFAS
179
Level Four Advisory Services
Texas
$299K – – –
NCM
180
NCM Capital Management
New Jersey
$297K -$165K -3,712 -36%
CIA
181
Concurrent Investment Advisors
Florida
$295K -$8.04K -181 -3%
MFG
182
Merit Financial Group
Georgia
$292K -$2.06K -47 -0.7%
OW
183
Olistico Wealth
Oklahoma
$291K -$13.5K -305 -4%
SMC
184
Smith, Moore & Co
Missouri
$287K +$57.5K +1,294 +25%
RJT
185
Raymond James Trust
Florida
$285K +$35.2K +792 +14%
BAM
186
BOS Asset Management
Illinois
$282K – – –
WIA
187
World Investment Advisors
California
$281K +$281K +6,320 New
CCG
188
Capital CS Group
California
$280K +$280K +6,317 New
FFA
189
Farther Finance Advisors
California
$277K +$58K +1,313 +27%
HAM
190
Harmony Asset Management
Arizona
$274K – – –
HA
191
Herold Advisors
New York
$274K +$222 +5 +0.1%
Comerica Bank
192
Comerica Bank
Texas
$269K +$5.73K +129 +2%
AA
193
Advisory Alpha
Michigan
$268K -$183K -4,114 -41%
HTC
194
Haverford Trust Company
Pennsylvania
$266K -$657K -14,800 -71%
PSF
195
Pacific Sun Financial
California
$262K -$8.88K -200 -3%
SAG
196
SageView Advisory Group
California
$262K +$262K +5,927 New
FFA
197
First Foundation Advisors
California
$257K -$44 -1 -0%
FPFS
198
First Personal Financial Services
North Carolina
$256K – – –
Jones Financial Companies
199
Jones Financial Companies
Missouri
$255K +$255K +5,747 New
Koshinski Asset Management
200
Koshinski Asset Management
Illinois
$243K +$243K +5,481 New
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