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

333 hedge funds and large institutions have $1.15B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+31
Holders Change %
+10.26%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
55
Increased
114
Reduced
94
Closed
22
Calls
$4.4M
Puts
$723K
Net Calls
+$3.68M
Net Calls Change
+$869K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$32.3M
2
Morgan Stanley
Morgan Stanley
New York
$148M
3
B
Barings
North Carolina
$22.9M
4
WAS
WESPAC Advisors SoCal
California
$13.4M
5
Ameriprise
Ameriprise
Minnesota
$29.6M

Top Sellers

1
CI
Clal Insurance
Israel
$4.1M
2
DS
DRW Securities
Illinois
$0
3
PG
Prostatis Group
Maryland
$1.05M
4
DAS
Dynamic Advisor Solutions
Arizona
$715K
5
GB
Gunma Bank
Japan
$7.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
176
Envestnet Portfolio Solutions
Illinois
$416K -$57.1K -1,129 -12%
PCM
177
Prelude Capital Management
New York
$413K -$165K -3,272 -29%
Koshinski Asset Management
178
Koshinski Asset Management
Illinois
$407K +$160K +3,156 +65%
HGERS
179
Householder Group Estate & Retirement Specialist
Arizona
$394K -$36.9K -731 -9%
Cerity Partners
180
Cerity Partners
New York
$389K -$4.45K -88 -1%
P
181
&Partners
Tennessee
$386K +$386K +7,629 New
CFO
182
CVA Family Office
Colorado
$385K +$287K +5,672 +292%
QP
183
Quartz Partners
New York
$381K +$381K +7,539 New
CIA
184
Concurrent Investment Advisors
Florida
$378K -$2.43K -48 -0.6%
KA
185
Kovack Advisors
Florida
$372K – – –
BLC
186
Brown, Lisle/Cummings
Rhode Island
$372K -$2.53K -50 -0.7%
Wealthfront Advisers
187
Wealthfront Advisers
California
$372K +$112K +2,224 +43%
BRWA
188
B. Riley Wealth Advisors
Florida
$364K +$16.3K +324 +5%
ES
189
Eagle Strategies
New York
$364K -$21.1K -417 -5%
WA
190
Wealth Alliance
New York
$363K +$2.98K +59 +0.8%
YDMI
191
Y.D. More Investments
Israel
$360K +$354K +7,000 +5,833%
GAA
192
Guardian Asset Advisors
Pennsylvania
$359K -$354 -7 -0.1%
WC
193
Waterloo Capital
Texas
$349K -$7.54K -149 -2%
AF
194
Apollon Financial
South Carolina
$345K – – –
NCM
195
NCM Capital Management
New Jersey
$339K – – –
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$335K +$20K +396 +6%
Comerica Bank
197
Comerica Bank
Texas
$334K +$49.6K +980 +17%
OAM
198
Oppenheimer Asset Management
New York
$329K -$809 -16 -0.2%
SMC
199
Smith, Moore & Co
Missouri
$322K -$5.06K -100 -2%
FFA
200
First Foundation Advisors
California
$322K +$27.5K +544 +9%
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8
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