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

355 hedge funds and large institutions have $1.93B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 124 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+22
Holders Change %
+6.61%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
56
Increased
124
Reduced
100
Closed
25
Calls
$2.3M
Puts
$923K
Net Calls
+$1.37M
Net Calls Change
-$2.31M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$773M
2
LPL Financial
LPL Financial
California
$110M
3
Stifel Financial
Stifel Financial
Missouri
$19.9M
4
FCM
Fourpath Capital Management
Oklahoma
$13.8M
5
Ameriprise
Ameriprise
Minnesota
$34M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$19.7M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.38M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$32.4M
5
UBS Group
UBS Group
Switzerland
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
176
Brinker Capital Investments
Pennsylvania
$473K -$30.4K -629 -6%
OPS
177
Orion Portfolio Solutions
Nebraska
$473K -$30.4K -629 -6%
TSS
178
Two Sigma Securities
New York
$468K +$468K +9,690 New
Jane Street
179
Jane Street
New York
$464K +$464K +9,610 New
SDAM
180
Shulman DeMeo Asset Management
New York
$451K -$86K -1,780 -16%
LFAS
181
Level Four Advisory Services
Texas
$441K +$25.8K +534 +6%
CGA
182
Crescent Grove Advisors
Illinois
$439K +$41.2K +853 +10%
SHFP
183
Second Half Financial Partners
Florida
$412K -$16.1K -334 -4%
Wealthfront Advisers
184
Wealthfront Advisers
California
$411K +$56.2K +1,164 +16%
RIA
185
Realta Investment Advisors
Delaware
$411K +$175K +3,616 +74%
P
186
&Partners
Tennessee
$400K +$29.8K +614 +8%
FHC
187
First Heartland Consultants
Missouri
$394K -$68.5K -1,417 -15%
GFG
188
Goldstone Financial Group
Illinois
$394K -$88K -1,821 -18%
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$391K -$6.09K -126 -2%
BLC
190
Brown, Lisle/Cummings
Rhode Island
$385K +$30K +620 +8%
BRWA
191
B. Riley Wealth Advisors
Florida
$382K +$31.7K +657 +9%
EFS
192
Essex Financial Services
Connecticut
$378K -$41.6K -862 -10%
IA
193
IFG Advisory
Georgia
$364K +$364K +7,544 New
QP
194
Quartz Partners
New York
$364K – – –
GAA
195
Guardian Asset Advisors
Pennsylvania
$356K +$13.8K +285 +4%
Comerica Bank
196
Comerica Bank
Texas
$355K +$35.9K +744 +11%
WA
197
Wealth Alliance
New York
$350K +$2.85K +59 +0.8%
ES
198
Eagle Strategies
New York
$347K +$97 +2 +0%
MWM
199
Modern Wealth Management
Kansas
$347K -$116K -2,405 -25%
KA
200
Kovack Advisors
Florida
$346K -$9.66K -200 -3%
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